SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

87 hedge funds and large institutions have $336M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 31 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
87
Holders Change
+48
Holders Change %
+123.08%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
52
Increased
31
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$151M
2
MFS
2
McNamara Financial Services
Massachusetts
$10.7M
3
State Street
3
State Street
Massachusetts
$17.8M
4
GFPC
4
Global Financial Private Capital
Florida
$14.9M
5
FI
5
FormulaFolio Investments
Michigan
$8.22M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$42.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Jane Street
3
Jane Street
New York
$552K
4
PAG
4
Private Advisor Group
New Jersey
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$617K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$151M 5,000,072 +5,000,072 New
AssetMark Inc
2
AssetMark Inc
California
$42.9M 1,421,530 -47,644 -3%
State Street
3
State Street
Massachusetts
$17.8M 590,406 +345,820 +141%
GFPC
4
Global Financial Private Capital
Florida
$14.9M 493,781 +339,141 +219%
MFS
5
McNamara Financial Services
Massachusetts
$10.7M 355,565 +355,565 New
FI
6
FormulaFolio Investments
Michigan
$8.22M 272,774 +272,774 New
AWM
7
AE Wealth Management
Kansas
$7.62M 252,770 +184,672 +271%
SS
8
Simplicity Solutions
Minnesota
$7.44M 246,601 +246,601 New
SMM
9
Stadion Money Management
Georgia
$6.9M 228,900 +156,600 +217%
BSWM
10
Boston Standard Wealth Management
Massachusetts
$6.82M 226,292 +226,292 New
Morgan Stanley
11
Morgan Stanley
New York
$5.09M 168,838 +162,871 +2,730%
SFP
12
Shepherd Financial Partners
Massachusetts
$3.03M 100,499 +67,044 +200%
LPL Financial
13
LPL Financial
California
$2.95M 97,972 +72,833 +290%
FHC
14
First Heartland Consultants
Missouri
$2.79M 92,558 +92,558 New
UBS Group
15
UBS Group
Switzerland
$2.78M 92,152 +72,681 +373%
SFG
16
StrategIQ Financial Group
Indiana
$2.74M 90,997 +90,997 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.57M 85,294 +57,097 +202%
Bank of America
18
Bank of America
North Carolina
$2.46M 81,693 +55,721 +215%
JWM
19
Jackson Wealth Management
Florida
$2.04M 66,649 +66,649 New
RJA
20
Raymond James & Associates
Florida
$1.9M 63,093 +45,811 +265%
PWA
21
Peterson Wealth Advisors
Utah
$1.9M 62,887 +62,887 New
CF
22
Copperwynd Financial
Arizona
$1.86M 61,545 +61,545 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1.78M 59,120 +43,700 +283%
OC
24
Oarsman Capital
Wisconsin
$1.76M 58,254 +58,254 New
RA
25
RFG Advisory
Alabama
$1.67M 55,493 +55,493 New
1
2 3 4