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State Street SPDR Portfolio S&P 600 Small Cap ETF

807 hedge funds and large institutions have $7.61B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 331 increasing their positions, 288 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

31,313% more call options, than puts

Call options by funds: $2.51M | Put options by funds: $8K

100% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 41

15% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 288

5% more funds holding

Funds holding: 772807 (+35)

1.39% more ownership

Funds ownership: 74.46%75.85% (+1.4%)

3% less capital invested

Capital invested by funds: $7.83B → $7.61B (-$215M)

20% less funds holding in top 10

Funds holding in top 10: 5443 (-11)

Holders
807
Holders Change
+35
Holders Change %
+4.53%
% of All Funds
11.66%
Holding in Top 10
43
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20.37%
% of All Funds
0.62%
New
82
Increased
331
Reduced
288
Closed
41
Calls
$2.51M
Puts
$8K
Net Calls
+$2.5M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NFC
226
Northeast Financial Consultants
Connecticut
$2.65M -$99.8K -2,395 -4%
IA
227
IFP Advisors
Florida
$2.57M +$79.5K +1,909 +3%
AI
228
Atria Investments
North Carolina
$2.54M +$3.38K +81 +0.1%
NC
229
Napatree Capital
Rhode Island
$2.54M +$225K +5,392 +10%
WAS
230
Wealth Advisory Solutions
Indiana
$2.54M +$25.8K +619 +1%
LPT
231
Legacy Private Trust
Wisconsin
$2.51M +$127K +3,041 +5%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$2.49M -$237K -5,677 -9%
CWP
233
CFM Wealth Partners
Texas
$2.49M +$384K +9,219 +18%
MF
234
Meridian Financial
Massachusetts
$2.48M +$102K +2,451 +4%
SAM
235
Securian Asset Management
Minnesota
$2.46M
DFA
236
DHK Financial Advisors
New Hampshire
$2.46M
ACA
237
Affinity Capital Advisors
California
$2.44M -$98.4K -2,362 -4%
SW
238
SkyOak Wealth
Michigan
$2.43M -$20.6K -495 -0.8%
LSIA
239
LaSalle St. Investment Advisors
Illinois
$2.42M +$1.1M +26,347 New
PSFG
240
Prairie Sky Financial Group
Illinois
$2.41M -$20K -481 -0.8%
IA
241
IFG Advisors
Missouri
$2.38M -$27.5K -661 -1%
CWM
242
Compass Wealth Management
Connecticut
$2.38M +$297K +7,118 +14%
AFG
243
Arkansas Financial Group
Arkansas
$2.38M +$328K +7,864 +16%
PWG
244
Portside Wealth Group
Utah
$2.36M +$1.43M +34,226 +152%
KAM
245
Knightsbridge Asset Management
California
$2.31M +$15.8K +380 +0.7%
TCA
246
Transcend Capital Advisors
New Jersey
$2.28M -$15.5K -373 -0.7%
SFS
247
Sowell Financial Services
Arkansas
$2.26M -$27.2K -653 -1%
EMPI
248
Elo Mutual Pension Insurance
Finland
$2.24M -$46.7M -1,120,735 -95%
TA
249
TFG Advisers
Michigan
$2.18M +$3.21K +77 +0.1%
NP
250
NorthRock Partners
Minnesota
$2.18M -$127K -3,048 -5%

SPSM Hedge Fund Activity: Q2 2024 in Review

807 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q2 2024, worth a combined $7.61B — down 2.7% from $7.83B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new SPSM positions and 41 closed out — a net gain of 41 holders — while 331 added to existing stakes and 288 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $153M. The largest seller was Elo Mutual Pension Insurance, cutting an estimated $46.7M.

  • 807 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q2 2024, up from 772 in Q1 2024.
  • Funds reported $7.61B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q2 2024, down 2.7% quarter-over-quarter.
  • 82 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q2 2024 and 41 closed out, a net change of +41 holders.
  • The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $153M added.
  • The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q2 2024 was Elo Mutual Pension Insurance, an estimated $46.7M sold.

Based on aggregated 13F filings for Q2 2024.