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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
W
126
Wealthquest
Ohio
$5.05M -$321K -8,647 -6%
DC
127
Destiny Capital
Colorado
$5M -$140K -3,772 -3%
AA
128
Advisory Alpha
Michigan
$4.99M +$78.8K +2,119 +2%
SWP
129
Strategic Wealth Partners
Ohio
$4.93M +$4.72M +126,882 New
JSW
130
Journey Strategic Wealth
New Jersey
$4.9M +$4.68M +126,032 New
WCFA
131
Walkner Condon Financial Advisors
Wisconsin
$4.88M +$90.4K +2,432 +2%
SA
132
Scarborough Advisors
Maryland
$4.87M +$141K +3,782 +3%
GIA
133
Gladstone Institutional Advisory
Florida
$4.87M -$186K -5,010 -4%
AAS
134
Avantax Advisory Services
Texas
$4.79M +$4.11M +110,599 +877%
VCM
135
Vivaldi Capital Management
Illinois
$4.71M -$417K -11,215 -8%
Bank of New York Mellon
136
Bank of New York Mellon
New York
$4.63M +$3.92M +105,575 +772%
NA
137
NewEdge Advisors
Louisiana
$4.55M +$275K +7,390 +7%
V
138
Veritable
Delaware
$4.48M
FCI
139
Financial Counselors Inc
Kansas
$4.34M +$4.15M +111,647 New
GWSG
140
GPS Wealth Strategies Group
Colorado
$4.32M -$1.17M -31,554 -22%
SFG
141
StrategIQ Financial Group
Indiana
$4.26M +$85.5K +2,300 +2%
SGWM
142
Sterling Group Wealth Management
California
$4.19M +$45.8K +1,232 +1%
SCA
143
Snowden Capital Advisors
New York
$4.14M +$58K +1,560 +1%
AFA
144
AllGen Financial Advisors
Florida
$4.13M +$249K +6,713 +7%
OC
145
Oarsman Capital
Wisconsin
$3.98M -$3.14M -84,469 -45%
APC
146
Aspire Private Capital
North Carolina
$3.89M -$1.93M -51,905 -34%
CA
147
Cetera Advisors
Colorado
$3.87M +$3.43M +92,210 +1,254%
PA
148
PSI Advisors
Florida
$3.86M -$1.81M -48,762 -33%
PWG
149
Private Wealth Group
Florida
$3.82M +$2.47M +66,354 +208%
SFP
150
Strategic Financial Planning
Texas
$3.8M -$149 -4 -0%

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.