State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
776 hedge funds and large institutions have $7.35B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.
1,175% more call options, than puts
Call options by funds: $3.56M | Put options by funds: $279K
246% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 41
37% more repeat investments, than reductions
Existing positions increased: 321 | Existing positions reduced: 235
28% more funds holding in top 10
Funds holding in top 10: 47 → 60 (+13)
25% more capital invested
Capital invested by funds: $5.88B → $7.35B (+$1.47B)
14% more funds holding
Funds holding: 683 → 776 (+93)
0.86% less ownership
Funds ownership: 75.76% → 74.9% (-0.86%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$104M |
| 2 |
EMPI
Elo Mutual Pension Insurance
Espoo,
Finland
|
+$54M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$33.7M |
| 4 |
Morgan Stanley
New York
|
+$29.8M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$27.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPWG
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
-$67.7M |
| 2 |
FA
Fiducient Advisors
Chicago,
Illinois
|
-$37.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$34.8M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$32.8M |
| 5 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$16.2M |
SPSM Hedge Fund Activity: Q4 2023 in Review
776 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q4 2023, worth a combined $7.35B — up 25% from $5.88B a quarter earlier.
Buyers outnumbered sellers: 142 funds opened new SPSM positions and 41 closed out — a net gain of 101 holders — while 321 added to existing stakes and 235 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $104M. The largest seller was Syntegra Private Wealth Group, cutting an estimated $67.7M.
- 776 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q4 2023, up from 683 in Q3 2023.
- Funds reported $7.35B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q4 2023, up 25% quarter-over-quarter.
- 142 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q4 2023 and 41 closed out, a net change of +101 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q4 2023 was Horizon Investments, an estimated $104M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q4 2023 was Syntegra Private Wealth Group, an estimated $67.7M sold.
Based on aggregated 13F filings for Q4 2023.