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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
SC
626
Sapient Capital
Indiana
$242K
HSG
627
Helen Stephens Group
Texas
$242K -$25.4K -609 -9%
CFP
628
Cascade Financial Partners
California
$241K +$167 +4 +0.1%
NWMG
629
National Wealth Management Group
Ohio
$240K -$81.3K -1,952 -25%
HFA
630
High Falls Advisors
New York
$240K
AWM
631
Apollon Wealth Management
South Carolina
$236K +$12.3K +294 +5%
DA
632
Detalus Advisors
Missouri
$235K -$47.6K -1,142 -17%
PFA
633
Professional Financial Advisors
Nebraska
$231K +$208 +5 +0.1%
TAM
634
Townsend Asset Management
North Carolina
$228K +$83 +2 +0%
UAG
635
United Advisor Group
Ohio
$228K +$229K +5,498 New
TWP
636
Tyche Wealth Partners
Texas
$227K +$228K +5,460 New
CIA
637
Concurrent Investment Advisors
Florida
$225K +$226K +5,423 New
SEA
638
Stegent Equity Advisors
Texas
$225K
RBFC
639
Roman Butler Fullerton & Co
Missouri
$223K +$958 +23 +0.4%
VWA
640
Visionary Wealth Advisors
Illinois
$223K -$9.92K -238 -4%
AWM
641
Angeles Wealth Management
California
$223K
MW
642
Maia Wealth
Colorado
$222K +$211K +5,055 New
SPAS
643
Spectrum Planning & Advisory Services
California
$222K +$225K +5,390 New
RMF
644
Red Mountain Financial
Colorado
$220K +$221K +5,297 New
SBIA
645
Sheaff Brock Investment Advisors
Indiana
$218K +$417 +10 +0.2%
D
646
Diversified
Delaware
$217K
NEWAS
647
N.E.W. Advisory Services
Wisconsin
$216K +$6.21K +149 +3%
CRIG
648
Charter Research & Investment Group
Connecticut
$214K
WAG
649
Wallace Advisory Group
California
$214K +$215K +5,160 New
LSA
650
Lion Street Advisors
Texas
$214K -$1.46K -35 -0.7%

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.