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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
TW
601
TrinityPoint Wealth
Connecticut
$270K +$7.88K +189 +3%
OC
602
Oppenheimer & Co
New York
$267K -$708K -16,988 -73%
GL
603
Graypoint LLC
New York
$262K +$83 +2 +0%
MYIA
604
Mount Yale Investment Advisors
Colorado
$261K +$1.25K +30 +0.5%
CIAS
605
Capital Investment Advisory Services
North Carolina
$261K -$407K -9,775 -61%
FTDI
606
First Trust Direct Indexing
Massachusetts
$260K -$24.2K -581 -8%
AIM
607
Acropolis Investment Management
Missouri
$260K
VIM
608
Vista Investment Management
Pennsylvania
$257K +$258K +6,195 New
MWM
609
Marion Wealth Management
Pennsylvania
$257K +$958 +23 +0.4%
MLRA
610
Main Line Retirement Advisors
Montana
$257K +$1.29K +31 +0.5%
AAS
611
Ameritas Advisory Services
Nebraska
$256K -$58.2K -1,397 -18%
ORG
612
Optimist Retirement Group
Washington
$255K +$208 +5 +0.1%
CP
613
Castleview Partners
Texas
$254K +$45K +1,081 +21%
AFAS
614
Acorn Financial Advisory Services
Virginia
$253K -$30.9K -741 -11%
NCM
615
Noesis Capital Mangement
Florida
$250K +$750 +18 +0.3%
VWM
616
VCI Wealth Management
Missouri
$249K +$250K +5,999 New
BFA
617
Beaumont Financial Advisors
Massachusetts
$247K -$15.1K -362 -6%
BWA
618
Burt Wealth Advisors
Maryland
$247K -$23.7K -568 -9%
BTWM
619
Baker Tilly Wealth Management
Wisconsin
$246K -$44.3K -1,064 -15%
MFT
620
Moisand Fitzgerald Tamayo
Florida
$245K -$23.2K -557 -9%
AA
621
Alesco Advisors
New York
$245K +$37.6K +902 +18%
RWM
622
Ritholtz Wealth Management
New York
$244K +$625 +15 +0.3%
CAAS
623
Capital Asset Advisory Services
Michigan
$244K -$10.2K -245 -4%
MGW
624
MB Generational Wealth
Washington
$244K +$244K +5,864 New
KeyBank National Association
625
KeyBank National Association
Ohio
$242K

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.