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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
CTC
726
Central Trust Company
Missouri
$44.6K
MIM
727
Macroview Investment Management
Maryland
$44.3K +$208 +5 +0.5%
SAM
728
Smartleaf Asset Management
Massachusetts
$41K +$4.04K +97 +11%
TCG
729
Transcendent Capital Group
Oklahoma
$40.7K -$9.21K -221 -18%
TWP
730
Triad Wealth Partners
Kansas
$39.4K +$39.5K +949 New
WP
731
WealthShield Partners
North Carolina
$37.8K -$58.6K -1,406 -61%
SIS
732
Sound Income Strategies
Florida
$36.9K
RTL
733
Red Tortoise LLC
Georgia
$35.3K +$167 +4 +0.5%
IAIM
734
International Assets Investment Management
Florida
$33K +$33.1K +794 New
TSMHT
735
Thurston Springer Miller Herd & Titak
Indiana
$31.6K +$31.7K +761 New
MA
736
Montag & Associates
Georgia
$31.4K
CSC
737
Caldwell Sutter Capital
California
$28.5K
FWA
738
FSC Wealth Advisors
New York
$28.4K +$167 +4 +0.6%
WIM
739
Westside Investment Management
California
$28.1K
RIL
740
Rothschild Investment LLC
Illinois
$28.1K +$208 +5 +0.7%
EWP
741
Elevation Wealth Partners
California
$27.8K
WB
742
Webster Bank
Connecticut
$27K
EWM
743
EPG Wealth Management
Georgia
$26.6K -$26.7K -640 Closed
CB
744
Community Bank
New York
$26.5K
LOIP
745
Live Oak Investment Partners
Texas
$25.4K
ATPW
746
Ashton Thomas Private Wealth
Arizona
$24.3K +$24.4K +585 New
BC
747
Barrett & Company
Rhode Island
$23.3K
CCM
748
Chilton Capital Management
Texas
$23.3K +$23.4K +562 New
CIA
749
Cape Investment Advisory
Georgia
$21.9K -$7.38K -177 -25%
WWM
750
Wolff Wiese Magana
California
$21.1K +$4.71K +113 +29%

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.