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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

206 hedge funds and large institutions have $784M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 121 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
206
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
4.48%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.26%
New
21
Increased
121
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$35.5M
2
SS
2
Simplicity Solutions
Minnesota
$34.1M
3
Creative Planning
3
Creative Planning
Kansas
$12M
4
AssetMark Inc
4
AssetMark Inc
California
$31.4M
5
SRSA
5
S.R. Schill & Associates
Washington
$9.28M

Top Sellers

1
GC
1
Grimes & Company
Massachusetts
$17.1M
2
NAS
2
Nicolet Advisory Services
Wisconsin
$6.79M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$1.22M
4
CSIA
4
Charles Schwab Investment Advisory
California
$163M
5
PA
5
Parallel Advisors
California
$218K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$163M 5,325,061 -86,007 -2%
AF
2
Allworth Financial
California
$40.7M 1,328,388 -36,882 -3%
AWM
3
AE Wealth Management
Kansas
$35.5M 1,159,672 +622,212 +116%
SS
4
Simplicity Solutions
Minnesota
$34.1M 1,111,811 +567,661 +104%
AAS
5
Annex Advisory Services
Wisconsin
$32.2M 1,051,588 +122,660 +13%
AssetMark Inc
6
AssetMark Inc
California
$31.4M 1,026,150 +272,508 +36%
HIM
7
Hanlon Investment Management
New Jersey
$24.7M 806,852 +2,962 +0.4%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$20M 653,166 +47,078 +8%
GC
9
Grimes & Company
Massachusetts
$17.1M 557,876 -492,697 -47%
FI
10
FormulaFolio Investments
Michigan
$15.6M 510,069 +25,469 +5%
AA
11
Advisory Alpha
Michigan
$15.5M 508,536 +833 +0.2%
WFPG
12
Waller Financial Planning Group
Ohio
$14.6M 475,772 +40,477 +9%
BFG
13
Barber Financial Group
Kansas
$12.9M 419,960 +17,499 +4%
Creative Planning
14
Creative Planning
Kansas
$12M 392,616 +307,882 +363%
TC
15
TownSquare Capital
Utah
$11.2M 371,577 +103,009 +38%
MFS
16
McNamara Financial Services
Massachusetts
$11M 365,254 +10,523 +3%
PWA
17
Peterson Wealth Advisors
Utah
$10.2M 332,185 +22,573 +7%
Morgan Stanley
18
Morgan Stanley
New York
$9.87M 322,174 +25,863 +9%
SRSA
19
S.R. Schill & Associates
Washington
$9.28M 302,902 +176,327 +139%
GFPC
20
Global Financial Private Capital
Florida
$9.09M 296,764 +91,624 +45%
BSWM
21
Boston Standard Wealth Management
Massachusetts
$7.98M 260,597 +12,885 +5%
CAL
22
Capital Analysts LLC
Pennsylvania
$7.85M 256,207 +15,383 +6%
Bank of America
23
Bank of America
North Carolina
$7.85M 256,112 -26,800 -9%
GI
24
Gradient Investments
Minnesota
$7.51M 244,930 +22,428 +10%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$7.44M 242,699 +43,874 +22%
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