State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
205 hedge funds and large institutions have $710M invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 104 increasing their positions, 57 reducing their positions, and 25 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 57
8% more capital invested
Capital invested by funds: $657M → $710M (+$53.1M)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
0.33% less ownership
Funds ownership: 57.44% → 57.12% (-0.33%)
3% less funds holding
Funds holding: 212 → 205 (-7)
24% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$74.1M |
| 2 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$31.2M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$13.6M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$13.4M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$79.7M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
-$31.4M |
| 3 |
AssetMark Inc
Concord,
California
|
-$24.4M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$20.6M |
| 5 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$16.4M |
SPSM Hedge Fund Activity: Q1 2019 in Review
205 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q1 2019, worth a combined $710M — up 8.1% from $657M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of SPSM and 19 opened new positions — a net loss of 6 holders — while 57 trimmed existing stakes and 104 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $74.1M. The largest seller was Horizon Investments, exiting entirely with an estimated $79.7M sold.
- 205 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q1 2019, down from 212 in Q4 2018.
- Funds reported $710M of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q1 2019, up 8.1% quarter-over-quarter.
- 19 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q1 2019 and 25 closed out, a net change of -6 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $74.1M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q1 2019 was Horizon Investments, an estimated $79.7M sold.
Based on aggregated 13F filings for Q1 2019.