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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
BWFA
376
Baltimore-Washington Financial Advisors
Maryland
$886K +$9.17K +220 +1%
KFP
377
Keener Financial Planning
Texas
$884K +$2.71K +65 +0.3%
WFAG
378
Worth Financial Advisory Group
North Carolina
$878K +$99K +2,375 +13%
CF
379
Corrigan Financial
Rhode Island
$876K
FG
380
Fiduciary Group
Georgia
$872K -$29.3K -703 -3%
TA
381
TKG Advisors
Indiana
$853K +$63.4K +1,522 +8%
MA
382
MONECO Advisors
Connecticut
$849K +$75.5K +1,812 +10%
SWM
383
Seaside Wealth Management
California
$844K -$1.17K -28 -0.1%
FNWA
384
Financial Network Wealth Advisors
Utah
$839K +$532K +12,776 +182%
KFI
385
Key Financial Inc
Pennsylvania
$838K +$96.6K +2,319 +13%
PCIA
386
Prime Capital Investment Advisors
Kansas
$838K -$2.2M -52,764 -72%
ECG
387
EPIQ Capital Group
California
$837K +$508K +12,189 +153%
WIA
388
World Investment Advisors
California
$837K +$215K +5,162 +34%
BSW
389
Buckingham Strategic Wealth
Missouri
$833K -$66.8K -1,604 -7%
AIS
390
American Investment Services
Massachusetts
$827K
VAF
391
Values Added Financial
District of Columbia
$823K +$20.9K +501 +3%
MCM
392
MidAtlantic Capital Management
Virginia
$822K
SWM
393
SigFig Wealth Management
California
$807K -$1.27M -30,533 -61%
PFGIA
394
Patriot Financial Group Insurance Agency
Massachusetts
$804K +$165K +3,971 +26%
BFEC
395
Benjamin F. Edwards & Company
Missouri
$793K +$51.9K +1,245 +7%
WPC
396
White Pine Capital
Minnesota
$793K
CA
397
Clearstead Advisors
Ohio
$787K +$759K +18,206 +2,477%
SF
398
Safeguard Financial
Wisconsin
$781K
KWA
399
Kingswood Wealth Advisors
California
$779K +$781K +18,747 New
SCM
400
SOL Capital Management
Maryland
$778K -$8.33K -200 -1%

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.