We are live on ! Find out more
SPSM icon

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
CWP
301
Cyndeo Wealth Partners
Florida
$1.51M -$134K -3,224 -8%
IFG
302
Independent Financial Group
California
$1.5M +$240K +5,752 +19%
SIC
303
Shoker Investment Counsel
Ohio
$1.49M -$102K -2,459 -6%
AWA
304
Alta Wealth Advisors
Massachusetts
$1.49M +$10.5K +251 +0.7%
NGA
305
Naples Global Advisors
Florida
$1.48M +$112K +2,695 +8%
Bank of Montreal
306
Bank of Montreal
Ontario, Canada
$1.46M +$313K +7,501 +27%
CAGAS
307
Capital Advisory Group Advisory Services
Minnesota
$1.45M -$42.3K -1,016 -3%
SB
308
Strategic Blueprint
Georgia
$1.42M +$262K +6,298 +23%
NA
309
Nottingham Advisors
New York
$1.42M -$30.1K -723 -2%
AF
310
Advisornet Financial
Minnesota
$1.41M +$107K +2,557 +8%
GWM
311
Gibbs Wealth Management
Georgia
$1.41M +$639K +15,339 +82%
IA
312
IFG Advisory
Georgia
$1.41M +$921K +22,107 +187%
NF
313
Nikulski Financial
Iowa
$1.41M -$26.4K -633 -2%
ACP
314
Aveo Capital Partners
Colorado
$1.38M -$132K -3,157 -9%
LIA
315
LBMC Investment Advisors
Tennessee
$1.38M -$2.13M -51,115 -61%
IWS
316
Integrity Wealth Solutions
Colorado
$1.38M -$32.7K -784 -2%
Comerica Bank
317
Comerica Bank
Texas
$1.38M -$354K -8,484 -20%
MCM
318
MAI Capital Management
Ohio
$1.38M +$63.1K +1,515 +5%
LGA
319
Lebenthal Global Advisors
New York
$1.37M -$4.42K -106 -0.3%
PWP
320
Precedent Wealth Partners
Texas
$1.34M +$532K +12,775 +66%
RFS
321
Richardson Financial Services
Massachusetts
$1.34M -$192K -4,610 -13%
RFG
322
Range Financial Group
Oregon
$1.32M +$11.9K +286 +0.9%
GSEP
323
Golden State Equity Partners
California
$1.29M +$1.29M +31,012 New
OGF
324
Orin Green Financial
California
$1.29M +$1.29M +30,981 New
MSA
325
Marathon Strategic Advisors
Pennsylvania
$1.28M +$72.8K +1,748 +6%

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.