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
TPSF
51
Texas Permanent School Fund
Texas
$20.2M +$19.3M +520,068 New
GLA
52
Good Life Advisors
Pennsylvania
$20M +$372K +10,012 +2%
Stifel Financial
53
Stifel Financial
Missouri
$19.8M +$13.8M +369,998 +265%
Corient Private Wealth
54
Corient Private Wealth
Florida
$18.7M +$13.1M +352,596 +272%
AAS
55
Annex Advisory Services
Wisconsin
$18M -$1.83M -49,179 -10%
IWM
56
IHT Wealth Management
Illinois
$17.9M +$1.62M +43,617 +10%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$16.2M +$15.5M +417,202 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$16.2M +$2.49M +67,045 +19%
RW
59
RVW Wealth
California
$16.1M +$15.4M +415,549 New
GWAG
60
Garrett Wealth Advisory Group
Texas
$15.8M +$411K +11,053 +3%
DWM
61
Dakota Wealth Management
Florida
$15.3M +$761K +20,469 +5%
MFS
62
McNamara Financial Services
Massachusetts
$15.3M +$235K +6,331 +2%
PFA
63
Pure Financial Advisors
California
$14.8M -$333K -8,961 -2%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$14.8M +$3.98M +107,201 +39%
KAS
65
Kestra Advisory Services
Texas
$13.7M +$10.1M +272,580 +335%
JP Morgan Chase
66
JP Morgan Chase
New York
$12.9M +$8.53M +229,452 +225%
MFG
67
Marmo Financial Group
Tennessee
$12.2M +$836K +22,487 +8%
MML Investors Services
68
MML Investors Services
Massachusetts
$12.2M +$4.84M +130,346 +71%
GKWIM
69
Gerber Kawasaki Wealth & Investment Management
California
$12.2M +$11.7M +314,119 New
TC
70
Trilogy Capital
California
$12.2M +$303K +8,147 +3%
BSWM
71
Boston Standard Wealth Management
Massachusetts
$12M +$516K +13,881 +5%
BS
72
Banco Santander
Spain
$11.9M +$11.4M +306,745 New
ACG
73
Allen Capital Group
Nebraska
$11.9M +$745K +20,057 +7%
DJSG
74
D.J. St. Germain
Massachusetts
$11.6M +$11.1M +298,661 New
TMWM
75
Taylor & Morgan Wealth Management
Michigan
$10.8M +$10.3M +278,466 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.