State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
245 hedge funds and large institutions have $1.64B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 101 increasing their positions, 87 reducing their positions, and 30 closing their positions.
62% more capital invested
Capital invested by funds: $1.01B → $1.64B (+$631M)
33% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 30
16% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 87
6% more funds holding in top 10
Funds holding in top 10: 16 → 17 (+1)
4.17% more ownership
Funds ownership: 71.42% → 75.59% (+4.2%)
3% more funds holding
Funds holding: 237 → 245 (+8)
89% less call options, than puts
Call options by funds: $3K | Put options by funds: $27K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$210M |
| 2 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$46.3M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
+$41.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$26.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$26.2M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$25.5M |
| 3 |
AssetMark Inc
Concord,
California
|
-$10.4M |
| 4 |
MWM
MBE Wealth Management
Tomah,
Wisconsin
|
-$4.72M |
| 5 |
BC
Brio Consultants
San Francisco,
California
|
-$3.25M |
SPSM Hedge Fund Activity: Q2 2020 in Review
245 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q2 2020, worth a combined $1.64B — up 62% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SPSM positions and 30 closed out — a net gain of 10 holders — while 101 added to existing stakes and 87 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $210M. The largest seller was AE Wealth Management, cutting an estimated $26.2M.
- 245 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q2 2020, up from 237 in Q1 2020.
- Funds reported $1.64B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q2 2020, up 62% quarter-over-quarter.
- 40 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q2 2020 and 30 closed out, a net change of +10 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q2 2020 was Financial Engines Advisors, an estimated $210M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q2 2020 was AE Wealth Management, an estimated $26.2M sold.
Based on aggregated 13F filings for Q2 2020.