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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
326
TD Capital Management
Tennessee
$1.28M -$6.42K -154 -0.5%
PWM
327
Penobscot Wealth Management
Maine
$1.27M -$159K -3,818 -11%
WPP
328
Whalerock Point Partners
Rhode Island
$1.27M -$6.46K -155 -0.5%
SP
329
Stablepoint Partners
Massachusetts
$1.26M +$510K +12,240 +79%
Fidelity Investments
330
Fidelity Investments
Massachusetts
$1.26M +$256K +6,135 +25%
DI
331
DDFG Inc
California
$1.25M +$45.4K +1,090 +4%
William Blair & Company
332
William Blair & Company
Illinois
$1.25M -$75.5K -1,811 -6%
TCM
333
Triumph Capital Management
Colorado
$1.25M +$54.5K +1,307 +5%
OCM
334
One Capital Management
California
$1.24M +$1.25M +29,961 New
CRI
335
Colonial River Investments
Virginia
$1.24M -$92K -2,209 -7%
PP
336
Pegasus Partners
Wisconsin
$1.24M -$72.7K -1,744 -6%
Lido Advisors
337
Lido Advisors
California
$1.23M +$933K +22,383 +309%
PRS
338
Pinkerton Retirement Specialists
Idaho
$1.2M +$695K +16,684 +137%
WMR
339
Wealth Management Resources
Rhode Island
$1.18M -$8.08K -194 -0.7%
FHA
340
First Horizon Advisors
Tennessee
$1.17M +$991K +23,777 +550%
CA
341
CoreCap Advisors
Michigan
$1.16M +$49.8K +1,194 +4%
CW
342
CreativeOne Wealth
Kansas
$1.15M -$1.25M -30,053 -52%
BFC
343
Bedel Financial Consulting
Indiana
$1.15M +$87.8K +2,108 +8%
SAA
344
Southeast Asset Advisors
Georgia
$1.13M
LCM
345
Lunt Capital Management
Utah
$1.13M -$259K -6,206 -19%
EWM
346
Empirical Wealth Management
Washington
$1.13M -$14.9K -357 -1%
GM
347
GeoWealth Management
Illinois
$1.12M -$4.09M -98,109 -78%
RSA
348
River Street Advisors
Illinois
$1.12M +$285K +6,829 +34%
MWM
349
Modera Wealth Management
New Jersey
$1.11M -$37K -887 -3%
MWC
350
MBM Wealth Consultants
Missouri
$1.09M +$98.3K +2,358 +10%

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.