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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
TPCW
551
TD Private Client Wealth
New York
$151K +$4.94K +133 +4%
AIM
552
Arcadia Investment Management
Michigan
$148K +$142K +3,810 New
WBCM
553
Wilson & Boucher Capital Management
California
$144K +$138K +3,700 New
Citigroup
554
Citigroup
New York
$140K +$117K +3,143 +679%
CHA
555
Carmichael Hill & Associates
Maryland
$129K +$124K +3,334 New
CP
556
Castleview Partners
Texas
$108K -$12.3K -331 -11%
NCM
557
Northwest Capital Management
Oregon
$107K +$103K +2,765 New
AF
558
Advisornet Financial
Minnesota
$103K -$4.91K -132 -5%
MPCG
559
Matrix Private Capital Group
New York
$95.5K +$91.4K +2,460 New
US Bancorp
560
US Bancorp
Minnesota
$93.9K +$79.9K +2,151 +806%
WBC
561
West Branch Capital
Massachusetts
$90.9K
NFSG
562
Newbridge Financial Services Group
Florida
$90.1K
GI
563
Gradient Investments
Minnesota
$90K -$258K -6,934 -75%
TIM
564
Tortoise Investment Management
New York
$89.8K
OSNBOA
565
Old Second National Bank of Aurora
Illinois
$87.8K +$3.38K +91 +4%
IPW
566
Impact Partnership Wealth
Georgia
$87.5K +$83.8K +2,254 New
JWA
567
JFS Wealth Advisors
Pennsylvania
$83.4K +$37 +1 +0%
First Manhattan
568
First Manhattan
New York
$80.2K +$76.8K +2,066 New
HBW
569
Hazlett, Burt & Watson
West Virginia
$79K +$75.5K +2,031 New
ST
570
Smithfield Trust
Pennsylvania
$79K +$79.4K +2,137 New
ANBT
571
American National Bank & Trust
Texas
$77.3K
SAM
572
S.A. Mason
Michigan
$71.2K
PO
573
Private Ocean
California
$66.8K +$63.9K +1,720 New
PP
574
PrairieView Partners
Minnesota
$66K
AP
575
Atwood & Palmer
Missouri
$62.6K +$59.9K +1,611 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.