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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
RWM
776
Ruedi Wealth Management
Illinois
$6.79K +$333 +8 +5%
LC
777
Lindbrook Capital
California
$6.33K
CPG
778
Cornerstone Planning Group
New Jersey
$6.33K -$15.4K -370 -71%
Simplex Trading
779
Simplex Trading
Illinois
$6K +$6.92K +166 New
BCMLT
780
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.57K
FFA
781
Frazier Financial Advisors
Ohio
$5.52K -$1.42K -34 -20%
AGWCA
782
Annis Gardner Whiting Capital Advisors
Florida
$5.48K +$5.5K +132 New
APW
783
Atlantic Private Wealth
North Carolina
$5.29K
SWS
784
SYSTM Wealth Solutions
Illinois
$4.9K +$42 +1 +0.9%
LWCFA
785
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.77K
Russell Investments Group
786
Russell Investments Group
United Kingdom
$4.66K +$2.71K +65 +138%
RA
787
Ransom Advisory
Rhode Island
$4.61K
FP
788
Financial Perspectives
Minnesota
$3.74K
NMG
789
New Millennium Group
Utah
$3.24K +$3.25K +78 New
WAM
790
WFA Asset Management
Wisconsin
$3.16K
AA
791
Addison Advisors
Vermont
$3.07K +$3.08K +74 New
ACM
792
Anfield Capital Management
California
$2.99K
LWANC
793
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.95K -$4.38K -105 -59%
GJIA
794
Glass Jacobson Investment Advisors
Maryland
$2.87K
HFS
795
Horizon Financial Services
North Carolina
$2.87K
C
796
Covestor
United Kingdom
$2K -$292 -7 -15%
ICM
797
Islay Capital Management
Texas
$1.95K -$83 -2 -4%
PA
798
Parallel Advisors
California
$1.87K -$31.3K -750 -94%
CJH
799
Christopher J. Hasenberg
Wisconsin
$1.7K
HCP
800
Hexagon Capital Partners
Arkansas
$1.54K -$8.67K -208 -85%

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.