State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
477 hedge funds and large institutions have $3.9B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 234 increasing their positions, 145 reducing their positions, and 43 closing their positions.
3,012% more call options, than puts
Call options by funds: $809K | Put options by funds: $26K
61% more repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 145
23% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 43
0% more funds holding
Funds holding: 476 → 477 (+1)
0% more funds holding in top 10
Funds holding in top 10: 39 → 39 (0)
0.78% less ownership
Funds ownership: 79.2% → 78.42% (-0.78%)
61% less capital invested
Capital invested by funds: $9.91B → $3.9B (-$6B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$106M |
| 2 |
LPL Financial
San Diego,
California
|
+$70.1M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$45M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$39.1M |
| 5 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$28.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$56.8M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$50.5M |
| 3 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$28.5M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$10.3M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$8.13M |
SPSM Hedge Fund Activity: Q1 2023 in Review
477 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q1 2023, worth a combined $3.9B — down 61% from $9.91B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SPSM positions and 43 closed out — a net gain of 10 holders — while 234 added to existing stakes and 145 trimmed.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, opening a new position worth an estimated $106M. The largest seller was Bank of America, cutting an estimated $56.8M.
- 477 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q1 2023, up from 476 in Q4 2022.
- Funds reported $3.9B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q1 2023, down 61% quarter-over-quarter.
- 53 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q1 2023 and 43 closed out, a net change of +10 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q1 2023 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $106M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q1 2023 was Bank of America, an estimated $56.8M sold.
Based on aggregated 13F filings for Q1 2023.