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State Street SPDR Portfolio S&P 600 Small Cap ETF

667 hedge funds and large institutions have $5.38B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 220 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

817% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 24

518% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $171K

140% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 121

40% more funds holding

Funds holding: 477667 (+190)

38% more capital invested

Capital invested by funds: $3.9B → $5.38B (+$1.48B)

23% more funds holding in top 10

Funds holding in top 10: 3948 (+9)

7.9% less ownership

Funds ownership: 78.42%70.52% (-7.9%)

Holders
667
Holders Change
+190
Holders Change %
+39.83%
% of All Funds
10.47%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.75%
New
220
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
276
United Capital Financial Advisors
Texas
$1.2M +$189K +5,079 +20%
WPP
277
Whalerock Point Partners
Rhode Island
$1.19M +$1.14M +30,643 New
OWA
278
Opal Wealth Advisors
New York
$1.19M +$82.8K +2,229 +8%
AWM
279
Axxcess Wealth Management
California
$1.18M -$329K -8,848 -23%
RFG
280
Range Financial Group
Oregon
$1.16M +$432K +11,636 +64%
MWAM
281
Manhattan West Asset Management
California
$1.16M +$1.11M +29,905 New
NP
282
NorthRock Partners
Minnesota
$1.13M +$1.08M +28,995 New
SFP
283
Shepherd Financial Partners
Massachusetts
$1.12M +$238K +6,394 +28%
NGA
284
Naples Global Advisors
Florida
$1.11M +$42.7K +1,150 +4%
BSW
285
Buckingham Strategic Wealth
Missouri
$1.11M +$102K +2,731 +11%
MWM
286
Modera Wealth Management
New Jersey
$1.1M +$316K +8,491 +43%
CWM
287
Compass Wealth Management
Connecticut
$1.09M +$245K +6,603 +31%
Cetera Investment Advisers
288
Cetera Investment Advisers
Illinois
$1.09M +$169K +4,556 +19%
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$1.08M +$40.1K +1,078 +4%
FA
290
Fiducient Advisors
Illinois
$1.07M +$1.03M +27,615 New
SFG
291
Sovereign Financial Group
Connecticut
$1.07M -$3.64K -98 -0.4%
CI
292
Cavalier Investments
Georgia
$1.07M +$1.03M +27,588 New
NF
293
Nikulski Financial
Iowa
$1.07M +$110K +2,960 +12%
SAA
294
Southeast Asset Advisors
Georgia
$1.06M +$1.01M +27,280 New
AFG
295
Arkansas Financial Group
Arkansas
$1.05M +$380K +10,227 +61%
KFGK
296
Keystone Financial Group (Kentucky)
Kentucky
$1.01M +$963K +25,923 New
EWM
297
Empirical Wealth Management
Washington
$1M +$961K +25,855 New
AWA
298
Alta Wealth Advisors
Massachusetts
$992K +$40.4K +1,088 +4%
William Blair & Company
299
William Blair & Company
Illinois
$991K +$837K +22,517 +749%
RCM
300
Raleigh Capital Management
North Carolina
$962K -$322K -8,668 -26%

SPSM Hedge Fund Activity: Q2 2023 in Review

667 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q2 2023, worth a combined $5.38B — up 38% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new SPSM positions and 24 closed out — a net gain of 196 holders — while 290 added to existing stakes and 121 trimmed.

The largest buyer was Ameriprise, adding an estimated $118M. The largest seller was Wealthcare Advisory Partners, cutting an estimated $20.2M.

  • 667 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q2 2023, up from 477 in Q1 2023.
  • Funds reported $5.38B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q2 2023, up 38% quarter-over-quarter.
  • 220 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q2 2023 and 24 closed out, a net change of +196 holders.
  • The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q2 2023 was Ameriprise, an estimated $118M added.
  • The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q2 2023 was Wealthcare Advisory Partners, an estimated $20.2M sold.

Based on aggregated 13F filings for Q2 2023.