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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
TCM
251
Towercrest Capital Management
Pennsylvania
$2.15M -$153K -3,683 -7%
Focus Partners Wealth
252
Focus Partners Wealth
Massachusetts
$2.09M +$260K +6,251 +14%
CAM
253
Cresset Asset Management
Illinois
$2.03M -$7.46K -179 -0.4%
Citadel Advisors
254
Citadel Advisors
Florida
$2M +$1.05M +25,158 +109%
GSC
255
G&S Capital
Colorado
$2M +$45.4K +1,090 +2%
PTC
256
Private Trust Company
Ohio
$2M -$132K -3,157 -6%
LFAS
257
Level Four Advisory Services
Texas
$1.99M +$86.5K +2,077 +5%
SSW
258
Stone Summit Wealth
Florida
$1.98M +$73.2K +1,757 +4%
CNC
259
Citizens & Northern Corp
Pennsylvania
$1.97M +$1.98M +47,431 New
CWA
260
Clarus Wealth Advisors
Arizona
$1.97M +$80.8K +1,940 +4%
AFS
261
Annapolis Financial Services
Maryland
$1.96M +$2.17K +52 +0.1%
NC
262
NovaPoint Capital
Georgia
$1.92M -$41K -983 -2%
SC
263
Syon Capital
California
$1.88M +$64.6K +1,550 +4%
FEG
264
Fund Evaluation Group
Ohio
$1.87M +$109K +2,612 +6%
RCM
265
Raleigh Capital Management
North Carolina
$1.86M -$249K -5,972 -12%
SFP
266
Shepherd Financial Partners
Massachusetts
$1.86M +$172K +4,127 +10%
AWM
267
AE Wealth Management
Kansas
$1.84M -$543K -13,023 -23%
AWMG
268
Alliance Wealth Management Group
New Jersey
$1.81M -$156K -3,755 -8%
SFC
269
Strategic Financial Concepts
Texas
$1.81M +$153M +3,661,948 +3,487%
TDWM
270
Topel & Distasi Wealth Management
California
$1.8M
WMG
271
WESCAP Management Group
California
$1.8M -$3.04K -73 -0.2%
DWM
272
Defined Wealth Management
Oregon
$1.79M -$3.71K -89 -0.2%
Franklin Resources
273
Franklin Resources
California
$1.76M
EFS
274
Econ Financial Services
Pennsylvania
$1.75M -$8.96K -215 -0.5%
FA
275
FF Advisors
California
$1.75M

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.