State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
776 hedge funds and large institutions have $7.83B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 332 increasing their positions, 272 reducing their positions, and 63 closing their positions.
5,857% more call options, than puts
Call options by funds: $3.87M | Put options by funds: $65K
53% more capital inflows, than outflows
Capital inflows: $1.07B | Capital outflows: $699M
22% more repeat investments, than reductions
Existing positions increased: 332 | Existing positions reduced: 272
21% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 63
0% less funds holding
Funds holding: 778 → 776 (-2)
0.47% less ownership
Funds ownership: 74.94% → 74.47% (-0.47%)
11% less funds holding in top 10
Funds holding in top 10: 61 → 54 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$544M |
| 2 |
LPL Financial
San Diego,
California
|
+$36.7M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$35.4M |
| 4 |
MPM
MBB Public Markets
Chicago,
Illinois
|
+$32.1M |
| 5 |
JP Morgan Chase
New York
|
+$30.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Horizon Investments
Charlotte,
North Carolina
|
-$117M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$75.9M |
| 3 |
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$70.4M |
| 4 |
AE Wealth Management
Topeka,
Kansas
|
-$31.4M |
| 5 |
Advance Capital Management
Southfield,
Michigan
|
-$28.4M |
SPSM Hedge Fund Activity: Q1 2024 in Review
776 of the 6,966 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q1 2024, worth a combined $7.83B — up 6.4% from $7.36B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new SPSM positions and 63 closed out — a net gain of 13 holders — while 332 added to existing stakes and 272 trimmed.
The largest buyer was Betterment LLC, adding an estimated $544M. The largest seller was Horizon Investments, exiting entirely with an estimated $117M sold.
- 776 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q1 2024, down from 778 in Q4 2023.
- Funds reported $7.83B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q1 2024, up 6.4% quarter-over-quarter.
- 76 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q1 2024 and 63 closed out, a net change of +13 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q1 2024 was Betterment LLC, an estimated $544M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q1 2024 was Horizon Investments, an estimated $117M sold.
Based on aggregated 13F filings for Q1 2024.