State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
249 hedge funds and large institutions have $1.74B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 23 closing their positions.
35% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 23
6% more capital invested
Capital invested by funds: $1.64B → $1.74B (+$100M)
2% more funds holding
Funds holding: 245 → 249 (+4)
2% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 94
0.3% less ownership
Funds ownership: 75.59% → 75.29% (-0.3%)
12% less funds holding in top 10
Funds holding in top 10: 17 → 15 (-2)
90% less call options, than puts
Call options by funds: $1K | Put options by funds: $10K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$21.2M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$12.3M |
| 3 |
Goldman Sachs
New York
|
+$9.13M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$8.48M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$7.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MTC
Matrix Trust Company
Denver,
Colorado
|
-$11.4M |
| 2 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$9.58M |
| 3 |
SRSA
S.R. Schill & Associates
Mercer Island,
Washington
|
-$9.01M |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
-$6.86M |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$4.76M |
SPSM Hedge Fund Activity: Q3 2020 in Review
249 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q3 2020, worth a combined $1.74B — up 6.1% from $1.64B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SPSM positions and 23 closed out — a net gain of 8 holders — while 96 added to existing stakes and 94 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $21.2M. The largest seller was Matrix Trust Company, exiting entirely with an estimated $11.4M sold.
- 249 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q3 2020, up from 245 in Q2 2020.
- Funds reported $1.74B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q3 2020, up 6.1% quarter-over-quarter.
- 31 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q3 2020 and 23 closed out, a net change of +8 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q3 2020 was Financial Engines Advisors, an estimated $21.2M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q3 2020 was Matrix Trust Company, an estimated $11.4M sold.
Based on aggregated 13F filings for Q3 2020.