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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
CCFCSB
351
Cape Cod Five Cents Savings Bank
Massachusetts
$1.09M -$39.9K -958 -4%
FT
352
Fiduciary Trust
Massachusetts
$1.08M
BFC
353
Blue Fin Capital
Rhode Island
$1.08M +$95.3K +2,287 +10%
CAG
354
Csenge Advisory Group
Florida
$1.07M -$93.2K -2,237 -8%
FSWA
355
Financial Synergies Wealth Advisors
Texas
$1.07M -$1.49M -35,755 -58%
AIP
356
ARS Investment Partners
New York
$1.06M +$5.08K +122 +0.5%
NYLIM
357
New York Life Investment Management
New York
$1.05M +$1.06M +25,399 New
AG
358
Ascent Group
Virginia
$1.03M -$309K -7,422 -23%
ZIMP
359
Zimmermann Investment Management & Planning
Pennsylvania
$1.02M -$1.55M -37,203 -60%
FPWM
360
FSB Premier Wealth Management
Iowa
$1.01M +$50.6K +1,215 +5%
EIA
361
Eldridge Investment Advisors
New Hampshire
$988K -$151K -3,626 -13%
GHAM
362
Gilman Hill Asset Management
Connecticut
$984K
T
363
Tidemark
California
$983K +$171K +4,106 +21%
SIC
364
Salem Investment Counselors
North Carolina
$969K -$18.5K -444 -2%
HCP
365
Hardin Capital Partners
South Carolina
$955K +$508K +12,201 New
DWM
366
Denver Wealth Management
Colorado
$950K -$53.4K -1,282 -5%
SEI Investments
367
SEI Investments
Pennsylvania
$948K +$22.5K +541 +2%
ECG
368
Edge Capital Group
Georgia
$933K -$88.8K -2,130 -9%
RIA
369
Realta Investment Advisors
Delaware
$930K -$81.2K -1,948 -8%
AFP
370
Alpha Financial Partners
Kentucky
$929K +$4.67K +112 +0.5%
AC
371
Apella Capital
Connecticut
$923K +$85.3K +2,048 +10%
AWC
372
Adamsbrown Wealth Consultants
Kansas
$913K -$122K -2,936 -12%
EFL
373
ERn Financial LLC
Wisconsin
$910K -$1.62M -38,995 -64%
BW
374
BIP Wealth
Georgia
$899K -$261K -6,258 -22%
MCC
375
Money Concepts Capital
Florida
$890K +$138K +3,305 +18%

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.