State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
928 hedge funds and large institutions have $9.27B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 413 increasing their positions, 263 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
172% more first-time investments, than exits
New positions opened: 147 | Existing positions closed: 54
57% more repeat investments, than reductions
Existing positions increased: 413 | Existing positions reduced: 263
9% more funds holding
Funds holding: 852 → 928 (+76)
8% more funds holding in top 10
Funds holding in top 10: 50 → 54 (+4)
5% more capital invested
Capital invested by funds: $8.82B → $9.27B (+$452M)
0.36% more ownership
Funds ownership: 74.54% → 74.9% (+0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$118M |
| 2 |
LPL Financial
San Diego,
California
|
+$71.4M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$66M |
| 4 |
Morgan Stanley
New York
|
+$52.3M |
| 5 |
TPSF
Texas Permanent School Fund
Austin,
Texas
|
+$44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Cercano Management
Bellevue,
Washington
|
-$51.2M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$46.8M |
| 3 |
MPM
MBB Public Markets
Chicago,
Illinois
|
-$26.5M |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$18.1M |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$17.2M |
SPSM Hedge Fund Activity: Q4 2024 in Review
928 of the 7,607 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 $9.27B — up 5.1% from $8.82B a quarter earlier.
Buyers outnumbered sellers: 147 funds opened new SPSM positions and 54 closed out — a net gain of 93 holders — while 413 added to existing stakes and 263 trimmed.
The largest buyer was Fund Evaluation Group, adding an estimated $118M. The largest seller was Cercano Management, cutting an estimated $51.2M.
- 928 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q4 2024, up from 852 in Q3 2024.
- Funds reported $9.27B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q4 2024, up 5.1% quarter-over-quarter.
- 147 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 +93 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.