State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
778 hedge funds and large institutions have $7.36B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 321 increasing their positions, 236 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
249% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 41
167% more capital inflows, than outflows
Capital inflows: $905M | Capital outflows: $339M
36% more repeat investments, than reductions
Existing positions increased: 321 | Existing positions reduced: 236
30% more funds holding in top 10
Funds holding in top 10: 47 → 61 (+14)
14% more funds holding
Funds holding: 684 → 778 (+94)
0.82% less ownership
Funds ownership: 75.76% → 74.94% (-0.82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Horizon Investments
Charlotte,
North Carolina
|
+$104M |
| 2 |
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 |
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
-$67.7M |
| 2 |
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 |
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$16.2M |
SPSM Hedge Fund Activity: Q4 2023 in Review
778 of the 6,876 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 $7.36B — up 25% from $5.88B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new SPSM positions and 41 closed out — a net gain of 102 holders — while 321 added to existing stakes and 236 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.
- 778 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q4 2023, up from 684 in Q3 2023.
- Funds reported $7.36B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q4 2023, up 25% quarter-over-quarter.
- 143 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 +102 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.