State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
775 hedge funds and large institutions have $7.73B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 322 increasing their positions, 235 reducing their positions, and 41 closing their positions.
1,175% more call options, than puts
Call options by funds: $3.56M | Put options by funds: $279K
244% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 41
37% more repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 235
26% more capital invested
Capital invested by funds: $6.15B → $7.73B (+$1.58B)
25% more funds holding in top 10
Funds holding in top 10: 48 → 60 (+12)
13% more funds holding
Funds holding: 683 → 775 (+92)
0.08% more ownership
Funds ownership: 77.49% → 77.57% (+0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$125M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$104M |
| 3 |
EMPI
Elo Mutual Pension Insurance
Espoo,
Finland
|
+$54M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$33.7M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$27.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPWG
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
-$67.7M |
| 2 |
FA
Fiducient Advisors
Chicago,
Illinois
|
-$37.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$34.8M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$32.8M |
| 5 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$16.2M |
SPSM Hedge Fund Activity: Q4 2023 in Review
775 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q4 2023, worth a combined $7.73B — up 26% from $6.15B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new SPSM positions and 41 closed out — a net gain of 100 holders — while 322 added to existing stakes and 235 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $125M. The largest seller was Syntegra Private Wealth Group, cutting an estimated $67.7M.
- 775 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q4 2023, up from 683 in Q3 2023.
- Funds reported $7.73B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q4 2023, up 26% quarter-over-quarter.
- 141 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q4 2023 and 41 closed out, a net change of +100 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $125M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q4 2023 was Syntegra Private Wealth Group, an estimated $67.7M sold.
Based on aggregated 13F filings for Q4 2023.