We are live on ! Find out more
SPSM icon

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.

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: 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)

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

Top Buyers

1
CIAS
CFS Investment Advisory Services
New Jersey
+$53.8M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$36.1M
3
Bank of America
Bank of America
North Carolina
+$35.5M
4
GSIS
Global Strategic Investment Solutions
Arizona
+$30.7M
5
LPL Financial
LPL Financial
California
+$29.8M

Top Sellers

1
GC
Grimes & Company
Massachusetts
-$38.9M
2
Charles Schwab
Charles Schwab
California
-$17.6M
3
SMM
Stadion Money Management
Georgia
-$17.3M
4
HIM
Hanlon Investment Management
New Jersey
-$8.13M
5
Truist Financial
Truist Financial
North Carolina
-$6.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
326
Pinnacle Family Advisors
Missouri
$232K +$1.94K +46 +0.8%
VHAM
327
Van Hulzen Asset Management
California
$231K -$8K -190 -3%
KCPG
328
Kavar Capital Partners Group
Kansas
$228K – – –
SIM
329
Sadoff Investment Management
Wisconsin
$225K +$225K +5,355 New
SAM
330
Strategic Asset Management
Minnesota
$222K -$166K -3,951 -43%
SF
331
Synovus Financial
Georgia
$219K +$42 +1 +0%
FT
332
Fiduciary Trust
Massachusetts
$217K – – –
MOS
333
MGO One Seven
Ohio
$216K – – –
IFPL
334
Investments & Financial Planning LLC
Kentucky
$212K +$421 +10 +0.2%
AIM
335
Anchor Investment Management
South Carolina
$210K – – –
MWM
336
Maripau Wealth Management
Indiana
$209K +$218K +5,169 New
BF
337
BOK Financial
Oklahoma
$207K -$21.4K -509 -9%
FMI
338
F/M Investments
District of Columbia
$207K – – –
PNC Financial Services Group
339
PNC Financial Services Group
Pennsylvania
$202K -$11.5K -273 -5%
APA
340
Astoria Portfolio Advisors
New York
$201K -$11.6K -276 -5%
AP
341
Advisor Partners
California
$200K -$5.14K -122 -3%
KFI
342
Key Financial Inc
Pennsylvania
$194K +$61.9K +1,470 +47%
YAL
343
Your Advocates Ltd
Texas
$191K -$295 -7 -0.2%
IBOK
344
Independence Bank of Kentucky
Kentucky
$189K +$157K +3,733 +493%
CFD
345
Creative Financial Designs
Indiana
$175K -$1.18K -28 -0.7%
EWM
346
Evermay Wealth Management
Virginia
$175K +$175K +4,161 New
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$169K -$115K -2,742 -41%
LAS
348
Lloyd Advisory Services
Georgia
$151K +$17.5K +415 +13%
Fidelity Investments
349
Fidelity Investments
Massachusetts
$151K +$33.2K +788 +28%
TRCT
350
Tower Research Capital (TRC)
New York
$130K +$130K +3,087 New
12 13
14
15 16

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.