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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
Fifth Third Bancorp
601
Fifth Third Bancorp
Ohio
$25.1K -$121K -3,265 -84%
EWM
602
EPG Wealth Management
Georgia
$24.9K +$12K +323 +102%
SS
603
Sunbelt Securities
Texas
$24K
LOIP
604
Live Oak Investment Partners
Texas
$23.7K
Simplex Trading
605
Simplex Trading
Illinois
$23K +$22.3K +600 New
CIA
606
Cape Investment Advisory
Georgia
$22.9K +$2.97K +80 +16%
LSA
607
Lansing Street Advisors
Pennsylvania
$22.8K +$21.8K +587 New
BC
608
Barrett & Company
Rhode Island
$21.8K +$20.9K +562 New
CFFP
609
Center for Financial Planning
Michigan
$19.4K
FHA
610
First Horizon Advisors
Tennessee
$19.4K +$18.6K +500 New
JGIA
611
Jackson Grant Investment Advisers
Connecticut
$18.9K +$74 +2 +0.4%
MHR
612
Matthew Hamilton Rosenberg
$18.3K
TAM
613
Tucker Asset Management
Colorado
$18.1K +$9.55K +257 +123%
OIA
614
Optimum Investment Advisors
Illinois
$17.2K +$16.5K +444 New
VAG
615
VisionPoint Advisory Group
Texas
$17.2K +$16.5K +443 New
LF
616
Lee Financial
Texas
$17K +$11K +295 +208%
FFL
617
Financial Freedom LLC
Ohio
$16.7K +$15.9K +429 New
WWM
618
Wolff Wiese Magana
California
$15.3K
CB
619
Centennial Bank
Arkansas
$14.6K +$14K +377 New
GWANC
620
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.4K +$13.8K +371 New
MPWT
621
MassMutual Private Wealth & Trust
Connecticut
$14.2K +$13.5K +363 +12,100%
AWM
622
AllSquare Wealth Management
New York
$13.1K +$13.3K +357 New
OP
623
ORG Partners
Indiana
$12K +$11.3K +305 New
TWM
624
Tradition Wealth Management
Minnesota
$12K +$11.9K +320 New
LWANC
625
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.4K +$37 +1 +0.3%

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.