State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
334 hedge funds and large institutions have $3.1B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 112 increasing their positions, 137 reducing their positions, and 19 closing their positions.
1,000% more call options, than puts
Call options by funds: $11K | Put options by funds: $1K
153% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 19
32% more funds holding in top 10
Funds holding in top 10: 19 → 25 (+6)
27% more capital invested
Capital invested by funds: $2.45B → $3.1B (+$651M)
8% more funds holding
Funds holding: 308 → 334 (+26)
2.25% more ownership
Funds ownership: 75.13% → 77.38% (+2.2%)
18% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 137
Top Buyers
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$96.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$70.2M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$67.5M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$47.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21.6M |
Top Sellers
SPSM Hedge Fund Activity: Q1 2021 in Review
334 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q1 2021, worth a combined $3.1B — up 27% from $2.45B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SPSM positions and 19 closed out — a net gain of 29 holders — while 112 added to existing stakes and 137 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $96.1M. The largest seller was Gradient Investments, cutting an estimated $58.4M.
- 334 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q1 2021, up from 308 in Q4 2020.
- Funds reported $3.1B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q1 2021, up 27% quarter-over-quarter.
- 48 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q1 2021 and 19 closed out, a net change of +29 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q1 2021 was Horizon Investments, an estimated $96.1M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q1 2021 was Gradient Investments, an estimated $58.4M sold.
Based on aggregated 13F filings for Q1 2021.