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
VCP
401
Verus Capital Partners
Arizona
$776K +$51.2K +1,228 +7%
MC
402
Moors & Cabot
Massachusetts
$771K +$145K +3,473 +23%
AF
403
Aldebaran Financial
$765K +$245K +5,880 +47%
GFPC
404
Global Financial Private Client
Florida
$765K -$116K -2,788 -13%
SPIA
405
Steward Partners Investment Advisory
New York
$745K -$31.9K -765 -4%
TWM
406
Trinity Wealth Management
Pennsylvania
$740K +$35.3K +848 +5%
WHC
407
Wulff, Hansen & Co
California
$737K +$739K +17,745 New
DWA
408
Delta Wealth Advisors
Indiana
$721K -$19.2K -461 -3%
SL
409
Sentinus LLC
Illinois
$720K +$3.79K +91 +0.5%
HGERS
410
Householder Group Estate & Retirement Specialist
Arizona
$719K +$245K +5,879 +51%
AFM
411
Abbot Financial Management
Massachusetts
$714K +$208 +5 +0%
AA
412
Axiom Advisory
California
$713K +$715K +17,169 New
CWM
413
Collaborative Wealth Management
Florida
$712K -$20.1K -483 -3%
TAM
414
Titleist Asset Management
Texas
$712K -$88.3K -2,118 -11%
Two Sigma Investments
415
Two Sigma Investments
New York
$705K -$892K -21,400 -56%
SFS
416
Security Financial Services
Indiana
$700K +$103K +2,469 +17%
TI
417
Trexquant Investment
Connecticut
$683K +$686K +16,452 New
AA
418
Advisory Alpha
Michigan
$676K +$14.2K +341 +2%
MERSOM
419
Municipal Employees' Retirement System of Michigan
Michigan
$664K +$666K +15,987 New
SFG
420
Sunburst Financial Group
Alabama
$655K -$2.13K -51 -0.3%
ACM
421
Armbruster Capital Management
New York
$651K +$653K +15,670 New
MFA
422
McClarren Financial Advisors
Pennsylvania
$648K -$749K -17,986 -94%
SPA
423
Sentinel Pension Advisors
Massachusetts
$647K +$3.58K +86 +0.6%
ICP
424
Interchange Capital Partners
Pennsylvania
$646K +$13.8K +330 +2%
FIM
425
Fernwood Investment Management
Massachusetts
$641K

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.