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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
RPCONE
451
Retirement Planning Company of New England
Rhode Island
$563K +$14.3K +342 +3%
AWM
452
Adams Wealth Management
Utah
$562K +$59.5K +1,427 +12%
CI
453
CacheTech Inc
Utah
$562K +$564K +13,544 New
MWM
454
MGB Wealth Management
Texas
$562K -$7.46K -179 -1%
FMI
455
F/M Investments
District of Columbia
$561K +$563K +13,508 New
Brown Advisory
456
Brown Advisory
Maryland
$559K +$104K +2,486 +23%
TWD
457
True Wealth Design
Ohio
$553K
BWP
458
Balboa Wealth Partners
Arizona
$552K -$111K -2,653 -17%
BC
459
Brio Consultants
California
$549K -$43.9K -1,053 -7%
PSF
460
Pacific Sun Financial
California
$549K -$2.5K -60 -0.5%
GBT
461
Grove Bank & Trust
Florida
$549K -$3.08K -74 -0.6%
PIAS
462
PCA Investment Advisory Services
Ohio
$545K +$6.13K +147 +1%
KPWS
463
Kestra Private Wealth Services
Texas
$540K +$542K +12,998 New
PA
464
Procyon Advisors
Connecticut
$534K +$36.7K +881 +7%
MA
465
Mutual Advisors
Nebraska
$534K +$45K +1,079 +10%
CFB
466
Cullen/Frost Bankers
Texas
$530K +$532K +12,771 New
GC
467
Gilbert & Cook
Iowa
$528K -$74.5K -1,788 -12%
BBA
468
BLB&B Advisors
Pennsylvania
$528K -$47.1K -1,130 -8%
BPFA
469
Barnes Pettey Financial Advisors
Mississippi
$519K -$11K -265 -2%
PPW
470
Parcion Private Wealth
Washington
$513K -$111K -2,652 -18%
UWM
471
USAdvisors Wealth Management
Minnesota
$512K -$191K -4,595 -27%
EGA
472
E&G Advisors
Texas
$507K -$208 -5 -0%
SWA
473
Sightline Wealth Advisors
Connecticut
$506K -$59.7K -1,433 -11%
LA
474
Latitude Advisors
Florida
$502K -$12K -288 -2%
SHGA
475
Sand Hill Global Advisors
California
$500K -$15.1K -363 -3%

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.