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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
BBA
551
Braun-Bostich & Associates
Pennsylvania
$336K -$1.16M -27,847 -78%
CT
552
Colonial Trust
South Carolina
$332K
CFAM
553
Center For Asset Management
Florida
$328K -$16.3K -391 -5%
EWA
554
EverSource Wealth Advisors
Alabama
$328K +$30.9K +742 +12%
LA
555
Lifeworks Advisors
Michigan
$328K +$21.6K +518 +7%
KCPG
556
Kavar Capital Partners Group
Kansas
$328K -$25K -600 -7%
BAM
557
Belpointe Asset Management
Nevada
$326K +$327K +7,846 New
SI
558
Stephens Inc
Arkansas
$326K
LFA
559
Laraway Financial Advisors
Minnesota
$325K +$125 +3 +0%
IWN
560
Independent Wealth Network
Iowa
$324K -$7.79K -187 -2%
FFW
561
Fusion Family Wealth
New York
$324K
HAM
562
Harmony Asset Management
Arizona
$324K -$25K -600 -7%
SCM
563
Sebold Capital Management
Illinois
$322K -$51.8K -1,244 -14%
PCG
564
Prosperity Consulting Group
Maryland
$321K -$202K -4,849 -39%
CCG
565
Coastwise Capital Group
California
$320K +$321K +7,711 New
SFM
566
Signet Financial Management
New Jersey
$320K +$321K +7,694 New
JFG
567
JDM Financial Group
Texas
$319K +$83 +2 +0%
SPC
568
Sigma Planning Corp
Michigan
$317K -$157K -3,773 -33%
AA
569
ACT Advisors
North Carolina
$310K -$1.96K -47 -0.6%
IWM
570
Iams Wealth Management
Nebraska
$310K +$311K +7,454 New
NFG
571
Nations Financial Group
Iowa
$310K -$202K -4,836 -39%
AC
572
AIFG Consultants
New York
$309K +$417 +10 +0.1%
IF
573
Intrua Financial
Texas
$308K -$794K -19,047 -72%
RPGK
574
Retirement Planning Group (Kansas)
Kansas
$307K -$76.7K -1,840 -20%
AFTS
575
American Financial & Tax Strategies
New York
$305K -$833 -20 -0.3%

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.