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State Street SPDR Portfolio S&P 600 Small Cap ETF

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: 2931 (+2)

5% more funds holding

Funds holding: 414435 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
26
Pinnacle Wealth Planning Services
Ohio
$26.2M +$13.7M +325,707 +109%
PWA
27
Peterson Wealth Advisors
Utah
$22.6M +$787K +18,691 +4%
FWM
28
Frontier Wealth Management
Missouri
$21.2M +$3.62M +85,907 +20%
LFPWM
29
Leicht Financial Planning & Wealth Management
New Jersey
$19.5M +$522K +12,400 +3%
KW
30
KWB Wealth
California
$18.9M -$71.1K -1,688 -0.4%
GLA
31
Good Life Advisors
Pennsylvania
$18.6M -$647K -15,368 -3%
ST
32
Spinnaker Trust
Maine
$18.3M -$1.74M -41,260 -9%
RJA
33
Raymond James & Associates
Florida
$17.5M +$2.87M +68,133 +20%
PFA
34
Pure Financial Advisors
California
$16.9M +$1.46M +34,800 +9%
BFG
35
Barber Financial Group
Kansas
$16.9M -$548K -13,017 -3%
Wells Fargo
36
Wells Fargo
California
$16.5M -$2.33M -55,419 -12%
Morgan Stanley
37
Morgan Stanley
New York
$16.1M +$4.43M +105,208 +38%
SWP
38
Stratos Wealth Partners
Ohio
$15.8M -$6.37M -151,400 -29%
MFS
39
McNamara Financial Services
Massachusetts
$15.8M -$141K -3,352 -0.9%
PWP
40
Personal Wealth Partners
Minnesota
$15.4M +$330K +7,849 +2%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$15M -$12.6K -299 -0.1%
CW
42
CreativeOne Wealth
Kansas
$14.4M -$2.56M -60,878 -15%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$14M -$1.64M -38,882 -10%
TI
44
Tidal Investments
Wisconsin
$13.5M +$13.6M +322,001 New
AWM
45
AE Wealth Management
Kansas
$12.7M -$3.29M -78,106 -21%
GVAG
46
Great Valley Advisor Group
Delaware
$12.1M +$1.32M +31,274 +12%
CAN
47
Cetera Advisor Networks
California
$11.8M +$2.68M +63,573 +29%
BSWM
48
Boston Standard Wealth Management
Massachusetts
$11.6M +$281K +6,681 +2%
TC
49
Trilogy Capital
California
$11.4M +$9.25M +219,823 +426%
FSWA
50
Financial Synergies Wealth Advisors
Texas
$10.4M -$186K -4,408 -2%

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.