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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
MWAM
526
Manhattan West Asset Management
California
$387K -$170K -4,082 -30%
HAS
527
HBW Advisory Services
California
$382K +$184K +4,410 +92%
CT
528
Caldwell Trust
Florida
$380K
HWM
529
Horizon Wealth Management
Illinois
$378K +$42 +1 +0%
TVAMP
530
Tennessee Valley Asset Management Partners
Tennessee
$377K +$2.63K +63 +0.7%
MWM
531
MBE Wealth Management
Wisconsin
$372K -$333 -8 -0.1%
SWM
532
Sterling Wealth Management
Illinois
$369K -$19.3K -463 -5%
PCM
533
Parsons Capital Management
Rhode Island
$369K -$9.29K -223 -2%
CA
534
Claro Advisors
Massachusetts
$367K -$1.22M -29,379 -77%
BCA
535
Bay Colony Advisors
Massachusetts
$363K -$367K -8,800 -50%
VIP
536
Vantage Investment Partners
Missouri
$362K
Northern Trust
537
Northern Trust
Illinois
$360K -$44.7K -1,072 -11%
SCA
538
Sandy Cove Advisors
Massachusetts
$360K -$37.5K -900 -9%
NG
539
Norden Group
Utah
$358K +$159K +3,804 +79%
MAM
540
Mystic Asset Management
Rhode Island
$354K +$19.4K +465 +6%
TFGT
541
TS Financial Group (TSFG)
Illinois
$353K +$95K +2,280 +37%
SIA
542
Strategic Investment Advisors
Michigan
$349K -$71.3K -1,710 -17%
WTC
543
WhitTier Trust Company
Nevada
$348K -$34K -816 -9%
SGI
544
Summit Global Investments
Utah
$348K -$33.8K -811 -9%
STA
545
Summit Trail Advisors
New York
$346K
PFS
546
Prospera Financial Services
Texas
$345K -$16.3K -391 -5%
LA
547
Legacy Advisors
Pennsylvania
$342K +$12K +287 +4%
VC
548
Vicus Capital
Pennsylvania
$338K +$6K +144 +2%
OPWM
549
Oakwell Private Wealth Management
Texas
$337K -$917 -22 -0.3%
WIC
550
Woodmont Investment Counsel
Tennessee
$336K

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.