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State Street SPDR Portfolio S&P 600 Small Cap ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2931 (+2)

5% more funds holding

Funds holding: 414435 (+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)

Holders
435
Holders Change
+21
Holders Change %
+5.07%
% of All Funds
6.86%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
54
Increased
178
Reduced
146
Closed
28
Calls
$870K
Puts
Net Calls
+$870K
Net Calls Change
+$621K
Name Holding Trade Value Shares
Change
Change in
Stake
FF
276
Financial Futures
New Jersey
$381K -$23.5K -559 -6%
FCI
277
Financial Counselors Inc
Kansas
$379K
GIA
278
Gladstone Institutional Advisory
Florida
$378K +$378K +8,981 New
RFN
279
Redwood Financial Network
Ohio
$378K +$378K +8,991 New
UAS
280
United Asset Strategies
New York
$377K -$310K -7,362 -45%
FIM
281
Fernwood Investment Management
Massachusetts
$375K -$2.44K -58 -0.6%
UFA
282
US Financial Advisors
Massachusetts
$372K +$38K +902 +11%
HWM
283
Horizon Wealth Management
Illinois
$369K -$101K -2,400 -21%
AWS
284
Atria Wealth Solutions
New York
$357K +$357K +8,479 New
MA
285
Mutual Advisors
Nebraska
$333K -$27.2K -646 -8%
KCIA
286
Kingsbury Capital Investment Advisors
Illinois
$331K +$331K +7,866 New
RPCONE
287
Retirement Planning Company of New England
Rhode Island
$328K +$20.5K +487 +7%
Stifel Financial
288
Stifel Financial
Missouri
$326K +$89.7K +2,131 +38%
FFW
289
Fusion Family Wealth
New York
$325K +$12.3K +292 +4%
SA
290
Stewardship Advisors
Pennsylvania
$324K
CB
291
Commerce Bank
Missouri
$324K +$324K +7,706 New
PCM
292
Parsons Capital Management
Rhode Island
$321K +$67.4K +1,600 +27%
BRWA
293
B. Riley Wealth Advisors
Florida
$320K -$49.5K -1,177 -13%
GL
294
Graypoint LLC
New York
$318K +$42 +1 +0%
VCP
295
Verus Capital Partners
Arizona
$315K +$343K +8,154 New
FCC
296
Flower City Capital
New York
$313K +$313K +7,435 New
PCS
297
Personal CFO Solutions
New Jersey
$305K -$34.3K -814 -10%
VC
298
Vicus Capital
Pennsylvania
$300K -$7.03K -167 -2%
PFM
299
Parsec Financial Management
North Carolina
$299K -$20.8K -495 -7%
CFAM
300
Center For Asset Management
Florida
$299K -$7.07K -168 -2%

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.