State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
19 hedge funds and large institutions have $28.4M invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
319% more capital inflows, than outflows
Capital inflows: $13.3M | Capital outflows: $3.16M
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
36% more funds holding
Funds holding: 14 → 19 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$5.69M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.82M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.13M |
| 4 |
Credit Suisse
Zurich,
Switzerland
|
+$604K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$529K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$1.97M |
| 2 |
Harvard Management Company
Boston,
Massachusetts
|
-$1.09M |
| 3 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$97K |
SPSM Hedge Fund Activity: Q4 2014 in Review
19 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q4 2014, worth a combined $28.4M — up 72% from $16.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SPSM positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 2 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $5.69M. The largest seller was Citigroup, cutting an estimated $1.97M.
- 19 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q4 2014, up from 14 in Q3 2014.
- Funds reported $28.4M of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q4 2014, up 72% quarter-over-quarter.
- 7 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q4 2014 and 1 closed out, a net change of +6 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q4 2014 was AssetMark Inc, an estimated $5.69M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q4 2014 was Citigroup, an estimated $1.97M sold.
Based on aggregated 13F filings for Q4 2014.