We are live on ! Find out more
SPSM icon

State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM

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: 772 → 807 (+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: 54 → 43 (-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

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$153M
2
Betterment LLC
Betterment LLC
New York
+$62M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$52.4M
4
SC
Savant Capital
Illinois
+$38M
5
APWA
Atlas Private Wealth Advisors
New Jersey
+$29.9M

Top Sellers

Rank Fund Capital Flow
1
EMPI
Elo Mutual Pension Insurance
Finland
-$46.7M
2
Mariner
Mariner
Kansas
-$43.1M
3
Ameriprise
Ameriprise
Minnesota
-$26.3M
4
APW
Austin Private Wealth
Texas
-$21.3M
5
Bank of America
Bank of America
North Carolina
-$19.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSWM
76
Boston Standard Wealth Management
Massachusetts
$13.9M +$313K +7,509 +2%
SWP
77
Stratos Wealth Partners
Ohio
$13.9M +$1.31M +31,459 +10%
CIC
78
Carnegie Investment Counsel
Ohio
$13.9M +$458K +10,985 +3%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$13.9M +$522K +12,517 +4%
BAM
80
Berkshire Asset Management
Pennsylvania
$13.7M +$869K +20,844 +7%
SA
81
Sanctuary Advisors
Indiana
$13.7M +$13.9M +333,401 New
FGAM
82
Financial Gravity Asset Management
Texas
$13.7M -$12.1M -289,310 -47%
APW
83
Austin Private Wealth
Texas
$13.3M -$21.3M -512,233 -62%
CSPAM
84
Cary Street Partners Asset Management
Virginia
$13.2M +$1.88M +45,113 +17%
MFG
85
Marmo Financial Group
Tennessee
$13.1M -$182K -4,364 -1%
FHA
86
Flagship Harbor Advisors
Massachusetts
$13.1M +$881K +21,141 +7%
VFA
87
Valeo Financial Advisors
Indiana
$13M +$62.9K +1,509 +0.5%
WWM
88
Western Wealth Management
Colorado
$12.5M +$1.71M +41,019 +16%
OFS
89
OneAscent Financial Services
Alabama
$12.5M -$2.24M -53,703 -15%
GWM
90
Geneos Wealth Management
Colorado
$11.9M +$928K +22,271 +8%
TMWM
91
Taylor & Morgan Wealth Management
Michigan
$11.7M +$172K +4,137 +1%
NSAM
92
North Star Asset Management
Wisconsin
$11.6M +$338K +8,111 +3%
PAS
93
Park Avenue Securities
New York
$11.6M +$336K +8,072 +3%
WA
94
WBH Advisory
Maryland
$11.3M +$477K +11,455 +4%
PFA
95
Pure Financial Advisors
California
$11.1M -$197K -4,717 -2%
KW
96
KWB Wealth
California
$11M -$477K -11,459 -4%
RW
97
RVW Wealth
California
$10.9M -$1.86M -44,730 -15%
FI
98
Financial Insights
Washington
$10.9M +$467K +11,202 +4%
GRP
99
Global Retirement Partners
California
$10.8M +$607K +14,565 +6%
KAS
100
Kestra Advisory Services
Texas
$10.7M +$1.05M +25,087 +11%
2 3
4
5 6

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.