We are live on ! Find out more
SPSM icon

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
CAS
651
Coppell Advisory Solutions
Texas
$3.5K +$3.35K +90 New
DWMG
652
DB Wealth Management Group
California
$3.03K +$2.9K +78 New
S
653
SignatureFD
Georgia
$2.76K -$1.41K -38 -35%
MRCM
654
M&R Capital Management
New Jersey
$2.52K
PWMG
655
Prestige Wealth Management Group
New Jersey
$2.18K
FA
656
Fiduciary Alliance
South Carolina
$2.17K +$2.08K +56 New
C
657
Covestor
United Kingdom
$2K -$557 -15 -22%
LWCFA
658
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.94K +$1.86K +50 New
RFG
659
RFP Financial Group
Georgia
$1.85K +$1.78K +48 New
Russell Investments Group
660
Russell Investments Group
United Kingdom
$1.8K
FBC
661
Fairfield, Bush & Co
Connecticut
$1.01K +$966 +26 New
HFS
662
Hantz Financial Services
Michigan
$1K
SCA
663
Stonebridge Capital Advisors
Minnesota
$932 +$892 +24 New
GWMIA
664
Global Wealth Management Investment Advisory
Florida
$854 +$818 +22 New
FAM
665
Family Asset Management
South Carolina
$777
PP
666
Pacifica Partners
Canada
$771 +$743 +20 New
ECM
667
EMC Capital Management
Texas
$255 +$45.9K +1,235 +80%
BWL
668
Bogart Wealth LLC
Virginia
$78 +$74 +2 New
YAL
669
Your Advocates Ltd
Texas
$39
SFI
670
SPC Financial Inc
Maryland
-$1.96M -51,770 Closed
VWM
671
Venturi Wealth Management
Texas
-$1.64M -43,300 Closed
Two Sigma Advisers
672
Two Sigma Advisers
New York
-$1.53M -40,400 Closed
HF
673
HRT Financial
New York
-$637K -16,885 Closed
CFA
674
Compass Financial Advisors
Indiana
-$567K -15,017 Closed
Walleye Capital
675
Walleye Capital
New York
-$520K -13,768 Closed

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.