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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
VCA
476
Verdence Capital Advisors
Maryland
$499K +$2.71K +65 +0.5%
AWAU
477
Alliance Wealth Advisors (Utah)
Utah
$498K +$89.2K +2,141 +22%
MI
478
Moneywise Inc
Virginia
$494K -$44.3K -1,063 -8%
CF
479
Centaurus Financial
California
$493K +$133K +3,200 +37%
JIC
480
Johnson Investment Counsel
Ohio
$491K +$1.25K +30 +0.3%
VT
481
Vise Technologies
New York
$489K +$187K +4,486 +62%
MWM
482
Meridian Wealth Management
Kentucky
$488K +$489K +11,741 New
SFG
483
Sovereign Financial Group
Connecticut
$487K +$42 +1 +0%
DW30
484
Drucker Wealth 3.0
New Jersey
$486K +$488K +11,706 New
WA
485
Wambolt & Associates
Colorado
$485K +$792 +19 +0.2%
SLC
486
Second Line Capital
Louisiana
$483K -$48.9K -1,174 -9%
MSAM
487
Moloney Securities Asset Management
Missouri
$482K +$875 +21 +0.2%
AWA
488
Amplius Wealth Advisors
Pennsylvania
$481K -$42 -1 -0%
SOS
489
Silver Oak Securities
Tennessee
$474K +$79.1K +1,898 +20%
PA
490
PFG Advisors
Arizona
$472K +$23.3K +560 +5%
CRC
491
Curi RMB Capital
Illinois
$472K +$9.67K +232 +2%
MIG
492
McGuire Investment Group
Rhode Island
$472K
PAG
493
Paladin Advisory Group
Iowa
$471K
VPP
494
Vertex Planning Partners
Illinois
$468K -$1.79K -43 -0.4%
AT
495
American Trust
Kentucky
$466K -$5.04K -121 -1%
AFG
496
Atomi Financial Group
New York
$465K -$184K -4,410 -28%
LA
497
Lynch & Associates
Indiana
$462K
SCA
498
Snowden Capital Advisors
New York
$461K +$61.3K +1,471 +15%
HIA
499
Harbor Investment Advisory
Maryland
$454K -$388K -9,320 -46%
BWM
500
BCS Wealth Management
Tennessee
$452K

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.