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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
BFG
651
Bleakley Financial Group
New Jersey
$214K +$14.9K +358 +7%
SW
652
Simplicity Wealth
New Jersey
$214K +$14.9K +358 +7%
RCAG
653
Rehmann Capital Advisory Group
Michigan
$210K +$2.71K +65 +1%
ATC
654
Argent Trust Co
Tennessee
$210K -$9.92K -238 -5%
SW
655
SVB Wealth
Massachusetts
$208K -$152K -3,655 -42%
NS
656
NBC Securities
Alabama
$208K +$4.79K +115 +2%
EIP
657
Ellis Investment Partners
Pennsylvania
$206K
GWAM
658
Guardian Wealth Advisors (Minnesota)
Minnesota
$204K
PWM
659
Power Wealth Management
Georgia
$203K -$5.63K -135 -3%
FA
660
FSA Advisors
Michigan
$200K
CWM
661
Cranbrook Wealth Management
Michigan
$198K
S
662
Sachetta
Massachusetts
$196K +$33.4K +801 +23%
AIP
663
Ameritas Investment Partners
Nebraska
$193K +$5.38K +129 +3%
TPCW
664
TD Private Client Wealth
New York
$187K +$24.5K +589 +15%
US Bancorp
665
US Bancorp
Minnesota
$181K +$28.6K +686 +19%
IBOK
666
Independence Bank of Kentucky
Kentucky
$176K
VAG
667
VisionPoint Advisory Group
Texas
$169K -$11.4K -273 -6%
BA
668
Ballast Advisors
Minnesota
$167K -$13.4K -322 -7%
HPC
669
HM Payson & Co
Maine
$166K +$149K +3,576 +866%
AIM
670
Arcadia Investment Management
Michigan
$162K
BBHC
671
Brown Brothers Harriman & Co
New York
$156K +$156K +3,750 New
OSAM
672
O'Shaughnessy Asset Management
Connecticut
$155K +$83.1K +1,994 +115%
WT
673
Washington Trust
Rhode Island
$145K
AWM
674
Aspire Wealth Management
Massachusetts
$141K -$4.88K -117 -3%
NMM
675
Naples Money Management
Florida
$138K +$667 +16 +0.5%

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.