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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
LPWM
426
Lake Point Wealth Management
Texas
$2K – – –
PWMG
427
Prestige Wealth Management Group
New Jersey
$2K – – –
S
428
SignatureFD
Georgia
$2K – – –
TWA
429
TCI Wealth Advisors
Arizona
$2K – – –
HFS
430
Hantz Financial Services
Michigan
$1K -$1.73K -41 -55%
TCWA
431
Ten Capital Wealth Advisors
Washington
$1K – – –
HI
432
Hudock Inc
Pennsylvania
$1K +$295 +7 +19%
CA
433
Crewe Advisors
Utah
$1K +$1.01K +24 New
LWMNY
434
Landmark Wealth Management (New York)
New York
$206 +$8.67K +206 New
WIM
435
Westside Investment Management
California
$13 – – –
HIM
436
Hanlon Investment Management
New Jersey
– -$8.13M -181,844 Closed
Amundi
437
Amundi
France
– -$6.44M -146,186 Closed
CI
438
CX Institutional
Indiana
– -$6.23M -139,330 Closed
PFG
439
Pacific Financial Group
Washington
– -$3.52M -79,496 Closed
CA
440
CSM Advisors
Pennsylvania
– -$2.41M -53,868 Closed
NRA
441
NSI Retail Advisors
Pennsylvania
– -$2.37M -52,936 Closed
ARC
442
Advisor Resource Council
Texas
– -$1.76M -39,497 Closed
SFS
443
Sowell Financial Services
Arkansas
– -$1.06M -23,712 Closed
PIA
444
Perennial Investment Advisors
California
– -$268K -5,988 Closed
CFP
445
Curran Financial Partners
South Carolina
– -$261K -5,846 Closed
BNP Paribas Financial Markets
446
BNP Paribas Financial Markets
France
– -$226K -5,061 Closed
AFG
447
Affinia Financial Group
Massachusetts
– -$212K -4,924 Closed
PPA
448
Parametric Portfolio Associates
Washington
– -$217K -4,865 Closed
CSPIA
449
Cary Street Partners Investment Advisory
Virginia
– -$215K -4,818 Closed
MGIA
450
Moneta Group Investment Advisors
Missouri
– -$202K -4,520 Closed
15 16 17
18
19

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.