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State Street SPDR Portfolio S&P 600 Small Cap ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 477667 (+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: 3948 (+9)

7.9% less ownership

Funds ownership: 78.42%70.52% (-7.9%)

Holders
667
Holders Change
+190
Holders Change %
+39.83%
% of All Funds
10.47%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.75%
New
220
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
451
Prospera Financial Services
Texas
$356K +$341K +9,164 New
SIA
452
Strategic Investment Advisors
Michigan
$356K -$115K -3,088 -25%
VDBMI
453
Van Den Berg Management I
Texas
$355K -$5.83K -157 -2%
BFC
454
Bedel Financial Consulting
Indiana
$352K +$337K +9,069 New
CI
455
CX Institutional
Indiana
$348K -$384K -10,345 -54%
FIM
456
Fernwood Investment Management
Massachusetts
$344K +$5.58K +150 +2%
HSG
457
Helen Stephens Group
Texas
$343K -$3.94K -106 -1%
HWM
458
Horizon Wealth Management
Illinois
$343K +$4.91K +132 +2%
SS
459
Simplicity Solutions
Minnesota
$343K -$176K -4,729 -35%
BFG
460
Bleakley Financial Group
New Jersey
$343K +$328K +8,822 New
MHS
461
M Holdings Securities
Oregon
$336K -$2.82M -75,817 -90%
NWMG
462
National Wealth Management Group
Ohio
$333K +$309K +8,326 New
KCPG
463
Kavar Capital Partners Group
Kansas
$330K +$315K +8,488 New
PSCM
464
Per Stirling Capital Management
Texas
$330K +$315K +8,486 New
OPWM
465
Oakwell Private Wealth Management
Texas
$328K +$314K +8,443 New
MFT
466
Moisand Fitzgerald Tamayo
Florida
$327K -$66.4K -1,786 -17%
AWM
467
Adams Wealth Management
Utah
$318K -$202K -5,427 -40%
PCM
468
Parsons Capital Management
Rhode Island
$316K -$3.72K -100 -1%
LFA
469
Laraway Financial Advisors
Minnesota
$315K +$301K +8,100 New
MFG
470
Monumental Financial Group
Maryland
$313K +$300K +8,068 New
GFPC
471
Global Financial Private Client
Florida
$313K -$1.34K -36 -0.4%
HFA
472
High Falls Advisors
New York
$311K +$297K +8,001 New
ATC
473
Argent Trust Co
Tennessee
$308K +$295K +7,937 New
AFG
474
Atomi Financial Group
New York
$308K +$706 +19 +0.2%
SFO
475
Stokes Family Office
Louisiana
$308K +$295K +7,936 New

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.