State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
428 hedge funds and large institutions have $3.07B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 193 increasing their positions, 135 reducing their positions, and 50 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 135
1.08% more ownership
Funds ownership: 76.33% → 77.41% (+1.1%)
2% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 50
1% less funds holding
Funds holding: 432 → 428 (-4)
6% less funds holding in top 10
Funds holding in top 10: 31 → 29 (-2)
11% less capital invested
Capital invested by funds: $3.43B → $3.07B (-$366M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$61.2M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$49.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$46.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$29M |
| 5 |
State Street
Boston,
Massachusetts
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$32.2M |
| 2 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$22.7M |
| 3 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$15.5M |
| 4 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$13.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.9M |
SPSM Hedge Fund Activity: Q2 2022 in Review
428 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q2 2022, worth a combined $3.07B — down 11% from $3.43B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new SPSM positions and 50 closed out — a net gain of 1 holder — while 193 added to existing stakes and 135 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $61.2M. The largest seller was Grimes & Company, cutting an estimated $32.2M.
- 428 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q2 2022, down from 432 in Q1 2022.
- Funds reported $3.07B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q2 2022, down 11% quarter-over-quarter.
- 51 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q2 2022 and 50 closed out, a net change of +1 holder.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $61.2M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q2 2022 was Grimes & Company, an estimated $32.2M sold.
Based on aggregated 13F filings for Q2 2022.