State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
119 hedge funds and large institutions have $407M invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 8 closing their positions.
413% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 8
250% more funds holding in top 10
Funds holding in top 10: 2 → 7 (+5)
172% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 18
37% more funds holding
Funds holding: 87 → 119 (+32)
21% more capital invested
Capital invested by funds: $336M → $407M (+$71M)
8.18% less ownership
Funds ownership: 58.69% → 50.51% (-8.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$17.6M |
| 2 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$10.9M |
| 3 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$9.83M |
| 4 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
+$5.14M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$4.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$6.9M |
| 2 |
State Street
Boston,
Massachusetts
|
-$3.99M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$2.79M |
| 4 |
AssetMark Inc
Concord,
California
|
-$2.22M |
| 5 |
CF
Copperwynd Financial
Scottsdale,
Arizona
|
-$1.86M |
SPSM Hedge Fund Activity: Q1 2018 in Review
119 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q1 2018, worth a combined $407M — up 21% from $336M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SPSM positions and 8 closed out — a net gain of 33 holders — while 49 added to existing stakes and 18 trimmed.
The largest buyer was Gradient Investments, adding an estimated $17.6M. The largest seller was Stadion Money Management, exiting entirely with an estimated $6.9M sold.
- 119 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q1 2018, up from 87 in Q4 2017.
- Funds reported $407M of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q1 2018, up 21% quarter-over-quarter.
- 41 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q1 2018 and 8 closed out, a net change of +33 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q1 2018 was Gradient Investments, an estimated $17.6M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q1 2018 was Stadion Money Management, an estimated $6.9M sold.
Based on aggregated 13F filings for Q1 2018.