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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
IPWA
576
International Private Wealth Advisors
California
$299K +$300K +7,200 New
AP
577
Adero Partners
California
$298K
SL
578
SWMG LLC
Texas
$298K +$83 +2 +0%
LWMG
579
Levy Wealth Management Group
Pennsylvania
$297K +$298K +7,141 New
AC
580
ASB Consultores
Florida
$294K +$10.3K +248 +4%
MCWS
581
McKinley Carter Wealth Services
West Virginia
$293K +$57.2K +1,372 +24%
PWA
582
PCG Wealth Advisors
Kansas
$292K -$371K -8,899 -56%
CFS
583
Coordinated Financial Services
Colorado
$292K +$1.25K +30 +0.4%
WF
584
Welch & Forbes
Massachusetts
$292K -$125 -3 -0%
CFD
585
Creative Financial Designs
Indiana
$291K -$17K -407 -5%
Koshinski Asset Management
586
Koshinski Asset Management
Illinois
$291K +$78.6K +1,886 +36%
CSIC
587
Clifford Swan Investment Counsel
California
$290K
AL
588
ACAS LLC
California
$290K +$263K +6,300 New
FOA
589
Five Oceans Advisors
California
$290K +$10.3K +247 +4%
SF
590
Synovus Financial
Georgia
$289K -$9.79K -235 -3%
MCA
591
MSH Capital Advisors
Arizona
$288K +$289K +6,924 New
P
592
&Partners
Tennessee
$287K +$288K +6,907 New
WP
593
WealthPLAN Partners
Nebraska
$286K -$80.2K -1,924 -22%
APP
594
Avantax Planning Partners
Iowa
$285K +$286K +6,863 New
LFG
595
Lockerman Financial Group
California
$284K -$52.8K -1,268 -16%
VPWA
596
Vestia Personal Wealth Advisors
Indiana
$283K +$284K +6,823 New
CA
597
Continuum Advisory
Idaho
$283K -$333 -8 -0.1%
CC
598
Courier Capital
New York
$276K
CB
599
Commerce Bank
Missouri
$272K +$273K +6,547 New
ESB
600
Essex Savings Bank
Connecticut
$271K +$12.6K +302 +5%

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.