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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
IGWM
701
ICA Group Wealth Management
Colorado
$68.2K -$1.99M -47,670 -97%
Qube Research & Technologies (QRT)
702
Qube Research & Technologies (QRT)
United Kingdom
$67.4K +$13.5K +325 +25%
JWA
703
JFS Wealth Advisors
Pennsylvania
$67K +$12.5K +301 +23%
KSWA
704
Kathleen S. Wright Associates
Pennsylvania
$65.1K +$65.3K +1,566 New
BCWM
705
Bartlett & Co Wealth Management
Ohio
$64K
SL
706
Salomon & Ludwin
Virginia
$63.3K
CPA
707
Clear Point Advisors
New York
$63K
PO
708
Private Ocean
California
$63K +$333 +8 +0.5%
BTI
709
Blue Trust Inc
Georgia
$62.6K
GI
710
GAMMA Investing
California
$62.2K +$14.9K +357 +31%
CAL
711
Capital Advisors Ltd
Ohio
$61K
HWA
712
HHM Wealth Advisors
Tennessee
$60.9K
HNB
713
Huntington National Bank
Ohio
$60.6K
MG
714
Mather Group
Illinois
$59.7K +$44.8K +1,076 +347%
AP
715
Atwood & Palmer
Missouri
$57.5K +$25.3K +607 +78%
AA
716
Ancora Advisors
Ohio
$57K +$17.8K +428 +45%
PFBT
717
Parkside Financial Bank & Trust
Missouri
$54.9K +$55K +1,321 New
SFC
718
SYM Financial Corp
Indiana
$50.9K +$51K +1,225 New
SSB
719
Sandy Spring Bank
Maryland
$50.6K +$4.08K +98 +9%
GI
720
Gradient Investments
Minnesota
$49.8K -$42 -1 -0.1%
PWM
721
Partnership Wealth Management
Maryland
$48.3K +$125 +3 +0.3%
MRCM
722
M&R Capital Management
New Jersey
$47.9K +$8.63K +207 +22%
SS
723
Sunbelt Securities
Texas
$47.3K -$208 -5 -0.4%
Jones Financial Companies
724
Jones Financial Companies
Missouri
$46K +$46.2K +1,108 New
TH
725
TCTC Holdings
Texas
$45.2K

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.