State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
156 hedge funds and large institutions have $665M invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 80 increasing their positions, 18 reducing their positions, and 8 closing their positions.
488% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 8
344% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 18
63% more capital invested
Capital invested by funds: $407M → $665M (+$258M)
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
31% more funds holding
Funds holding: 119 → 156 (+37)
5.95% more ownership
Funds ownership: 50.51% → 56.46% (+5.9%)
Top Buyers
Top Sellers
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$11.9M |
| 2 |
AssetMark Inc
Concord,
California
|
-$3.11M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$2.87M |
| 4 |
FA
FDx Advisors
Chicago,
Illinois
|
-$433K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$402K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VIA
151
Vantage Investment Advisors
State College,
Pennsylvania
| $1K | +$1.17K | +37 | New |
|
|
KJWM
152
Kiley Juergens Wealth Management
Olympia,
Washington
| $1K | +$1.2K | +38 | New |
|
|
CA
153
Cetera Advisors
Denver,
Colorado
| – | -$402K | -13,318 | Closed |
|
154
Goldman Sachs
New York
| – | -$350K | -11,693 | Closed |
|
|
FAAS
155
First Allied Advisory Services
San Diego,
California
| – | -$318K | -10,620 | Closed |
|
|
NPF
156
Norris Perne & French
Grand Rapids,
Michigan
| – | -$265K | -8,850 | Closed |
|
|
NA
157
NewEdge Advisors
New Orleans,
Louisiana
| – | -$253K | -8,673 | Closed |
|
|
SWP
158
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$87K | -2,908 | Closed |
|
|
SWP
159
Strategic Wealth Partners
Independence,
Ohio
| – | -$27K | -887 | Closed |
|
|
CCA
160
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| – | -$10K | -322 | Closed |
|
161
JP Morgan Chase
New York
| – | +$32 | +1 | New |
|
|
OSNBOA
162
Old Second National Bank of Aurora
Aurora,
Illinois
| – | +$63 | +2 | New |
|
SPSM Hedge Fund Activity: Q2 2018 in Review
156 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q2 2018, worth a combined $665M — up 63% from $407M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SPSM positions and 8 closed out — a net gain of 39 holders — while 80 added to existing stakes and 18 trimmed.
The largest buyer was Allworth Financial, opening a new position worth an estimated $38.9M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $11.9M.
- 156 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q2 2018, up from 119 in Q1 2018.
- Funds reported $665M of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q2 2018, up 63% quarter-over-quarter.
- 47 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q2 2018 and 8 closed out, a net change of +39 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q2 2018 was Allworth Financial, an estimated $38.9M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q2 2018 was Charles Schwab Investment Advisory, an estimated $11.9M sold.
Based on aggregated 13F filings for Q2 2018.