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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
CF
826
Convergence Financial
Missouri
-$501K -11,640 Closed
KFGK
827
Keystone Financial Group (Kentucky)
Kentucky
-$474K -11,009 Closed
ES
828
Eagle Strategies
New York
-$434K -10,088 Closed
PSCM
829
Per Stirling Capital Management
Texas
-$367K -8,517 Closed
CV
830
Counterweight Ventures
North Carolina
-$260K -6,044 Closed
SAW
831
Signal Advisors Wealth
Michigan
-$248K -5,761 Closed
OMC
832
Old Mission Capital
Illinois
-$245K -5,687 Closed
OLA
833
Oliver Luxxe Assets
New Jersey
-$228K -5,306 Closed
RWM
834
Reston Wealth Management
Virginia
-$220K -5,120 Closed
CPRC
835
Consolidated Portfolio Review Corp
New York
-$218K -5,060 Closed
PI
836
PFG Investments
New York
-$218K -5,060 Closed
PVI
837
Pine Valley Investments
New Jersey
-$212K -4,923 Closed
CPW
838
Catalyst Private Wealth
California
-$209K -4,865 Closed
WH
839
Willner & Heller
California
-$209K -4,851 Closed
RWA
840
Rooted Wealth Advisors
Illinois
-$200K -4,777 Closed
AMCA
841
Arthur M. Cohen & Associates
Illinois
-$204K -4,748 Closed
QWM
842
Quadcap Wealth Management
Texas
-$201K -4,672 Closed
MGIA
843
Moneta Group Investment Advisors
Missouri
-$201K -4,671 Closed
MAM
844
MMA Asset Management
Pennsylvania
-$123K -2,857 Closed
Belvedere Trading
845
Belvedere Trading
Illinois
-$116K -2,690 Closed
First Manhattan
846
First Manhattan
New York
-$88.9K -2,066 Closed
HR
847
Howe & Rusling
New York
-$40.1K -931 Closed
AAG
848
Armstrong Advisory Group
Massachusetts
-$5.53K -131 Closed
AAP
849
Arax Advisory Partners
Colorado
-$1.81K -42 Closed
TRCT
850
Tower Research Capital (TRC)
New York
-$344 -8 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.