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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
KWM
276
Kingsview Wealth Management
Oregon
$1.74M -$95.6K -2,295 -5%
SWA
277
Stratos Wealth Advisors
Ohio
$1.74M +$126K +3,031 +8%
KBFS
278
Kohmann Bosshard Financial Services
Ohio
$1.73M -$41.7K -1,000 -2%
GWSG
279
GPS Wealth Strategies Group
Colorado
$1.72M -$60.4K -1,450 -3%
GSIS
280
Global Strategic Investment Solutions
Arizona
$1.72M -$17.4K -417 -1%
Fifth Third Bancorp
281
Fifth Third Bancorp
Ohio
$1.7M -$138K -3,318 -7%
CA
282
CSM Advisors
Pennsylvania
$1.69M
JCM
283
Jacobi Capital Management
Pennsylvania
$1.69M +$92.1K +2,211 +6%
NRA
284
NSI Retail Advisors
Pennsylvania
$1.67M
CFG
285
Cooper Financial Group
California
$1.65M +$222K +5,316 +15%
WCM
286
Wealthcare Capital Management
Virginia
$1.65M +$306K +7,349 +23%
VAS
287
Valicenti Advisory Services
New York
$1.64M +$75K +1,801 +5%
CGA
288
Crescent Grove Advisors
Illinois
$1.63M -$3.08K -74 -0.2%
BFA
289
Bill Few Associates
Pennsylvania
$1.61M +$522K +12,532 +48%
IF
290
Integrity Financial
Wyoming
$1.61M +$106K +2,547 +7%
PS
291
Principal Securities
Iowa
$1.6M +$305K +7,311 +23%
BCI
292
Brinker Capital Investments
Pennsylvania
$1.59M +$216K +5,180 +16%
OPS
293
Orion Portfolio Solutions
Nebraska
$1.59M +$216K +5,180 +16%
OWA
294
Opal Wealth Advisors
New York
$1.58M +$53.7K +1,289 +4%
BRWA
295
B. Riley Wealth Advisors
Florida
$1.56M +$1.15M +27,606 +275%
FFA
296
Farther Finance Advisors
California
$1.56M +$338K +8,110 +27%
EWA
297
EP Wealth Advisors
California
$1.56M +$23.2K +556 +2%
NB
298
Northwest Bancshares
Pennsylvania
$1.55M -$23.4K -562 -1%
Renaissance Technologies
299
Renaissance Technologies
New York
$1.54M +$892K +21,400 +135%
PWM
300
Perigon Wealth Management
California
$1.54M +$1.55M +37,136 New

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.