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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
FSWA
76
Financial Synergies Wealth Advisors
Texas
$10.6M +$334K +8,994 +3%
LFPWM
77
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M -$8.56M -230,295 -46%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$10.5M +$2.55M +68,695 +34%
VFA
79
Valeo Financial Advisors
Indiana
$10.4M +$1.54M +41,379 +18%
Goldman Sachs
80
Goldman Sachs
New York
$10.4M +$6.69M +180,059 +205%
KW
81
KWB Wealth
California
$10.1M +$1.65M +44,490 +21%
JMPWA
82
JP Morgan Private Wealth Advisors
California
$9.93M +$7.2M +193,780 +313%
WCM
83
Windsor Capital Management
Arizona
$9.55M +$416K +11,194 +5%
FHA
84
Flagship Harbor Advisors
Massachusetts
$9.36M +$1.12M +30,181 +14%
WA
85
WBH Advisory
Maryland
$9.35M +$213K +5,733 +2%
AWC
86
Adamsbrown Wealth Consultants
Kansas
$9.3M +$1.33M +35,835 +18%
CSPIA
87
Cary Street Partners Investment Advisory
Virginia
$9.3M +$8.73M +234,810 +5,115%
ACA
88
Aspire Capital Advisors
Washington
$9.17M +$8.78M +236,188 New
FZCM
89
Flynn Zito Capital Management
New York
$8.74M +$1.57M +42,158 +23%
NSAM
90
North Star Asset Management
Wisconsin
$8.73M +$324K +8,714 +4%
PI
91
Pachira Investments
California
$8.6M +$8.23M +221,327 New
AF
92
Allworth Financial
California
$8.52M +$647K +17,414 +9%
CIC
93
Carnegie Investment Counsel
Ohio
$8.45M +$8.09M +217,581 New
BAM
94
Berkshire Asset Management
Pennsylvania
$8.4M +$8.04M +216,329 New
GWM
95
Geneos Wealth Management
Colorado
$8.34M +$630K +16,945 +9%
GRP
96
Global Retirement Partners
California
$8.15M +$596K +16,044 +8%
WMS
97
Wealth Management Solutions
Pennsylvania
$8.06M -$926K -24,925 -11%
SWP
98
Stratos Wealth Partners
Ohio
$7.95M -$1.93M -51,810 -20%
BWM
99
BCGM Wealth Management
Indiana
$7.87M +$2.5M +67,182 +50%
LFG
100
Larson Financial Group
Missouri
$7.74M -$93.7K -2,521 -1%

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.