State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
850 hedge funds and large institutions have $8.78B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 369 increasing their positions, 277 reducing their positions, and 42 closing their positions.
721% more call options, than puts
Call options by funds: $1.72M | Put options by funds: $209K
121% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 42
33% more repeat investments, than reductions
Existing positions increased: 369 | Existing positions reduced: 277
16% more funds holding in top 10
Funds holding in top 10: 43 → 50 (+7)
15% more capital invested
Capital invested by funds: $7.61B → $8.78B (+$1.17B)
5% more funds holding
Funds holding: 807 → 850 (+43)
1.45% less ownership
Funds ownership: 75.85% → 74.41% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$66.8M |
| 2 |
CM
Cercano Management
Bellevue,
Washington
|
+$63.7M |
| 3 |
Betterment LLC
New York
|
+$36.2M |
| 4 |
EWM
Elevatus Welath Management
Victor,
New York
|
+$31.5M |
| 5 |
4WM
49 Wealth Management
Austin,
Texas
|
+$31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$162M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$25.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$13.4M |
| 5 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$12.5M |
SPSM Hedge Fund Activity: Q3 2024 in Review
850 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q3 2024, worth a combined $8.78B — up 15% from $7.61B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new SPSM positions and 42 closed out — a net gain of 51 holders — while 369 added to existing stakes and 277 trimmed.
The largest buyer was LPL Financial, adding an estimated $66.8M. The largest seller was Strategic Financial Concepts, cutting an estimated $162M.
- 850 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q3 2024, up from 807 in Q2 2024.
- Funds reported $8.78B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q3 2024, up 15% quarter-over-quarter.
- 93 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q3 2024 and 42 closed out, a net change of +51 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q3 2024 was LPL Financial, an estimated $66.8M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $162M sold.
Based on aggregated 13F filings for Q3 2024.