State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
435 hedge funds and large institutions have $3.43B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 28 closing their positions.
93% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 28
22% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 146
7% more funds holding in top 10
Funds holding in top 10: 29 → 31 (+2)
5% more funds holding
Funds holding: 414 → 435 (+21)
2.33% more ownership
Funds ownership: 75.27% → 77.6% (+2.3%)
0% less capital invested
Capital invested by funds: $3.45B → $3.43B (-$13.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$53.8M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$36.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$35.5M |
| 4 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
+$30.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$29.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$38.9M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$17.6M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$17.3M |
| 4 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
-$8.13M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$6.55M |
SPSM Hedge Fund Activity: Q1 2022 in Review
435 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q1 2022, worth a combined $3.43B — down 0.39% from $3.45B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new SPSM positions and 28 closed out — a net gain of 26 holders — while 178 added to existing stakes and 146 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $53.8M. The largest seller was Grimes & Company, cutting an estimated $38.9M.
- 435 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q1 2022, up from 414 in Q4 2021.
- Funds reported $3.43B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q1 2022, down 0.39% quarter-over-quarter.
- 54 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q1 2022 and 28 closed out, a net change of +26 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $53.8M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q1 2022 was Grimes & Company, an estimated $38.9M sold.
Based on aggregated 13F filings for Q1 2022.