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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
GLLW
376
Graves Light Lenhart Wealth
Virginia
$33K – – –
CFGS
377
Concourse Financial Group Securities
Alabama
$30K -$589 -14 -2%
FFWM
378
Future Financial Wealth Management
Ohio
$28K – – –
SIC
379
SJS Investment Consulting
Ohio
$28K – – –
SWM
380
Spire Wealth Management
Virginia
$25K -$4.38K -104 -15%
SCA
381
Sandy Cove Advisors
Massachusetts
$24K – – –
BFC
382
Bedel Financial Consulting
Indiana
$22K – – –
Qube Research & Technologies (QRT)
383
Qube Research & Technologies (QRT)
United Kingdom
$21K -$13.5K -320 -39%
CFFP
384
Center for Financial Planning
Michigan
$21K – – –
JGIA
385
Jackson Grant Investment Advisers
Connecticut
$20K – – –
RE
386
RBC Europe
United Kingdom
$20K – – –
MHR
387
Matthew Hamilton Rosenberg
$20K +$19.8K +470 New
MAM
388
Meeder Asset Management
Ohio
$19K – – –
SW
389
SVB Wealth
Massachusetts
$19K – – –
C
390
Covestor
United Kingdom
$19K +$2.86K +68 +18%
CT
391
Caldwell Trust
Florida
$17.9K +$17.9K +425 New
AWM
392
Accel Wealth Management
Iowa
$15K – – –
CB
393
Community Bank
New York
$15K – – –
ACA
394
Aptus Capital Advisors
Alabama
$14K +$421 +10 +3%
Bessemer Group
395
Bessemer Group
New Jersey
$13K -$49.8K -1,183 -80%
EWM
396
EPG Wealth Management
Georgia
$13K – – –
AA
397
Ancora Advisors
Ohio
$13K +$12.7K +302 New
SBL
398
Sargent Bickham Lagudis
Colorado
$12K – – –
TSWM
399
Tyler-Stone Wealth Management
Ohio
$12K – – –
MCC
400
Money Concepts Capital
Florida
$11K -$66.2K -1,572 -86%
14 15
16
17 18

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.