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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
ECM
176
Exchange Capital Management
Michigan
$4.1M +$1.27M +30,433 +45%
DC
177
Destiny Capital
Colorado
$4.05M -$307K -7,370 -7%
IWP
178
IAG Wealth Partners
Wisconsin
$4.04M +$290K +6,967 +8%
RCA
179
Resonant Capital Advisors
Wisconsin
$4.04M +$169K +4,061 +4%
EDRIA
180
Edmonds Duncan Registered Investment Advisors
Kansas
$4M +$118K +2,837 +3%
Cerity Partners
181
Cerity Partners
New York
$3.99M -$46.2K -1,108 -1%
AWS
182
Atria Wealth Solutions
New York
$3.98M -$181K -4,354 -4%
FWM
183
Foguth Wealth Management
Michigan
$3.9M +$3.91M +93,882 New
TIM
184
Tortoise Investment Management
New York
$3.85M +$1.46M +35,136 +61%
TFA
185
TPG Financial Advisors
Oregon
$3.8M +$3.82M +91,593 New
MUAMU
186
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.76M
HVIA
187
Hudson Valley Investment Advisors
New York
$3.73M +$66.7K +1,600 +2%
JWCA
188
J.W. Cole Advisors
Florida
$3.65M +$1.18M +28,240 +47%
LFA
189
Legend Financial Advisors
Pennsylvania
$3.63M +$124K +2,968 +4%
LWMI
190
Landmark Wealth Management (Illinois)
Illinois
$3.58M +$3.6M +86,310 New
FZCM
191
Flynn Zito Capital Management
New York
$3.52M -$6.52M -156,575 -65%
CGFA
192
Colton Groome Financial Advisors
North Carolina
$3.51M +$161K +3,862 +5%
6F
193
626 Financial
Michigan
$3.51M -$26.3K -630 -0.7%
W
194
Wealthquest
Ohio
$3.45M -$418K -10,026 -11%
GSIAS
195
Garden State Investment Advisory Services
New Jersey
$3.39M -$8K -192 -0.2%
SFI
196
SPC Financial Inc
Maryland
$3.39M +$187K +4,498 +6%
TFA
197
Transamerica Financial Advisors
Florida
$3.36M
PC
198
Pecaut & Co
Iowa
$3.27M +$32.8K +787 +1%
AWM
199
Axxcess Wealth Management
California
$3.24M +$838K +20,118 +35%
HI
200
Harbour Investments
Wisconsin
$3.21M -$320K -7,676 -9%

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.