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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

334 hedge funds and large institutions have $3.1B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 112 increasing their positions, 137 reducing their positions, and 19 closing their positions.

Holders
334
Holders Change
+26
Holders Change %
+8.44%
% of All Funds
5.88%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.44%
New
48
Increased
112
Reduced
137
Closed
19
Calls
$11K
Puts
$1K
Net Calls
+$10K
Net Calls Change
+$12K

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$99.6M
2
LPL Financial
2
LPL Financial
California
$207M
3
PI
3
PFS Investments
Georgia
$70M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$65.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$83.2M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$423K
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$409M
3
SMM
3
Stadion Money Management
Georgia
$147M
4
VA
4
Valmark Advisers
Ohio
$233M
5
Charles Schwab
5
Charles Schwab
California
$212M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$409M 9,674,542 -1,162,892 -11%
VA
2
Valmark Advisers
Ohio
$233M 5,515,279 -489,936 -8%
Charles Schwab
3
Charles Schwab
California
$212M 5,024,239 -474,380 -9%
LPL Financial
4
LPL Financial
California
$207M 4,903,017 +1,722,786 +54%
SMM
5
Stadion Money Management
Georgia
$147M 3,476,853 -649,492 -16%
Creative Planning
6
Creative Planning
Kansas
$132M 3,125,542 -41,888 -1%
HI
7
Horizon Investments
North Carolina
$99.6M 2,357,388 +2,357,388 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$83.2M 1,968,913 +529,303 +37%
GC
9
Grimes & Company
Massachusetts
$72.1M 1,704,683 +67,697 +4%
PI
10
PFS Investments
Georgia
$70M 1,657,147 +1,657,147 New
AAS
11
Annex Advisory Services
Wisconsin
$69.3M 1,638,327 -82,057 -5%
Osaic Holdings
12
Osaic Holdings
Arizona
$65.5M 1,546,724 +1,176,707 +318%
UBS Group
13
UBS Group
Switzerland
$60.4M 1,429,537 -144,542 -9%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$56.8M 1,343,014 -86,306 -6%
AssetMark Inc
15
AssetMark Inc
California
$56.1M 1,327,970 +113,501 +9%
State Street
16
State Street
Massachusetts
$53.2M 1,258,947 +121,935 +11%
CAG
17
Crestwood Advisors Group
Massachusetts
$49.7M 1,174,635 +79,535 +7%
PAG
18
Pinnacle Advisory Group
Maryland
$34.6M 819,060 +297,487 +57%
WFPG
19
Waller Financial Planning Group
Ohio
$34M 803,931 -61,209 -7%
TI
20
Tidal Investments
Wisconsin
$33.5M 793,392 -45,382 -5%
AF
21
Allworth Financial
California
$33.3M 787,080 -23,024 -3%
CAL
22
Capital Analysts LLC
Pennsylvania
$30.8M 729,112 +166,418 +30%
SWP
23
Stratos Wealth Partners
Ohio
$29.9M 708,215 +40,039 +6%
PAG
24
Private Advisor Group
New Jersey
$28.5M 673,266 +54,720 +9%
Morgan Stanley
25
Morgan Stanley
New York
$26.5M 625,843 -3,553 -0.6%
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