State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
260 hedge funds and large institutions have $1.02B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 106 increasing their positions, 66 reducing their positions, and 19 closing their positions.
263% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 19
61% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 66
55% more funds holding in top 10
Funds holding in top 10: 11 → 17 (+6)
25% more capital invested
Capital invested by funds: $820M → $1.02B (+$201M)
23% more funds holding
Funds holding: 211 → 260 (+49)
2.97% more ownership
Funds ownership: 56.72% → 59.69% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$27.3M |
| 2 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$26.7M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$14.8M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$5.81M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$8.76M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$4.51M |
| 3 |
State Street
Boston,
Massachusetts
|
-$4.5M |
| 4 |
Jane Street
New York
|
-$2.69M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.66M |
SPSM Hedge Fund Activity: Q4 2019 in Review
260 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q4 2019, worth a combined $1.02B — up 25% from $820M a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new SPSM positions and 19 closed out — a net gain of 50 holders — while 106 added to existing stakes and 66 trimmed.
The largest buyer was Gradient Investments, adding an estimated $27.3M. The largest seller was FormulaFolio Investments, cutting an estimated $8.76M.
- 260 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q4 2019, up from 211 in Q3 2019.
- Funds reported $1.02B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q4 2019, up 25% quarter-over-quarter.
- 69 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q4 2019 and 19 closed out, a net change of +50 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q4 2019 was Gradient Investments, an estimated $27.3M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q4 2019 was FormulaFolio Investments, an estimated $8.76M sold.
Based on aggregated 13F filings for Q4 2019.