We are live on ! Find out more
SPSM icon

State Street SPDR Portfolio S&P 600 Small Cap ETF

206 hedge funds and large institutions have $784M invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 121 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 41

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

11% more capital invested

Capital invested by funds: $709M → $784M (+$74.7M)

2.84% more ownership

Funds ownership: 57.08%59.92% (+2.8%)

0% more funds holding

Funds holding: 205206 (+1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
206
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
4.47%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.26%
New
21
Increased
121
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
Mutual Advisors
Nebraska
$774K +$20.3K +669 +3%
SFG
102
SNS Financial Group
Minnesota
$749K +$31.4K +1,034 +4%
DWM
103
Doyle Wealth Management
Florida
$700K +$204K +6,702 +41%
CF
104
Centaurus Financial
California
$695K +$675K +22,179 +4,409%
BDF
105
Balasa Dinverno & Foltz
$680K +$279K +9,180 +70%
AWM
106
Affinity Wealth Management
Delaware
$650K +$18.6K +611 +3%
AIS
107
Accurate Investment Solutions
Pennsylvania
$643K +$18.9K +622 +3%
LF
108
Lantz Financial
Illinois
$641K +$637K +20,943 New
SEI Investments
109
SEI Investments
Pennsylvania
$607K -$4.38K -144 -0.7%
Citigroup
110
Citigroup
New York
$605K
GM
111
GeoWealth Management
Illinois
$594K +$589K +19,382 New
BHWM
112
Bay Harbor Wealth Management
Maryland
$584K +$264K +8,673 +83%
PCIA
113
Prime Capital Investment Advisors
Kansas
$558K
AI
114
Atria Investments
North Carolina
$558K +$68K +2,236 +13%
KWM
115
Kingsview Wealth Management
Oregon
$538K +$197K +6,462 +58%
CAM
116
Concorde Asset Management
Michigan
$483K -$82.5K -2,714 -15%
IWMA
117
Ironwood Wealth Management (Arizona)
Arizona
$482K -$122 -4 -0%
PA
118
Paracle Advisors
Washington
$468K +$84.5K +2,777 +22%
DAS
119
Dynamic Advisor Solutions
Arizona
$461K +$27.5K +904 +6%
VIP
120
Vantage Investment Partners
Missouri
$457K +$912 +30 +0.2%
WP
121
WealthSource Partners
California
$448K -$1.41M -46,313 -76%
VHAM
122
Van Hulzen Asset Management
California
$437K +$16.6K +545 +4%
PFM
123
Parsec Financial Management
North Carolina
$437K +$116K +3,819 +37%
SCM
124
Stonehearth Capital Management
Massachusetts
$425K +$422K +13,865 New
CA
125
Cetera Advisors
Colorado
$405K +$5.08K +167 +1%

SPSM Hedge Fund Activity: Q2 2019 in Review

206 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q2 2019, worth a combined $784M — up 11% from $709M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SPSM positions and 16 closed out — a net gain of 5 holders — while 121 added to existing stakes and 41 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $18.9M. The largest seller was Grimes & Company, cutting an estimated $15M.

  • 206 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q2 2019, up from 205 in Q1 2019.
  • Funds reported $784M of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q2 2019, up 11% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q2 2019 and 16 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q2 2019 was AE Wealth Management, an estimated $18.9M added.
  • The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q2 2019 was Grimes & Company, an estimated $15M sold.

Based on aggregated 13F filings for Q2 2019.