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State Street SPDR Portfolio S&P 600 Small Cap ETF

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: 2931 (+2)

5% more funds holding

Funds holding: 414435 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
T
176
TRUADVICE
Florida
$1.26M +$709K +16,847 +108%
TFA
177
TPG Financial Advisors
Oregon
$1.23M +$34.7K +824 +3%
AF
178
Aldebaran Financial
$1.21M +$1.01M +23,900 +496%
SFG
179
Sovereign Financial Group
Connecticut
$1.19M +$596K +14,162 +100%
RCA
180
Resonant Capital Advisors
Wisconsin
$1.16M +$1.15M +27,232 New
TWM
181
Trinity Wealth Management
Pennsylvania
$1.15M +$54.7K +1,300 +5%
ACP
182
Aveo Capital Partners
Colorado
$1.15M -$61.7K -1,465 -5%
NFP
183
Narus Financial Partners
Utah
$1.12M +$1.12M +26,570 New
AFP
184
Ausdal Financial Partners
Iowa
$1.11M -$4.17M -98,946 -79%
SWA
185
Sightline Wealth Advisors
Connecticut
$1.09M -$166K -3,937 -13%
BSW
186
Buckingham Strategic Wealth
Missouri
$1.09M
QWM
187
QP Wealth Management
New Jersey
$1.09M -$55.5K -1,319 -5%
UCFA
188
United Capital Financial Advisors
Texas
$1.07M -$34.4K -816 -3%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$1.06M -$354K -8,407 -25%
MI
190
Moneywise Inc
Virginia
$1.04M -$17K -404 -2%
Royal Bank of Canada
191
Royal Bank of Canada
Ontario, Canada
$1.03M -$2M -47,611 -66%
BC
192
Brio Consultants
California
$1.02M -$26.9K -640 -3%
SFP
193
Shepherd Financial Partners
Massachusetts
$1.02M +$1.02M +24,307 New
FPWM
194
FSB Premier Wealth Management
Iowa
$1M -$16.2K -385 -2%
OWA
195
Opal Wealth Advisors
New York
$986K +$394K +9,352 +66%
SEI Investments
196
SEI Investments
Pennsylvania
$980K -$8.76K -208 -0.9%
ACK
197
Andrew C. Karlinski
$977K +$352K +8,365 +56%
KWM
198
Kingsview Wealth Management
Oregon
$969K -$147K -3,501 -13%
MFA
199
McClarren Financial Advisors
Pennsylvania
$966K -$12.8K -305 -1%
WAS
200
Wealth Advisory Solutions
Indiana
$947K +$947K +22,507 New

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.