State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
852 hedge funds and large institutions have $8.82B 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, 373 increasing their positions, 275 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
36% more repeat investments, than reductions
Existing positions increased: 373 | Existing positions reduced: 275
16% more funds holding in top 10
Funds holding in top 10: 43 → 50 (+7)
16% more capital invested
Capital invested by funds: $7.62B → $8.82B (+$1.2B)
5% more funds holding
Funds holding: 809 → 852 (+43)
0.09% more ownership
Funds ownership: 74.45% → 74.54% (+0.09%)
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 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$25.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$13.4M |
| 4 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$12.5M |
| 5 |
MPM
MBB Public Markets
Chicago,
Illinois
|
-$11.9M |
SPSM Hedge Fund Activity: Q3 2024 in Review
852 of the 6,978 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 $8.82B — up 16% from $7.62B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new SPSM positions and 42 closed out — a net gain of 51 holders — while 373 added to existing stakes and 275 trimmed.
The largest buyer was LPL Financial, adding an estimated $66.8M. The largest seller was Private Advisor Group, cutting an estimated $25.5M.
- 852 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q3 2024, up from 809 in Q2 2024.
- Funds reported $8.82B 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.