State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
206 hedge funds and large institutions have $784M invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 121 increasing their positions, 41 reducing their positions, and 16 closing their positions.
195% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 41
31% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 16
10% more capital invested
Capital invested by funds: $710M → $784M (+$74.2M)
2.8% more ownership
Funds ownership: 57.12% → 59.92% (+2.8%)
0% more funds holding
Funds holding: 205 → 206 (+1)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$18.9M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$17.3M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$9.36M |
| 4 |
AssetMark Inc
Concord,
California
|
+$8.29M |
| 5 |
SRSA
S.R. Schill & Associates
Mercer Island,
Washington
|
+$5.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$15M |
| 2 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
-$10.9M |
| 3 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
-$3.79M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$2.62M |
| 5 |
PA
Parallel Advisors
San Francisco,
California
|
-$1.69M |
SPSM Hedge Fund Activity: Q2 2019 in Review
206 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q2 2019, worth a combined $784M — up 10% from $710M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SPSM positions and 16 closed out — a net gain of 5 holders — while 121 added to existing stakes and 41 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $18.9M. The largest seller was Grimes & Company, cutting an estimated $15M.
- 206 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q2 2019, up from 205 in Q1 2019.
- Funds reported $784M of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q2 2019, up 10% quarter-over-quarter.
- 21 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q2 2019 and 16 closed out, a net change of +5 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q2 2019 was AE Wealth Management, an estimated $18.9M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q2 2019 was Grimes & Company, an estimated $15M sold.
Based on aggregated 13F filings for Q2 2019.