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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
GM
151
GeoWealth Management
Illinois
$1.75M +$116K +2,750 +7%
SC
152
Savant Capital
Illinois
$1.73M -$90.9K -2,159 -5%
CG
153
Colony Group
Massachusetts
$1.71M -$42.7K -1,014 -2%
CWA
154
Clarus Wealth Advisors
Arizona
$1.64M +$80.4K +1,910 +5%
UWM
155
USAdvisors Wealth Management
Minnesota
$1.62M +$57.3K +1,360 +4%
PWM
156
Penobscot Wealth Management
Maine
$1.6M -$590K -14,004 -27%
WMG
157
WESCAP Management Group
California
$1.57M +$323K +7,669 +26%
BFA
158
Brown Financial Advisory
Alabama
$1.56M -$6.02K -143 -0.4%
APA
159
American Portfolios Advisors
New York
$1.54M +$910K +21,614 +143%
KAM
160
Knightsbridge Asset Management
California
$1.51M -$57.7K -1,371 -4%
TF
161
TRH Financial
Iowa
$1.49M -$1.34M -31,748 -47%
NA
162
NewEdge Advisors
Louisiana
$1.49M +$338K +8,025 +29%
LA
163
Latitude Advisors
Florida
$1.48M +$492K +11,690 +50%
WCM
164
Wealthcare Capital Management
Virginia
$1.45M +$169K +4,026 +13%
CA
165
Continuum Advisory
Idaho
$1.41M +$435K +10,341 +40%
VAS
166
Valicenti Advisory Services
New York
$1.36M +$112K +2,649 +9%
V
167
Veritable
Delaware
$1.34M – – –
CFG
168
Cooper Financial Group
California
$1.33M +$194K +4,614 +17%
BWM
169
BCGM Wealth Management
Indiana
$1.3M +$1.42M +33,636 New
DWM
170
Dakota Wealth Management
Florida
$1.3M +$357K +8,490 +38%
MWM
171
Modera Wealth Management
New Jersey
$1.3M -$43.6K -1,035 -3%
PWA
172
PCG Wealth Advisors
Kansas
$1.29M +$1.09M +26,003 +546%
SW
173
SkyOak Wealth
Michigan
$1.29M +$45.7K +1,086 +4%
Citadel Advisors
174
Citadel Advisors
Florida
$1.29M -$190K -4,523 -13%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$1.27M -$236K -5,616 -16%
5 6
7
8 9

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.