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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
FAIM
201
Financial Advocates Investment Management
Washington
$3.21M -$6.05M -145,141 -65%
BCG
202
Breakwater Capital Group
New Jersey
$3.19M +$253K +6,066 +9%
WWA
203
WCG Wealth Advisors
Nevada
$3.17M -$383K -9,197 -11%
GF
204
Goodman Financial
Texas
$3.17M +$268K +6,441 +9%
GC
205
Grimes & Company
Massachusetts
$3.17M +$132K +3,179 +4%
SWM
206
SilverOak Wealth Management
Minnesota
$3.11M +$1.21K +29 +0%
CAAM
207
Cornerstone Advisors Asset Management
Pennsylvania
$3.1M +$2.69M +64,623 +642%
SFA
208
Sequoia Financial Advisors
Ohio
$3.07M +$66.5K +1,596 +2%
MHS
209
M Holdings Securities
Oregon
$3.07M -$125K -3,000 -4%
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$3.06M +$144K +3,453 +5%
SFMG
211
Sage Financial Management Group
Virginia
$3.03M +$281K +6,743 +10%
VWM
212
Venturi Wealth Management
Texas
$3.03M +$106K +2,549 +4%
AFP
213
Ausdal Financial Partners
Iowa
$2.97M -$415K -9,971 -12%
RCM
214
RMR Capital Management
California
$2.95M -$47.4K -1,138 -2%
GWP
215
Gateway Wealth Partners
Wisconsin
$2.9M +$491K +11,777 +20%
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$2.83M +$337K +8,083 +13%
WAM
217
WNY Asset Management
New York
$2.82M +$128K +3,074 +5%
FFA
218
Founders Financial Alliance
North Carolina
$2.78M +$35.3K +846 +1%
FF
219
Fox Financial
Pennsylvania
$2.76M -$12.3M -296,351 -82%
BIP
220
Blueprint Investment Partners
North Carolina
$2.75M +$691K +16,575 +33%
CPIG
221
Chicago Partners Investment Group
Illinois
$2.75M +$185K +4,443 +8%
BWM
222
BCGM Wealth Management
Indiana
$2.74M -$104K -2,502 -4%
Deutsche Bank
223
Deutsche Bank
Germany
$2.72M -$279K -6,699 -9%
KNFPWM
224
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.69M -$77.8K -1,868 -3%
AWA
225
Arete Wealth Advisors
Illinois
$2.66M -$548K -13,162 -17%

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.