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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
WSWA
151
Warren Street Wealth Advisors
California
$3.79M +$71.8K +1,931 +2%
HA
152
Hofer & Associates
California
$3.78M +$199K +5,349 +6%
PWA
153
PCG Wealth Advisors
Kansas
$3.75M +$2.16M +58,055 +151%
SFS
154
Security Financial Services
Indiana
$3.74M +$374K +10,059 +12%
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$3.71M +$752K +20,220 +27%
HVIA
156
Hudson Valley Investment Advisors
New York
$3.64M +$2.65M +71,255 +316%
MFA
157
Millington Financial Advisors
Illinois
$3.55M -$118K -3,185 -3%
GC
158
Grimes & Company
Massachusetts
$3.47M +$35.8K +962 +1%
AWS
159
Atria Wealth Solutions
New York
$3.45M +$1.03M +27,686 +45%
B
160
Bensler
Washington
$3.42M -$211K -5,672 -6%
AFG
161
Affinia Financial Group
Massachusetts
$3.4M +$3.12M +84,079 New
RCA
162
Resonant Capital Advisors
Wisconsin
$3.34M +$87.2K +2,347 +3%
MUAMU
163
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.32M +$3.18M +85,585 New
Baird Financial Group
164
Baird Financial Group
Wisconsin
$3.32M +$3.18M +85,434 New
SWM
165
SigFig Wealth Management
California
$3.27M +$3.13M +84,190 New
CAM
166
Cresset Asset Management
Illinois
$3.26M +$1.09M +29,294 +54%
RA
167
RFG Advisory
Alabama
$3.24M +$62.4K +1,680 +2%
ACA
168
Affinity Capital Advisors
California
$3.22M +$3.08M +82,879 New
EDRIA
169
Edmonds Duncan Registered Investment Advisors
Kansas
$3.21M +$160K +4,302 +5%
IWP
170
IAG Wealth Partners
Wisconsin
$3.18M +$331K +8,913 +12%
WWA
171
WCG Wealth Advisors
Nevada
$3.15M +$45.4K +1,221 +2%
LFA
172
Legend Financial Advisors
Pennsylvania
$3.13M +$3.79K +102 +0.1%
Cerity Partners
173
Cerity Partners
New York
$3.08M +$2.5M +67,194 +553%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$3.07M +$46.3K +1,247 +2%
Deutsche Bank
175
Deutsche Bank
Germany
$3.06M -$313K -8,420 -10%

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.