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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
CA
426
CGN Advisors
Kansas
$634K +$35.3K +846 +6%
ACA
427
Aptus Capital Advisors
Alabama
$633K -$1.84M -44,198 -74%
RCA
428
Ranch Capital Advisors
Florida
$626K -$5.58K -134 -0.9%
UCFA
429
United Capital Financial Advisors
Texas
$615K -$21.5K -515 -3%
RJT
430
Raymond James Trust
Florida
$614K +$85.7K +2,056 +16%
FMN
431
Financial Management Network
California
$613K +$12.5K +301 +2%
CIS
432
Continental Investors Services
Washington
$612K -$27.3K -656 -4%
IAP
433
Indie Asset Partners
Indiana
$610K -$583 -14 -0.1%
KFS
434
Kelly Financial Services
Massachusetts
$608K -$196K -4,698 -24%
TFG
435
Tilson Financial Group
New Jersey
$603K
BCFS
436
Butensky & Cohen Financial Security
Florida
$601K -$500 -12 -0.1%
CPA
437
Capital Planning Advisors
California
$599K +$9.42K +226 +2%
CIAS
438
CFS Investment Advisory Services
New Jersey
$598K -$93.3K -2,239 -13%
BFA
439
Brown Financial Advisory
Alabama
$597K -$16.5K -396 -3%
SWM
440
SFG Wealth Management
Maryland
$596K +$25.9K +621 +5%
UFA
441
US Financial Advisors
Massachusetts
$593K -$10.9K -261 -2%
LA
442
LexAurum Advisors
Kansas
$583K -$62.1K -1,491 -10%
AWA
443
Alaska Wealth Advisors
Alaska
$577K +$6K +144 +1%
ME
444
McIlrath & Eck
Washington
$576K -$30.1K -723 -5%
SAI
445
Savvy Advisors Inc
New York
$576K -$62.7K -1,505 -10%
EFG
446
Ehrlich Financial Group
California
$572K -$66.2K -1,588 -10%
RFN
447
Redwood Financial Network
Ohio
$571K +$6.54K +157 +1%
PP
448
Patron Partners
Texas
$570K +$8.63K +207 +2%
FWM
449
Fingerlakes Wealth Management
New York
$567K -$51K -1,225 -8%
AWA
450
Arkadios Wealth Advisors
Georgia
$564K +$10K +240 +2%

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.