State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
344 hedge funds and large institutions have $3.1B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 140 increasing their positions, 118 reducing their positions, and 23 closing their positions.
83% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 23
19% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 118
3% more funds holding
Funds holding: 333 → 344 (+11)
0% more capital invested
Capital invested by funds: $3.1B → $3.1B (+$1.11M)
2.46% less ownership
Funds ownership: 77.28% → 74.82% (-2.5%)
12% less funds holding in top 10
Funds holding in top 10: 25 → 22 (-3)
97% less call options, than puts
Call options by funds: $8K | Put options by funds: $242K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$64.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$31.5M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$16.6M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$8.04M |
| 5 |
PWP
Personal Wealth Partners
Bloomington,
Minnesota
|
+$6.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$99.5M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
-$70M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$32.4M |
| 4 |
Morgan Stanley
New York
|
-$17.7M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12M |
SPSM Hedge Fund Activity: Q2 2021 in Review
344 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q2 2021, worth a combined $3.1B — up 0.04% from $3.1B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SPSM positions and 23 closed out — a net gain of 19 holders — while 140 added to existing stakes and 118 trimmed.
The largest buyer was Stadion Money Management, adding an estimated $64.4M. The largest seller was Horizon Investments, cutting an estimated $99.5M.
- 344 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q2 2021, up from 333 in Q1 2021.
- Funds reported $3.1B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q2 2021, up 0.04% quarter-over-quarter.
- 42 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q2 2021 and 23 closed out, a net change of +19 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q2 2021 was Stadion Money Management, an estimated $64.4M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q2 2021 was Horizon Investments, an estimated $99.5M sold.
Based on aggregated 13F filings for Q2 2021.