State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
27 hedge funds and large institutions have $78.4M invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
73% more capital invested
Capital invested by funds: $45.3M → $78.4M (+$33.1M)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
6.07% more ownership
Funds ownership: 141.53% → 147.6% (+6.1%)
0% more funds holding
Funds holding: 27 → 27 (0)
Top Buyers
| 1 |
State Street
Boston,
Massachusetts
|
+$13.1M |
| 2 |
AssetMark Inc
Concord,
California
|
+$13M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.02M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.17M |
| 5 |
Morgan Stanley
New York
|
+$469K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.29M | -92,850 | Closed |
|
27
Jane Street
New York
| – | -$1.53M | -62,268 | Closed |
|
|
ACM
28
Aviance Capital Management
Sarasota,
Florida
| – | -$645K | -26,193 | Closed |
|
|
CWM
29
Concert Wealth Management
San Jose,
California
| – | -$30K | -1,200 | Closed |
|
|
BCMIO
30
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | -$1K | -48 | Closed |
|
|
MWM
31
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | +$76 | +3 | New |
|
SPSM Hedge Fund Activity: Q4 2016 in Review
27 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q4 2016, worth a combined $78.4M — up 73% from $45.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPSM positions and 5 closed out — a net gain of 1 holder — while 10 added to existing stakes and 5 trimmed.
The largest buyer was State Street, adding an estimated $13.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.29M sold.
- 27 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $78.4M of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q4 2016, up 73% quarter-over-quarter.
- 6 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q4 2016 and 5 closed out, a net change of +1 holder.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q4 2016 was State Street, an estimated $13.1M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q4 2016 was Susquehanna International Group, an estimated $2.29M sold.
Based on aggregated 13F filings for Q4 2016.