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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

156 hedge funds and large institutions have $665M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 80 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
156
Holders Change
+37
Holders Change %
+31.09%
% of All Funds
3.58%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
47
Increased
80
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$39.9M
2
Wells Fargo
2
Wells Fargo
California
$33.5M
3
GFPC
3
Global Financial Private Capital
Florida
$47.1M
4
AIM
4
Astor Investment Management
Illinois
$24.3M
5
SMM
5
Stadion Money Management
Georgia
$21.3M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$148M
2
AssetMark Inc
2
AssetMark Inc
California
$40.3M
3
AG
3
Advisor Group
Arizona
$672K
4
FA
4
FDx Advisors
Illinois
$353K
5
CA
5
Cetera Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$148M 4,570,960 -379,286 -8%
GFPC
2
Global Financial Private Capital
Florida
$47.1M 1,460,387 +895,252 +158%
AssetMark Inc
3
AssetMark Inc
California
$40.3M 1,249,656 -98,781 -7%
AF
4
Allworth Financial
California
$39.9M 1,234,669 +1,234,669 New
Wells Fargo
5
Wells Fargo
California
$33.5M 1,036,557 +1,030,599 +17,298%
AIM
6
Astor Investment Management
Illinois
$24.3M 751,488 +751,488 New
GI
7
Gradient Investments
Minnesota
$23.1M 715,871 +85,555 +14%
SMM
8
Stadion Money Management
Georgia
$21.3M 660,300 +660,300 New
CWM
9
Cornerstone Wealth Management
Missouri
$18.7M 607,504 +598,637 +6,751%
AAS
10
Annex Advisory Services
Wisconsin
$15.3M 474,395 +151,380 +47%
AWM
11
AE Wealth Management
Kansas
$14.8M 459,030 +189,345 +70%
SS
12
Simplicity Solutions
Minnesota
$14.6M 451,969 +186,165 +70%
State Street
13
State Street
Massachusetts
$14.6M 451,435 -8,024 -2%
BFG
14
Barber Financial Group
Kansas
$11.4M 354,436 -4,116 -1%
MFS
15
McNamara Financial Services
Massachusetts
$11.3M 351,370 -10,027 -3%
FI
16
FormulaFolio Investments
Michigan
$10.8M 334,255 +33,513 +11%
SPIA
17
Steward Partners Investment Advisory
New York
$8.6M 266,249 +266,129 +221,774%
PWA
18
Peterson Wealth Advisors
Utah
$7.76M 240,519 +8,674 +4%
UBS Group
19
UBS Group
Switzerland
$7.42M 229,834 +151,236 +192%
AWA
20
Arete Wealth Advisors
Illinois
$7.17M 222,249 +213,058 +2,318%
FEG
21
Financial Enhancement Group
Indiana
$7.1M 220,001 +27,835 +14%
Morgan Stanley
22
Morgan Stanley
New York
$6.92M 214,331 +20,891 +11%
WAS
23
Winch Advisory Services
Wisconsin
$6M 185,819 +65,197 +54%
RA
24
RFG Advisory
Alabama
$5.59M 173,260 +13,059 +8%
WI
25
WrapManager Inc
California
$4.79M 148,287 +25,453 +21%
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