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State Street SPDR Portfolio S&P 600 Small Cap ETF

24 hedge funds and large institutions have $18.4M invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

14% more funds holding

Funds holding: 2124 (+3)

16.77% less ownership

Funds ownership: 122.56%105.8% (-17%)

39% less capital invested

Capital invested by funds: $30.2M → $18.4M (-$11.8M)

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change

SPSM Hedge Fund Activity: Q3 2015 in Review

24 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q3 2015, worth a combined $18.4M — down 39% from $30.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SPSM positions and 2 closed out — a net gain of 4 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was UBS Group, adding an estimated $371K. The largest seller was AssetMark Inc, cutting an estimated $9.5M.

  • 24 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q3 2015, up from 21 in Q2 2015.
  • Funds reported $18.4M of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q3 2015, down 39% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q3 2015 and 2 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q3 2015 was UBS Group, an estimated $371K added.
  • The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q3 2015 was AssetMark Inc, an estimated $9.5M sold.

Based on aggregated 13F filings for Q3 2015.