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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
WCM
101
Windsor Capital Management
Arizona
$10.7M +$243K +5,832 +2%
BS
102
Banco Santander
Spain
$10.7M +$753K +18,077 +8%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$10.6M +$486K +11,659 +5%
MWM
104
Modern Wealth Management
Kansas
$10.6M +$8.27M +198,378 +351%
AF
105
Allworth Financial
California
$10.4M +$413K +9,903 +4%
OC
106
Oarsman Capital
Wisconsin
$10.3M +$959K +23,023 +10%
UAS
107
United Asset Strategies
New York
$10.3M -$7.43M -178,350 -42%
HWP
108
Hibernia Wealth Partners
Louisiana
$10.1M +$4.57M +109,746 +83%
MML Investors Services
109
MML Investors Services
Massachusetts
$9.95M -$7.24M -173,812 -42%
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$9.8M -$5.24M -125,671 -35%
ACA
111
Aspire Capital Advisors
Washington
$9.54M +$336K +8,052 +4%
BW
112
Bison Wealth
Georgia
$8.64M
KIM
113
Kestra Investment Management
Texas
$8.43M +$8.46M +202,985 New
LSERS
114
Louisiana State Employees Retirement System
Louisiana
$8.31M +$8.33M +200,000 New
PI
115
Pachira Investments
California
$8.28M -$55.5K -1,333 -0.7%
CWM
116
Cahaba Wealth Management
Georgia
$8.21M +$381K +9,137 +5%
ODIJL
117
One Day In July LLC
Vermont
$7.96M +$4.19M +100,672 +111%
SIAP
118
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.94M -$57.8K -1,388 -2%
ACM
119
AlphaStar Capital Management
North Carolina
$7.9M +$595K +14,267 +8%
PWG
120
Private Wealth Group
Florida
$7.57M -$12.5K -299 -0.2%
DADC
121
D.A. Davidson & Co
Montana
$7.56M +$213K +5,101 +3%
Goldman Sachs
122
Goldman Sachs
New York
$7.52M -$2.96M -71,101 -28%
LFG
123
Larson Financial Group
Missouri
$7.38M -$306K -7,355 -4%
AO
124
Advisor OS
Illinois
$7.33M +$242K +5,805 +3%
1WM
125
1900 Wealth Management
Texas
$7.29M -$1.2M -28,894 -14%

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.