State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
668 hedge funds and large institutions have $5.38B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 221 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.
1,123% more capital inflows, than outflows
Capital inflows: $1.43B | Capital outflows: $117M
821% more first-time investments, than exits
New positions opened: 221 | Existing positions closed: 24
518% more call options, than puts
Call options by funds: $1.06M | Put options by funds: $171K
140% more repeat investments, than reductions
Existing positions increased: 290 | Existing positions reduced: 121
40% more funds holding
Funds holding: 477 → 668 (+191)
23% more funds holding in top 10
Funds holding in top 10: 39 → 48 (+9)
7.88% less ownership
Funds ownership: 78.32% → 70.45% (-7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$118M |
| 2 |
LPL Financial
San Diego,
California
|
+$101M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$62.2M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$55.4M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
+$51.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$20.2M |
| 2 |
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
-$8.56M |
| 3 |
AssetMark Inc
Concord,
California
|
-$7.77M |
| 4 |
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$7.46M |
| 5 |
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$6.27M |
SPSM Hedge Fund Activity: Q2 2023 in Review
668 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q2 2023, worth a combined $5.38B — up 38% from $3.9B a quarter earlier.
Buyers outnumbered sellers: 221 funds opened new SPSM positions and 24 closed out — a net gain of 197 holders — while 290 added to existing stakes and 121 trimmed.
The largest buyer was Ameriprise, adding an estimated $118M. The largest seller was Wealthcare Advisory Partners, cutting an estimated $20.2M.
- 668 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q2 2023, up from 477 in Q1 2023.
- Funds reported $5.38B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q2 2023, up 38% quarter-over-quarter.
- 221 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q2 2023 and 24 closed out, a net change of +197 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q2 2023 was Ameriprise, an estimated $118M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q2 2023 was Wealthcare Advisory Partners, an estimated $20.2M sold.
Based on aggregated 13F filings for Q2 2023.