State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
683 hedge funds and large institutions have $6.15B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 306 increasing their positions, 221 reducing their positions, and 46 closing their positions.
312% more call options, than puts
Call options by funds: $862K | Put options by funds: $209K
54% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 46
38% more repeat investments, than reductions
Existing positions increased: 306 | Existing positions reduced: 221
14% more capital invested
Capital invested by funds: $5.38B → $6.15B (+$770M)
6.97% more ownership
Funds ownership: 70.52% → 77.49% (+7%)
2% more funds holding
Funds holding: 667 → 683 (+16)
0% more funds holding in top 10
Funds holding in top 10: 48 → 48 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$197M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$149M |
| 3 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$136M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$87.6M |
| 5 |
FA
Fiducient Advisors
Chicago,
Illinois
|
+$38.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$28M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$10.4M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$9.41M |
| 4 |
AWC
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
-$7.66M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$7.17M |
SPSM Hedge Fund Activity: Q3 2023 in Review
683 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q3 2023, worth a combined $6.15B — up 14% from $5.38B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new SPSM positions and 46 closed out — a net gain of 25 holders — while 306 added to existing stakes and 221 trimmed.
The largest buyer was Bank of America, adding an estimated $197M. The largest seller was Amplius Wealth Advisors, cutting an estimated $28M.
- 683 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q3 2023, up from 667 in Q2 2023.
- Funds reported $6.15B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q3 2023, up 14% quarter-over-quarter.
- 71 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q3 2023 and 46 closed out, a net change of +25 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q3 2023 was Bank of America, an estimated $197M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q3 2023 was Amplius Wealth Advisors, an estimated $28M sold.
Based on aggregated 13F filings for Q3 2023.