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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

345 hedge funds and large institutions have $3.11B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 141 increasing their positions, 118 reducing their positions, and 22 closing their positions.

Holders
345
Holders Change
+11
Holders Change %
+3.29%
% of All Funds
6.02%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.38%
New
41
Increased
141
Reduced
118
Closed
22
Calls
$8K
Puts
$242K
Net Calls
-$234K
Net Calls Change
-$244K

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$218M
2
LPL Financial
2
LPL Financial
California
$247M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$442M
4
CW
4
CreativeOne Wealth
Kansas
$11.1M
5
PWP
5
Personal Wealth Partners
Minnesota
$12.1M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$2.96M
2
PI
2
PFS Investments
Georgia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$53.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.62M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$55.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$442M 10,056,758 +382,216 +4%
LPL Financial
2
LPL Financial
California
$247M 5,627,480 +724,463 +15%
VA
3
Valmark Advisers
Ohio
$235M 5,337,697 -177,582 -3%
Charles Schwab
4
Charles Schwab
California
$226M 5,136,670 +112,431 +2%
SMM
5
Stadion Money Management
Georgia
$218M 4,958,674 +1,481,821 +43%
Creative Planning
6
Creative Planning
Kansas
$137M 3,125,782 +240 +0%
GC
7
Grimes & Company
Massachusetts
$77M 1,752,266 +47,583 +3%
AAS
8
Annex Advisory Services
Wisconsin
$67.3M 1,531,291 -107,036 -7%
UBS Group
9
UBS Group
Switzerland
$66.1M 1,504,123 +74,586 +5%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$58.9M 1,341,421 -1,593 -0.1%
Osaic Holdings
11
Osaic Holdings
Arizona
$55.9M 1,270,036 -276,688 -18%
CAG
12
Crestwood Advisors Group
Massachusetts
$54.5M 1,240,948 +66,313 +6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$53.7M 1,223,066 -745,847 -38%
AssetMark Inc
14
AssetMark Inc
California
$52.6M 1,195,973 -131,997 -10%
State Street
15
State Street
Massachusetts
$49.5M 1,127,421 -131,526 -10%
WFPG
16
Waller Financial Planning Group
Ohio
$36.1M 821,923 +17,992 +2%
AF
17
Allworth Financial
California
$35.3M 802,613 +15,533 +2%
SWP
18
Stratos Wealth Partners
Ohio
$32.3M 735,235 +27,020 +4%
CAL
19
Capital Analysts LLC
Pennsylvania
$31M 705,369 -23,743 -3%
MIS
20
Morningstar Investment Services
Illinois
$30.1M 686,173 +93,946 +16%
PAG
21
Private Advisor Group
New Jersey
$29.8M 678,679 +5,413 +0.8%
Truist Financial
22
Truist Financial
North Carolina
$28.2M 641,451 +109,185 +21%
TI
23
Tidal Investments
Wisconsin
$27.8M 632,761 -160,631 -20%
TC
24
TownSquare Capital
Utah
$27.6M 639,758 +23,121 +4%
RJA
25
Raymond James & Associates
Florida
$23.5M 533,680 -5,366 -1%
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