State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
211 hedge funds and large institutions have $820M invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 119 increasing their positions, 50 reducing their positions, and 16 closing their positions.
138% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 50
38% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 16
2% more funds holding
Funds holding: 206 → 211 (+5)
5% more capital invested
Capital invested by funds: $784M → $820M (+$35.8M)
3.2% less ownership
Funds ownership: 59.92% → 56.72% (-3.2%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
Top Sellers
| 1 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
-$14.6M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$3.24M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$2.73M |
| 4 |
Jane Street
New York
|
-$2.06M |
| 5 |
Goldman Sachs
New York
|
-$1.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
226
Archer Investment Corporation
Carmel,
Indiana
| – | -$3K | -88 | Closed |
|
227
Barclays
London,
United Kingdom
| – | +$121 | +4 | New |
|
SPSM Hedge Fund Activity: Q3 2019 in Review
211 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q3 2019, worth a combined $820M — up 4.6% from $784M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SPSM positions and 16 closed out — a net gain of 6 holders — while 119 added to existing stakes and 50 trimmed.
The largest buyer was Creative Planning, adding an estimated $8.35M. The largest seller was Hanlon Investment Management, cutting an estimated $14.6M.
- 211 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q3 2019, up from 206 in Q2 2019.
- Funds reported $820M of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q3 2019, up 4.6% quarter-over-quarter.
- 22 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q3 2019 and 16 closed out, a net change of +6 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q3 2019 was Creative Planning, an estimated $8.35M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q3 2019 was Hanlon Investment Management, an estimated $14.6M sold.
Based on aggregated 13F filings for Q3 2019.