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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

245 hedge funds and large institutions have $1.64B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 101 increasing their positions, 87 reducing their positions, and 31 closing their positions.

Holders
245
Holders Change
+7
Holders Change %
+2.94%
% of All Funds
5.04%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.35%
New
40
Increased
101
Reduced
87
Closed
31
Calls
$3K
Puts
$27K
Net Calls
-$24K
Net Calls Change
+$13K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$253M
2
GC
2
Grimes & Company
Massachusetts
$51.5M
3
VA
3
Valmark Advisers
Ohio
$188M
4
UBS Group
4
UBS Group
Switzerland
$34.8M
5
LPL Financial
5
LPL Financial
California
$47.8M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.22M
2
SS
2
Simplicity Solutions
Minnesota
$3.36M
3
AssetMark Inc
3
AssetMark Inc
California
$18.1M
4
MWM
4
MBE Wealth Management
Wisconsin
$377K
5
BC
5
Brio Consultants
California
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$253M 9,504,477 +8,535,458 +881%
VA
2
Valmark Advisers
Ohio
$188M 7,088,175 +1,673,157 +31%
Charles Schwab
3
Charles Schwab
California
$143M 5,394,319 -59,474 -1%
SMM
4
Stadion Money Management
Georgia
$130M 4,894,054 +306,642 +7%
Creative Planning
5
Creative Planning
Kansas
$68.5M 2,578,412 +495,040 +24%
GC
6
Grimes & Company
Massachusetts
$51.5M 1,939,582 +1,885,621 +3,494%
LPL Financial
7
LPL Financial
California
$47.8M 1,797,740 +651,137 +57%
AAS
8
Annex Advisory Services
Wisconsin
$45.9M 1,728,904 +150,858 +10%
AF
9
Allworth Financial
California
$43.9M 1,651,198 +32,185 +2%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$40.7M 1,532,526 +257,180 +20%
GI
11
Gradient Investments
Minnesota
$38.5M 1,448,768 -7,121 -0.5%
UBS Group
12
UBS Group
Switzerland
$34.8M 1,310,966 +1,084,920 +480%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$21.6M 814,726 +435,064 +115%
WFPG
14
Waller Financial Planning Group
Ohio
$20M 754,377 +129,818 +21%
AssetMark Inc
15
AssetMark Inc
California
$18.1M 681,580 -422,975 -38%
CAG
16
Crestwood Advisors Group
Massachusetts
$17.9M 673,819 +239,470 +55%
SWP
17
Stratos Wealth Partners
Ohio
$16.7M 628,544 +491,662 +359%
TC
18
TownSquare Capital
Utah
$15.7M 608,419 -25,386 -4%
RJA
19
Raymond James & Associates
Florida
$14.4M 542,471 +142,894 +36%
PFA
20
Pure Financial Advisors
California
$14.3M 538,956 -128,285 -19%
BFG
21
Barber Financial Group
Kansas
$14.3M 538,828 +26,145 +5%
CAL
22
Capital Analysts LLC
Pennsylvania
$13.9M 521,571 +272,727 +110%
EDRIA
23
Edmonds Duncan Registered Investment Advisors
Kansas
$12.3M 462,975 +4,737 +1%
MFS
24
McNamara Financial Services
Massachusetts
$11.8M 442,980 +4,223 +1%
FWM
25
Frontier Wealth Management
Missouri
$11.7M 442,100 +161,868 +58%
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