State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
308 hedge funds and large institutions have $2.45B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 115 increasing their positions, 87 reducing their positions, and 19 closing their positions.
321% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 19
41% more capital invested
Capital invested by funds: $1.74B → $2.45B (+$711M)
32% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 87
27% more funds holding in top 10
Funds holding in top 10: 15 → 19 (+4)
24% more funds holding
Funds holding: 249 → 308 (+59)
0.15% less ownership
Funds ownership: 75.29% → 75.13% (-0.15%)
67% less call options, than puts
Call options by funds: $1K | Put options by funds: $3K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$38.2M |
| 2 |
State Street
Boston,
Massachusetts
|
+$36.4M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$26.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$27.4M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
-$26.8M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$23.4M |
| 4 |
EDRIA
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
-$13.9M |
| 5 |
Goldman Sachs
New York
|
-$9.64M |
SPSM Hedge Fund Activity: Q4 2020 in Review
308 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q4 2020, worth a combined $2.45B — up 41% from $1.74B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new SPSM positions and 19 closed out — a net gain of 61 holders — while 115 added to existing stakes and 87 trimmed.
The largest buyer was LPL Financial, adding an estimated $38.2M. The largest seller was Allworth Financial, cutting an estimated $27.4M.
- 308 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q4 2020, up from 249 in Q3 2020.
- Funds reported $2.45B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q4 2020, up 41% quarter-over-quarter.
- 80 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q4 2020 and 19 closed out, a net change of +61 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q4 2020 was LPL Financial, an estimated $38.2M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q4 2020 was Allworth Financial, an estimated $27.4M sold.
Based on aggregated 13F filings for Q4 2020.