State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
854 hedge funds and large institutions have $8.83B 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, 374 increasing their positions, 276 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
199% more capital inflows, than outflows
Capital inflows: $688M | Capital outflows: $231M
121% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 42
36% more repeat investments, than reductions
Existing positions increased: 374 | Existing positions reduced: 276
16% more funds holding in top 10
Funds holding in top 10: 43 → 50 (+7)
5% more funds holding
Funds holding: 811 → 854 (+43)
0.08% more ownership
Funds ownership: 74.5% → 74.59% (+0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$66.8M |
| 2 |
Cercano Management
Bellevue,
Washington
|
+$63.7M |
| 3 |
Betterment LLC
New York
|
+$36.2M |
| 4 |
Elevatus Welath Management
Victor,
New York
|
+$31.5M |
| 5 |
49 Wealth Management
Austin,
Texas
|
+$31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Private Advisor Group
Morristown,
New Jersey
|
-$25.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$13.4M |
| 4 |
OneAscent Financial Services
Birmingham,
Alabama
|
-$12.5M |
| 5 |
MPM
MBB Public Markets
Chicago,
Illinois
|
-$11.9M |
SPSM Hedge Fund Activity: Q3 2024 in Review
854 of the 6,985 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 $8.83B — up 16% from $7.63B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new SPSM positions and 42 closed out — a net gain of 51 holders — while 374 added to existing stakes and 276 trimmed.
The largest buyer was LPL Financial, adding an estimated $66.8M. The largest seller was Private Advisor Group, cutting an estimated $25.5M.
- 854 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q3 2024, up from 811 in Q2 2024.
- Funds reported $8.83B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q3 2024, up 16% 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 Private Advisor Group, an estimated $25.5M sold.
Based on aggregated 13F filings for Q3 2024.