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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
CFFP
751
Center for Financial Planning
Michigan
$20.8K
BWP
752
Baldwin Wealth Partners
Massachusetts
$20.8K +$20.8K +500 New
TSWM
753
Tyler-Stone Wealth Management
Ohio
$20.5K
PMFA
754
Plante Moran Financial Advisors
Michigan
$20.5K -$31K -745 -60%
JGIA
755
Jackson Grant Investment Advisers
Connecticut
$19.6K +$83 +2 +0.4%
SIC
756
SJS Investment Consulting
Ohio
$17.7K
GWSA
757
Global Wealth Strategies & Associates
Colorado
$16.9K
CB
758
Centennial Bank
Arkansas
$15.7K
BFA
759
Brown Financial Advisors
Ohio
$15.6K +$15.6K +375 New
AWM
760
AllSquare Wealth Management
New York
$14.8K
BF
761
BOK Financial
Oklahoma
$14.2K
AWM
762
Atticus Wealth Management
Florida
$13.3K +$2.71K +65 +25%
TAM
763
Tucker Asset Management
Colorado
$13.3K
FCAS
764
First Command Advisory Services
Texas
$12.6K +$2.67K +64 +27%
OP
765
ORG Partners
Indiana
$12.6K +$12.7K +305 New
Citigroup
766
Citigroup
New York
$11.7K +$5.88K +141 +100%
FRA
767
Front Row Advisors
California
$11.6K
CAS
768
Coppell Advisory Solutions
Texas
$10.8K +$10.8K +260 New
RFG
769
REAP Financial Group
Texas
$10.7K -$1.67K -40 -13%
SWM
770
Sanctuary Wealth Management
Idaho
$10.2K +$10.3K +246 New
FFL
771
Financial Freedom LLC
Ohio
$9.59K
CA
772
Centerpoint Advisors
Massachusetts
$9K
RWMG
773
Redwood Wealth Management Group
New Jersey
$8.93K +$8.96K +215 New
HWM
774
Horizons Wealth Management
North Carolina
$7.26K
IHWM
775
Iron Horse Wealth Management
Iowa
$6.85K

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.