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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
CPBTD
801
Central Pacific Bank - Trust Division
Hawaii
$1.16K
HFS
802
Hantz Financial Services
Michigan
$1K
DFA
803
DHJJ Financial Advisors
Illinois
$914 +$375 +9 +69%
FAM
804
Family Asset Management
South Carolina
$831
CB
805
Chris Bulman
California
$623 +$625 +15 New
SC
806
SouthState Corp
Florida
$540 +$542 +13 New
FHC
807
First Heartland Consultants
Missouri
$245 +$246K +5,897 New
SOAMC
808
Spirit of America Management Corp
New York
$175 -$176K -4,220 -100%
BWL
809
Bogart Wealth LLC
Virginia
$83
YAL
810
Your Advocates Ltd
Texas
$42
AA
811
ALPS Advisors
Colorado
-$13.8M -320,395 Closed
TPSF
812
Texas Permanent School Fund
Texas
-$12M -279,184 Closed
SMF
813
Sterling Manor Financial
New York
-$8.04M -186,778 Closed
SIAS
814
Summit Investment Advisory Services
Minnesota
-$7.95M -184,635 Closed
FEG
815
Financial Enhancement Group
Indiana
-$2.01M -49,494 Closed
PBF
816
Petix & Botte Financial
California
-$1.87M -43,394 Closed
IFPG
817
Intrepid Financial Planning Group
Indiana
-$1.68M -39,001 Closed
Susquehanna International Group
818
Susquehanna International Group
Pennsylvania
-$1.38M -33,008 Closed
WAOI
819
Wealth Advisors of Iowa
Iowa
-$1.05M -24,284 Closed
RSWM
820
Robertson Stephens Wealth Management
California
-$802K -18,630 Closed
Two Sigma Advisers
821
Two Sigma Advisers
New York
-$770K -17,900 Closed
HIC
822
Hartline Investment Corp
Illinois
-$755K -17,537 Closed
LNC
823
Lincoln National Corp
Pennsylvania
-$687K -15,951 Closed
NL
824
NWAM LLC
Washington
-$646K -15,288 Closed
ITB
825
Idaho Trust Bank
Idaho
-$640K -14,866 Closed

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.