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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
OHWP
626
Oak Harbor Wealth Partners
North Carolina
$11.3K +$10.8K +290 New
CA
627
Crewe Advisors
Utah
$11.1K +$9.7K +261 +1,088%
CG
628
Cutler Group
California
$11K +$7.66K +206 +206%
WP
629
WealthPLAN Partners
Nebraska
$9.98K -$6.36K -171 -40%
SIC
630
SJS Investment Consulting
Ohio
$9.75K
PAIM
631
Punch & Associates Investment Management
Minnesota
$9.29K
SWM
632
Spire Wealth Management
Virginia
$8.52K -$1.15K -31 -12%
BWM
633
Baystate Wealth Management
Massachusetts
$8.51K +$8.14K +219 New
EWA
634
EverSource Wealth Advisors
Alabama
$8.47K -$6.5K -175 -45%
FRA
635
Front Row Advisors
California
$7K +$7.17K +193 New
AWM
636
Atticus Wealth Management
Florida
$6.67K +$1K +27 +19%
HS
637
Horan Securities
United States
$6.6K +$37 +1 +0.6%
SC
638
SouthState Corp
Florida
$6.53K
HWM
639
Horizons Wealth Management
North Carolina
$6.37K +$6.09K +164 New
BCM
640
Basso Capital Management
Connecticut
$6.1K +$5.83K +157 New
LC
641
Lindbrook Capital
California
$5.91K +$5.65K +152 New
DAM
642
Delta Asset Management
Tennessee
$5.83K +$5.58K +150 New
FGAM
643
Financial Gravity Asset Management
Texas
$5.79K +$539K +14,492 +11%
FCMT
644
Founders Capital Management (Texas)
Texas
$5.09K +$4.87K +131 New
TSWM
645
Tyler-Stone Wealth Management
Ohio
$5K +$5.02K +135 New
IHWM
646
Iron Horse Wealth Management
Iowa
$4.93K -$892 -24 -16%
APW
647
Atlantic Private Wealth
North Carolina
$4.86K +$4.65K +125 New
NMG
648
New Millennium Group
Utah
$4.71K -$2.97K -80 -40%
HCP
649
Hexagon Capital Partners
Arkansas
$4.54K +$4.35K +117 New
PFM
650
Phillips Financial Management
Indiana
$3.77K

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.