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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

434 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 28 closing their positions.

Holders
434
Holders Change
+20
Holders Change %
+4.83%
% of All Funds
6.87%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
53
Increased
178
Reduced
146
Closed
28
Calls
$870K
Puts
–
Net Calls
+$870K
Net Calls Change
+$621K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$526M
2
Bank of America
2
Bank of America
North Carolina
$59.4M
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$32.4M
4
LPL Financial
4
LPL Financial
California
$337M
5
Ameriprise
5
Ameriprise
Minnesota
$30.1M

Top Sellers

1
GC
1
Grimes & Company
Massachusetts
$38.9M
2
Charles Schwab
2
Charles Schwab
California
$205M
3
SMM
3
Stadion Money Management
Georgia
$117M
4
HIM
4
Hanlon Investment Management
New Jersey
$0
5
Truist Financial
5
Truist Financial
North Carolina
$27.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$526M 12,511,263 +858,662 +7%
LPL Financial
2
LPL Financial
California
$337M 8,011,690 +709,100 +10%
VA
3
Valmark Advisers
Ohio
$235M 5,592,681 +102,889 +2%
Charles Schwab
4
Charles Schwab
California
$205M 4,876,577 -419,164 -8%
Creative Planning
5
Creative Planning
Kansas
$125M 2,960,125 -39,854 -1%
SMM
6
Stadion Money Management
Georgia
$117M 2,772,984 -410,773 -13%
Osaic Holdings
7
Osaic Holdings
Arizona
$95.2M 2,402,954 +216,059 +10%
UBS Group
8
UBS Group
Switzerland
$68.7M 1,633,064 +55,970 +4%
Bank of America
9
Bank of America
North Carolina
$59.4M 1,411,293 +843,992 +149%
AAS
10
Annex Advisory Services
Wisconsin
$59.3M 1,409,144 -27,416 -2%
CAG
11
Crestwood Advisors Group
Massachusetts
$58.8M 1,397,321 +32,768 +2%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$58.3M 1,384,828 +42,363 +3%
PAG
13
Private Advisor Group
New Jersey
$55.6M 1,320,910 +232,369 +21%
AssetMark Inc
14
AssetMark Inc
California
$45.6M 1,083,318 -67,533 -6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$44.9M 1,067,135 +9,340 +0.9%
State Street
16
State Street
Massachusetts
$43.1M 1,025,136 +98,902 +11%
GC
17
Grimes & Company
Massachusetts
$38.9M 925,804 -923,179 -50%
WFPG
18
Waller Financial Planning Group
Ohio
$38.4M 911,647 +44,447 +5%
TC
19
TownSquare Capital
Utah
$32.8M 779,876 +49,692 +7%
GSIS
20
Global Strategic Investment Solutions
Arizona
$32.4M 769,978 +729,145 +1,786%
CAL
21
Capital Analysts LLC
Pennsylvania
$30.5M 725,443 -32,949 -4%
Ameriprise
22
Ameriprise
Minnesota
$30.1M 714,402 +505,822 +243%
CWM
23
Congress Wealth Management
Massachusetts
$29.7M 705,943 -73,864 -9%
MIS
24
Morningstar Investment Services
Illinois
$27.9M 652,878 +45,694 +8%
Truist Financial
25
Truist Financial
North Carolina
$27.9M 663,247 -155,495 -19%
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