State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
932 hedge funds and large institutions have $9.28B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 413 increasing their positions, 266 reducing their positions, and 54 closing their positions.
600% more call options, than puts
Call options by funds: $4.15M | Put options by funds: $593K
187% more capital inflows, than outflows
Capital inflows: $1.06B | Capital outflows: $369M
174% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 54
55% more repeat investments, than reductions
Existing positions increased: 413 | Existing positions reduced: 266
9% more funds holding
Funds holding: 855 → 932 (+77)
8% more funds holding in top 10
Funds holding in top 10: 50 → 54 (+4)
0.36% more ownership
Funds ownership: 74.59% → 74.95% (+0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fund Evaluation Group
Cincinnati,
Ohio
|
+$118M |
| 2 |
LPL Financial
San Diego,
California
|
+$71.4M |
| 3 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$66M |
| 4 |
Morgan Stanley
New York
|
+$52.3M |
| 5 |
Texas Permanent School Fund
Austin,
Texas
|
+$44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cercano Management
Bellevue,
Washington
|
-$51.2M |
| 2 |
Morningstar Investment Services
Chicago,
Illinois
|
-$46.8M |
| 3 |
MPM
MBB Public Markets
Chicago,
Illinois
|
-$26.5M |
| 4 |
Stadion Money Management
Watkinsville,
Georgia
|
-$18.1M |
| 5 |
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$17.2M |
SPSM Hedge Fund Activity: Q4 2024 in Review
932 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q4 2024, worth a combined $9.28B — up 5.1% from $8.83B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new SPSM positions and 54 closed out — a net gain of 94 holders — while 413 added to existing stakes and 266 trimmed.
The largest buyer was Fund Evaluation Group, adding an estimated $118M. The largest seller was Cercano Management, cutting an estimated $51.2M.
- 932 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q4 2024, up from 855 in Q3 2024.
- Funds reported $9.28B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q4 2024, up 5.1% quarter-over-quarter.
- 148 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q4 2024 and 54 closed out, a net change of +94 holders.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q4 2024 was Fund Evaluation Group, an estimated $118M added.
- The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q4 2024 was Cercano Management, an estimated $51.2M sold.
Based on aggregated 13F filings for Q4 2024.