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State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM

435 hedge funds and large institutions have $3.43B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 146

7% more funds holding in top 10

Funds holding in top 10: 29 → 31 (+2)

5% more funds holding

Funds holding: 414 → 435 (+21)

2.33% more ownership

Funds ownership: 75.27% → 77.6% (+2.3%)

0% less capital invested

Capital invested by funds: $3.45B → $3.43B (-$13.5M)

Holders
435
Holders Change
+21
Holders Change %
+5.07%
% of All Funds
6.86%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
54
Increased
178
Reduced
146
Closed
28
Calls
$870K
Puts
–
Net Calls
+$870K
Net Calls Change
+$621K

Top Buyers

1
CIAS
CFS Investment Advisory Services
New Jersey
+$53.8M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$36.1M
3
Bank of America
Bank of America
North Carolina
+$35.5M
4
GSIS
Global Strategic Investment Solutions
Arizona
+$30.7M
5
LPL Financial
LPL Financial
California
+$29.8M

Top Sellers

1
GC
Grimes & Company
Massachusetts
-$38.9M
2
Charles Schwab
Charles Schwab
California
-$17.6M
3
SMM
Stadion Money Management
Georgia
-$17.3M
4
HIM
Hanlon Investment Management
New Jersey
-$8.13M
5
Truist Financial
Truist Financial
North Carolina
-$6.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
126
SPC Financial Inc
Maryland
$2.97M -$417K -9,916 -12%
BWFA
127
Baltimore-Washington Financial Advisors
Maryland
$2.92M +$144K +3,430 +6%
6F
128
626 Financial
Michigan
$2.92M -$198K -4,696 -6%
RA
129
RFG Advisory
Alabama
$2.87M +$129K +3,072 +5%
Goldman Sachs
130
Goldman Sachs
New York
$2.72M +$1.04M +24,774 +62%
AG
131
Ascent Group
Virginia
$2.71M +$976K +23,177 +56%
GF
132
Goodman Financial
Texas
$2.5M -$10.4K -246 -0.4%
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$2.49M +$2.5M +59,287 New
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$2.46M +$2.11M +50,059 +590%
CWM
135
Cornerstone Wealth Management
Missouri
$2.44M -$2.3M -54,599 -49%
TCM
136
Towercrest Capital Management
Pennsylvania
$2.39M -$47.5K -1,129 -2%
Comerica Bank
137
Comerica Bank
Texas
$2.29M +$1.95M +46,441 +581%
WWM
138
Western Wealth Management
Colorado
$2.2M -$569K -13,516 -21%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$2.17M -$374K -8,873 -15%
SAM
140
Securian Asset Management
Minnesota
$2.11M – – –
SPWM
141
Straight Path Wealth Management
Michigan
$2.03M +$228K +5,408 +13%
AWMG
142
Alliance Wealth Management Group
New Jersey
$2.02M -$55.5K -1,318 -3%
SB
143
Strategic Blueprint
Georgia
$1.98M +$7.16K +170 +0.4%
AFS
144
Annapolis Financial Services
Maryland
$1.94M +$631 +15 +0%
CAGAS
145
Capital Advisory Group Advisory Services
Minnesota
$1.9M +$16.1K +383 +0.9%
PC
146
Pecaut & Co
Iowa
$1.88M +$275K +6,525 +17%
MFG
147
Merit Financial Group
Georgia
$1.87M -$1.39M -32,915 -43%
OWA
148
Outlook Wealth Advisors
Texas
$1.79M -$22.8K -542 -1%
GSC
149
G&S Capital
Colorado
$1.78M +$64.5K +1,532 +4%
RCM
150
Raleigh Capital Management
North Carolina
$1.76M +$462K +10,985 +36%
4 5
6
7 8

SPSM Hedge Fund Activity: Q1 2022 in Review

435 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q1 2022, worth a combined $3.43B — down 0.39% from $3.45B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPSM positions and 28 closed out — a net gain of 26 holders — while 178 added to existing stakes and 146 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $53.8M. The largest seller was Grimes & Company, cutting an estimated $38.9M.

  • 435 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q1 2022, up from 414 in Q4 2021.
  • Funds reported $3.43B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q1 2022, down 0.39% quarter-over-quarter.
  • 54 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q1 2022 and 28 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $53.8M added.
  • The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q1 2022 was Grimes & Company, an estimated $38.9M sold.

Based on aggregated 13F filings for Q1 2022.