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State Street SPDR Portfolio S&P 600 Small Cap ETF

39 hedge funds and large institutions have $118M invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

104.28% more ownership

Funds ownership: 137.63%241.92% (+104%)

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $103M → $118M (+$15M)

5% more funds holding

Funds holding: 3739 (+2)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change

SPSM Hedge Fund Activity: Q3 2017 in Review

39 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q3 2017, worth a combined $118M — up 15% from $103M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SPSM positions and 7 closed out — a net gain of 2 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $81.2M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $3.92M sold.

  • 39 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q3 2017, up from 37 in Q2 2017.
  • Funds reported $118M of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q3 2017, up 15% quarter-over-quarter.
  • 9 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q3 2017 and 7 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q3 2017 was AssetMark Inc, an estimated $81.2M added.
  • The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q3 2017 was Simplicity Solutions, an estimated $3.92M sold.

Based on aggregated 13F filings for Q3 2017.