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
SIAP
101
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.53M -$11.9K -319 -0.4%
AO
102
Advisor OS
Illinois
$7.47M +$2.14M +57,505 +43%
WWM
103
Western Wealth Management
Colorado
$7.42M +$2.49M +67,098 +54%
HPC
104
HM Payson & Co
Maine
$7.27M +$7.58K +204 +0.1%
DADC
105
D.A. Davidson & Co
Montana
$7.2M +$6M +161,344 +670%
PIMG
106
Patriot Investment Management Group
Tennessee
$7.15M +$4.46M +120,128 +188%
PAS
107
Park Avenue Securities
New York
$6.8M +$557K +14,990 +9%
CWM
108
Cahaba Wealth Management
Georgia
$6.66M +$327K +8,804 +5%
IWMA
109
Ironwood Wealth Management (Arizona)
Arizona
$6.57M +$5.69M +153,218 +961%
SIAS
110
Summit Investment Advisory Services
Minnesota
$6.44M +$244K +6,569 +4%
1WM
111
1900 Wealth Management
Texas
$6.44M +$6.16M +165,857 New
TFA
112
TPG Financial Advisors
Oregon
$6.43M +$412K +11,073 +7%
ACM
113
AlphaStar Capital Management
North Carolina
$6.42M -$6.27M -168,653 -51%
WI
114
WrapManager Inc
California
$6.28M +$191K +5,130 +3%
AWM
115
Avior Wealth Management
Nebraska
$6.07M +$114K +3,054 +2%
AMG
116
Asset Management Group
Connecticut
$5.88M +$5.63M +151,402 New
AWM
117
AE Wealth Management
Kansas
$5.82M +$827K +22,247 +17%
VFM
118
Valley Financial Management
New York
$5.82M +$3.06M +82,262 +122%
JFA
119
JNBA Financial Advisors
Minnesota
$5.67M +$728K +19,575 +15%
FAIM
120
Financial Advocates Investment Management
Washington
$5.65M +$3.16M +84,993 +141%
MHWM
121
Montz Harcus Wealth Management
Louisiana
$5.56M +$2.02M +54,282 +61%
AC
122
AIFG Consultants
New York
$5.55M +$129K +3,478 +2%
WCG
123
Wall Capital Group
Arizona
$5.49M +$5.15M +138,585 New
TCFP
124
Treasure Coast Financial Planning
Florida
$5.27M +$365K +9,828 +8%
6F
125
626 Financial
Michigan
$5.14M +$1.35M +36,211 +38%

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.