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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
WT
676
Whittier Trust
California
$126K -$2.29K -55 -2%
HBW
677
Hazlett, Burt & Watson
West Virginia
$122K +$69.7K +1,672 +130%
NFSG
678
Newbridge Financial Services Group
Florida
$121K +$18.2K +437 +18%
SWP
679
SIMA Wealth Partners
Virginia
$115K +$115K +2,767 New
CHA
680
Carmichael Hill & Associates
Maryland
$115K -$92.9K -2,230 -45%
CWM
681
Cedar Wealth Management
California
$113K +$8.33K +200 +8%
PFM
682
Phillips Financial Management
Indiana
$107K -$417 -10 -0.4%
SAM
683
S.A. Mason
Michigan
$102K +$13.8K +332 +16%
PP
684
PrairieView Partners
Minnesota
$98K -$5.21K -125 -5%
OC
685
Oakworth Capital
Alabama
$97.8K
WBC
686
West Branch Capital
Massachusetts
$97.2K
OCM
687
Orion Capital Management
California
$94.6K
QCG
688
Quadrant Capital Group
Ohio
$94.2K
VWWMG
689
Vermillion & White Wealth Management Group
Pennsylvania
$94K
GWANC
690
Guardian Wealth Advisors (North Carolina)
North Carolina
$91.1K -$2.92K -70 -3%
SMA
691
Sage Mountain Advisors
Georgia
$90.8K +$52.4K +1,257 +135%
NCM
692
Northwest Capital Management
Oregon
$87.8K +$9.33K +224 +12%
SWM
693
Spire Wealth Management
Virginia
$85.9K +$42 +1 +0%
GLR
694
Great Lakes Retirement
Ohio
$85.8K +$86.1K +2,066 New
ANBT
695
American National Bank & Trust
Texas
$82.6K
DWM
696
Dogwood Wealth Management
Kansas
$82.3K -$244K -5,848 -75%
S
697
SignatureFD
Georgia
$73.4K +$65.1K +1,562 +762%
LIA
698
Lynx Investment Advisory
District of Columbia
$71.6K +$71.9K +1,725 New
CJ
699
Caitlin John
Michigan
$70.3K -$9.79K -235 -12%
ST
700
Smithfield Trust
Pennsylvania
$70K

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.