We are live on ! Find out more
SPSM icon

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
TIM
351
Tortoise Investment Management
New York
$129K +$1.35K +32 +1%
AF
352
Advisornet Financial
Minnesota
$126K +$24.9K +591 +25%
EWA
353
EP Wealth Advisors
California
$122K +$123K +2,911 New
GI
354
Gradient Investments
Minnesota
$101K
BIP
355
Blueprint Investment Partners
North Carolina
$98K -$241K -5,733 -71%
WBC
356
West Branch Capital
Massachusetts
$98K -$79.8K -1,895 -45%
William Blair & Company
357
William Blair & Company
Illinois
$94K -$26.3K -624 -22%
ANBT
358
American National Bank & Trust
Texas
$84K
RIM
359
Rockbridge Investment Management
New York
$79.1K -$14.4K -342 -16%
PP
360
PrairieView Partners
Minnesota
$77K -$3.58K -85 -4%
BHWM
361
Bay Harbor Wealth Management
Maryland
$75K +$15.2K +361 +25%
OSNBOA
362
Old Second National Bank of Aurora
Illinois
$74K +$3.45K +82 +5%
BA
363
Bellwether Advisors
Nebraska
$73K
AIA
364
Armor Investment Advisors
North Carolina
$69K
CCM
365
Covington Capital Management
California
$66K +$42 +1 +0.1%
SPWM
366
Spartan Planning & Wealth Management
North Carolina
$65K +$65.4K +1,554 New
Bank of Montreal
367
Bank of Montreal
Ontario, Canada
$64K +$8.71K +207 +16%
HWMA
368
Heritage Wealth Management (Arizona)
Arizona
$61K +$60.7K +1,443 New
CIAS
369
CFS Investment Advisory Services
New Jersey
$61K +$53.8M +1,277,387 +3,891%
JWA
370
JFS Wealth Advisors
Pennsylvania
$60K
ADL
371
Asset Dedication LLC
California
$52K
PFS
372
Prospera Financial Services
Texas
$46K +$46.5K +1,104 New
SSB
373
Sandy Spring Bank
Maryland
$45K
FWP
374
FAS Wealth Partners
Kansas
$36K -$43.7K -1,039 -55%
GFPC
375
Global Financial Private Client
Florida
$33.7K +$33.4K +793 New

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.