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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
IWMA
151
Ironwood Wealth Management (Arizona)
Arizona
$5.37M +$226K +5,431 +4%
SA
152
Scarborough Advisors
Maryland
$5.36M -$2.85M -68,358 -35%
SWP
153
Strategic Wealth Partners
Ohio
$5.35M -$2.54K -61 -0%
APC
154
Aspire Private Capital
North Carolina
$5.24M -$1.01M -24,206 -16%
MA
155
MJP Associates
Connecticut
$5.11M +$250K +5,988 +5%
MWM
156
Merriman Wealth Management
Washington
$5.07M +$5.09M +122,097 New
VCM
157
Vivaldi Capital Management
Illinois
$5.04M -$33.2K -796 -0.7%
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$5.03M +$3.11M +74,676 +58%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$4.98M +$253K +6,062 +5%
CWM
160
Cornerstone Wealth Management
Missouri
$4.9M +$559K +13,409 +13%
WI
161
WrapManager Inc
California
$4.84M +$68.1K +1,635 +1%
Pathstone Holdings
162
Pathstone Holdings
New Jersey
$4.68M -$3.04K -73 -0.1%
LSAG
163
Lake Street Advisors Group
New Hampshire
$4.66M -$378K -9,072 -7%
SGWM
164
Sterling Group Wealth Management
California
$4.61M +$4.63M +111,096 New
AFWM
165
Abich Financial Wealth Management
Virginia
$4.61M -$1.19M -28,569 -20%
WSWA
166
Warren Street Wealth Advisors
California
$4.56M +$148K +3,559 +3%
PWM
167
Paulson Wealth Management
Illinois
$4.51M -$581K -13,951 -11%
HSWS
168
Higgins & Schmidt Wealth Strategies
Colorado
$4.42M +$137K +3,279 +3%
WA
169
Waverly Advisors
Alabama
$4.4M -$546K -13,108 -11%
FCI
170
Financial Counselors Inc
Kansas
$4.34M -$393K -9,423 -8%
DAS
171
Diversify Advisory Services
Utah
$4.27M -$3.63M -87,146 -46%
SFP
172
Strategic Financial Planning
Texas
$4.27M -$3.17K -76 -0.1%
MFA
173
Millington Financial Advisors
Illinois
$4.26M -$43.8K -1,052 -1%
HA
174
Hofer & Associates
California
$4.21M +$60.8K +1,459 +1%
B
175
Bensler
Washington
$4.11M +$152K +3,642 +4%

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.