We are live on ! Find out more
SPSM icon

State Street SPDR Portfolio S&P 600 Small Cap ETF

435 hedge funds and large institutions have $3.43B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 146

7% more funds holding in top 10

Funds holding in top 10: 2931 (+2)

5% more funds holding

Funds holding: 414435 (+21)

2.33% more ownership

Funds ownership: 75.27%77.6% (+2.3%)

0% less capital invested

Capital invested by funds: $3.45B → $3.43B (-$13.5M)

Holders
435
Holders Change
+21
Holders Change %
+5.07%
% of All Funds
6.86%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
54
Increased
178
Reduced
146
Closed
28
Calls
$870K
Puts
Net Calls
+$870K
Net Calls Change
+$621K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Avior Wealth Management
Nebraska
$5.9M +$80K +1,900 +1%
Mariner
77
Mariner
Kansas
$5.9M +$4.71M +111,849 +394%
BlackRock
78
BlackRock
New York
$5.71M -$43.9K -1,042 -0.8%
GWM
79
Geneos Wealth Management
Colorado
$5.63M +$992K +23,572 +21%
GRP
80
Global Retirement Partners
California
$5.62M +$6.31M +149,824 New
AA
81
Advisory Alpha
Michigan
$5.61M -$123K -2,921 -2%
AO
82
Advisor OS
Illinois
$5.59M +$3.1M +73,629 +124%
APC
83
Aspire Private Capital
North Carolina
$5.55M +$629K +14,937 +13%
PAS
84
Park Avenue Securities
New York
$5.18M +$197K +4,690 +4%
WMS
85
Wealth Management Solutions
Pennsylvania
$5.17M +$2.12M +50,317 +69%
EH
86
Equitable Holdings
New York
$5.16M +$793K +18,837 +18%
SS
87
Simplicity Solutions
Minnesota
$5.05M +$5.05M +119,946 New
CWM
88
Cahaba Wealth Management
Georgia
$4.96M +$166K +3,952 +3%
WCFA
89
Walkner Condon Financial Advisors
Wisconsin
$4.86M +$4.86M +115,532 New
SCA
90
Snowden Capital Advisors
New York
$4.78M +$606K +14,398 +15%
IWC
91
Integrated Wealth Concepts
Massachusetts
$4.69M +$81.5K +1,936 +2%
Mirae Asset Global Investments
92
Mirae Asset Global Investments
South Korea
$4.63M +$2.11M +50,167 +84%
ICM
93
Islay Capital Management
Texas
$4.62M +$314K +7,470 +7%
JFA
94
JNBA Financial Advisors
Minnesota
$4.61M -$596K -14,168 -11%
BOC
95
Bull Oak Capital
California
$4.57M -$1.04M -24,713 -19%
FFG
96
Fullen Financial Group
Ohio
$4.51M -$42.3K -1,005 -0.9%
SFS
97
Security Financial Services
Indiana
$4.49M -$434K -10,314 -9%
PA
98
PSI Advisors
Florida
$4.45M +$417K +9,903 +10%
5L
99
55I LLC
Massachusetts
$4.45M -$1M -23,849 -18%
MHS
100
M Holdings Securities
Oregon
$4.43M +$4.43M +105,243 New

SPSM Hedge Fund Activity: Q1 2022 in Review

435 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q1 2022, worth a combined $3.43B — down 0.39% from $3.45B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPSM positions and 28 closed out — a net gain of 26 holders — while 178 added to existing stakes and 146 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $53.8M. The largest seller was Grimes & Company, cutting an estimated $38.9M.

  • 435 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q1 2022, up from 414 in Q4 2021.
  • Funds reported $3.43B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q1 2022, down 0.39% quarter-over-quarter.
  • 54 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q1 2022 and 28 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $53.8M added.
  • The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q1 2022 was Grimes & Company, an estimated $38.9M sold.

Based on aggregated 13F filings for Q1 2022.