State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
667 hedge funds and large institutions have $5.38B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 220 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.
817% more first-time investments, than exits
New positions opened: 220 | Existing positions closed: 24
518% more call options, than puts
Call options by funds: $1.06M | Put options by funds: $171K
140% more repeat investments, than reductions
Existing positions increased: 290 | Existing positions reduced: 121
40% more funds holding
Funds holding: 477 → 667 (+190)
38% more capital invested
Capital invested by funds: $3.9B → $5.38B (+$1.48B)
23% more funds holding in top 10
Funds holding in top 10: 39 → 48 (+9)
7.9% less ownership
Funds ownership: 78.42% → 70.52% (-7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$118M |
| 2 |
LPL Financial
San Diego,
California
|
+$101M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$62.2M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$55.4M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
+$51.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$20.2M |
| 2 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$12.3M |
| 3 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
-$8.56M |
| 4 |
AssetMark Inc
Concord,
California
|
-$7.77M |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$7.46M |
SPSM Hedge Fund Activity: Q2 2023 in Review
667 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q2 2023, worth a combined $5.38B — up 38% from $3.9B a quarter earlier.
Buyers outnumbered sellers: 220 funds opened new SPSM positions and 24 closed out — a net gain of 196 holders — while 290 added to existing stakes and 121 trimmed.
The largest buyer was Ameriprise, adding an estimated $118M. The largest seller was Wealthcare Advisory Partners, cutting an estimated $20.2M.
- 667 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q2 2023, up from 477 in Q1 2023.
- Funds reported $5.38B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q2 2023, up 38% quarter-over-quarter.
- 220 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q2 2023 and 24 closed out, a net change of +196 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q2 2023 was Ameriprise, an estimated $118M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q2 2023 was Wealthcare Advisory Partners, an estimated $20.2M sold.
Based on aggregated 13F filings for Q2 2023.