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State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM

850 hedge funds and large institutions have $8.78B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 369 increasing their positions, 277 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

721% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $209K

121% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 42

33% more repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 277

16% more funds holding in top 10

Funds holding in top 10: 43 → 50 (+7)

15% more capital invested

Capital invested by funds: $7.61B → $8.78B (+$1.17B)

5% more funds holding

Funds holding: 807 → 850 (+43)

1.45% less ownership

Funds ownership: 75.85% → 74.41% (-1.4%)

Holders
850
Holders Change
+43
Holders Change %
+5.33%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
93
Increased
369
Reduced
277
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$66.8M
2
CM
Cercano Management
Washington
+$63.7M
3
Betterment LLC
Betterment LLC
New York
+$36.2M
4
EWM
Elevatus Welath Management
New York
+$31.5M
5
4WM
49 Wealth Management
Texas
+$31M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$162M
2
PAG
Private Advisor Group
New Jersey
-$25.5M
3
Ameriprise
Ameriprise
Minnesota
-$13.9M
4
Bank of America
Bank of America
North Carolina
-$13.4M
5
OFS
OneAscent Financial Services
Alabama
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWS
826
SYSTM Wealth Solutions
Illinois
$4.25K -$1.1K -25 -21%
FP
827
Financial Perspectives
Minnesota
$4.1K – – –
AAG
828
Armstrong Advisory Group
Massachusetts
$3.64K +$3.52K +80 New
WAM
829
WFA Asset Management
Wisconsin
$3.48K +$44 +1 +1%
NMG
830
New Millennium Group
Utah
$3.28K -$264 -6 -8%
LWANC
831
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.25K – – –
W
832
WealthCollab
Washington
$2.64K +$2.55K +58 New
BNP Paribas Financial Markets
833
BNP Paribas Financial Markets
France
$2.5K +$2.42K +55 New
ICM
834
Islay Capital Management
Texas
$2.14K – – –
PA
835
Parallel Advisors
California
$2.05K – – –
HFS
836
Hantz Financial Services
Michigan
$2K – – –
C
837
Covestor
United Kingdom
$2K +$264 +6 +15%
EA
838
Evolution Advisers
Virginia
$2K +$2.37K +54 New
CJH
839
Christopher J. Hasenberg
Wisconsin
$1.83K – – –
RDFA
840
Ritter Daniher Financial Advisory
Ohio
$1.55K +$1.49K +34 New
CPBTD
841
Central Pacific Bank - Trust Division
Hawaii
$1.27K – – –
CFG
842
Copley Financial Group
California
$1.09K +$1.05K +24 New
DFA
843
DHJJ Financial Advisors
Illinois
$1K – – –
HCP
844
Hexagon Capital Partners
Arkansas
$910 -$747 -17 -46%
FAM
845
Family Asset Management
South Carolina
$910 – – –
JFGIW
846
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$865 +$835 +19 New
BIM
847
Breakwater Investment Management
Washington
$683 +$659 +15 New
AWM
848
Abound Wealth Management
Tennessee
$458 +$439 +10 New
National Bank of Canada
849
National Bank of Canada
Quebec, Canada
$273 +$264 +6 New
SOAMC
850
Spirit of America Management Corp
New York
$192 – – –
32 33
34
35 36

SPSM Hedge Fund Activity: Q3 2024 in Review

850 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q3 2024, worth a combined $8.78B — up 15% from $7.61B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SPSM positions and 42 closed out — a net gain of 51 holders — while 369 added to existing stakes and 277 trimmed.

The largest buyer was LPL Financial, adding an estimated $66.8M. The largest seller was Strategic Financial Concepts, cutting an estimated $162M.

  • 850 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q3 2024, up from 807 in Q2 2024.
  • Funds reported $8.78B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 93 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q3 2024 and 42 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q3 2024 was LPL Financial, an estimated $66.8M added.
  • The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2024.