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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
IWC
51
Integrated Wealth Concepts
Massachusetts
$25.2M -$2.01M -48,317 -7%
PIMG
52
Patriot Investment Management Group
Tennessee
$24.5M +$2.56M +61,359 +12%
DWM
53
Dakota Wealth Management
Florida
$24.5M +$2.74M +65,864 +13%
GKWIM
54
Gerber Kawasaki Wealth & Investment Management
California
$24.3M +$2.23M +53,450 +10%
EH
55
Equitable Holdings
New York
$23.9M +$3.99M +95,778 +20%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$23.7M -$1.94M -46,470 -8%
Corient Private Wealth
57
Corient Private Wealth
Florida
$23.3M +$468K +11,235 +2%
GLA
58
Good Life Advisors
Pennsylvania
$22.6M +$2.58M +61,948 +13%
JFA
59
JNBA Financial Advisors
Minnesota
$21.1M +$2.31M +55,525 +12%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$20.9M +$861K +20,655 +4%
OIA
61
OneDigital Investment Advisors
Kansas
$20.3M -$270K -6,470 -1%
Stifel Financial
62
Stifel Financial
Missouri
$19.6M -$4.82M -115,652 -20%
MFS
63
McNamara Financial Services
Massachusetts
$19.3M +$3.2M +76,677 +20%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$18.9M +$536K +12,869 +3%
AWM
65
Avior Wealth Management
Nebraska
$18.8M +$5.68M +136,285 +43%
Mariner
66
Mariner
Kansas
$18.7M -$43.1M -1,033,812 -70%
FSA
67
Financial Security Advisor
Virginia
$18.6M -$198K -4,746 -1%
RFS
68
Retirement Financial Solutions
Tennessee
$17.6M +$2.16M +51,717 +14%
GWAG
69
Garrett Wealth Advisory Group
Texas
$16.5M +$192K +4,597 +1%
DJSG
70
D.J. St. Germain
Massachusetts
$16.4M +$1.46M +35,055 +10%
IWM
71
IHT Wealth Management
Illinois
$16M -$754K -18,085 -4%
LFPWM
72
Leicht Financial Planning & Wealth Management
New Jersey
$15.6M +$379K +9,094 +2%
TC
73
Trilogy Capital
California
$14.2M +$156K +3,746 +1%
ACG
74
Allen Capital Group
Nebraska
$14M +$523K +12,550 +4%
CSPIA
75
Cary Street Partners Investment Advisory
Virginia
$14M +$1.41M +33,775 +11%

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.