State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
476 hedge funds and large institutions have $9.91B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 192 increasing their positions, 151 reducing their positions, and 33 closing their positions.
2,086% more call options, than puts
Call options by funds: $1.53M | Put options by funds: $70K
237% more capital invested
Capital invested by funds: $2.94B → $9.91B (+$6.97B)
170% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 33
30% more funds holding in top 10
Funds holding in top 10: 30 → 39 (+9)
27% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 151
11% more funds holding
Funds holding: 430 → 476 (+46)
3.14% more ownership
Funds ownership: 76.06% → 79.2% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$135M |
| 2 |
LPL Financial
San Diego,
California
|
+$75.8M |
| 3 |
B
Bridgeworth
Birmingham,
Alabama
|
+$28.8M |
| 4 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$27.3M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$67.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$53.2M |
| 3 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$29.9M |
| 4 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$27.3M |
| 5 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$21.1M |
SPSM Hedge Fund Activity: Q4 2022 in Review
476 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q4 2022, worth a combined $9.91B — up 237% from $2.94B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new SPSM positions and 33 closed out — a net gain of 56 holders — while 192 added to existing stakes and 151 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $135M. The largest seller was Valmark Advisers, cutting an estimated $67.2M.
- 476 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q4 2022, up from 430 in Q3 2022.
- Funds reported $9.91B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q4 2022, up 237% quarter-over-quarter.
- 89 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q4 2022 and 33 closed out, a net change of +56 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $135M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q4 2022 was Valmark Advisers, an estimated $67.2M sold.
Based on aggregated 13F filings for Q4 2022.