State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
477 hedge funds and large institutions have $3.9B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 233 increasing their positions, 146 reducing their positions, and 43 closing their positions.
3,012% more call options, than puts
Call options by funds: $809K | Put options by funds: $26K
118% more capital inflows, than outflows
Capital inflows: $576M | Capital outflows: $264M
60% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 146
23% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 43
0% more funds holding
Funds holding: 476 → 477 (+1)
0% more funds holding in top 10
Funds holding in top 10: 39 → 39 (0)
0.84% less ownership
Funds ownership: 79.16% → 78.32% (-0.84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$106M |
| 2 |
LPL Financial
San Diego,
California
|
+$70.1M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$45M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$39.1M |
| 5 |
Congress Wealth Management
Boston,
Massachusetts
|
+$28.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$56.8M |
| 2 |
Gradient Investments
Arden Hills,
Minnesota
|
-$50.5M |
| 3 |
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$28.5M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$10.3M |
| 5 |
IFP Advisors
Tampa,
Florida
|
-$8.13M |
SPSM Hedge Fund Activity: Q1 2023 in Review
477 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q1 2023, worth a combined $3.9B — up 13% from $3.47B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SPSM positions and 43 closed out — a net gain of 10 holders — while 233 added to existing stakes and 146 trimmed.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, opening a new position worth an estimated $106M. The largest seller was Bank of America, cutting an estimated $56.8M.
- 477 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q1 2023, up from 476 in Q4 2022.
- Funds reported $3.9B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q1 2023, up 13% quarter-over-quarter.
- 53 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q1 2023 and 43 closed out, a net change of +10 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q1 2023 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $106M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q1 2023 was Bank of America, an estimated $56.8M sold.
Based on aggregated 13F filings for Q1 2023.