We are live on ! Find out more
SPTM icon

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

633 hedge funds and large institutions have $7.06B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 220 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 34

25% more capital invested

Capital invested by funds: $5.66B → $7.06B (+$1.4B)

17% more funds holding in top 10

Funds holding in top 10: 6475 (+11)

8% more funds holding

Funds holding: 584633 (+49)

3.3% more ownership

Funds ownership: 59.07%62.37% (+3.3%)

3% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 226

Holders
633
Holders Change
+49
Holders Change %
+8.39%
% of All Funds
8.34%
Holding in Top 10
75
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+17.19%
% of All Funds
0.99%
New
92
Increased
220
Reduced
226
Closed
34
Calls
$636K
Puts
Net Calls
+$636K
Net Calls Change
-$65.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KFGG
301
Keystone Financial Group (Georgia)
Georgia
$1.21M +$1.22M +16,960 New
CAS
302
Coppell Advisory Solutions
Texas
$1.21M -$53.8K -748 -4%
BBHC
303
Brown Brothers Harriman & Co
New York
$1.21M
ASW
304
Astoria Strategic Wealth
Texas
$1.2M -$132K -1,831 -10%
PCP
305
Proficio Capital Partners
Massachusetts
$1.19M
RFP
306
Root Financial Partners
California
$1.19M -$86.3K -1,199 -7%
LA
307
Lifeworks Advisors
Michigan
$1.19M -$133K -1,854 -10%
SFC
308
Strategic Financial Concepts
Texas
$1.17M +$14.3K +199 +1%
WFPG
309
Waller Financial Planning Group
Ohio
$1.16M +$80.3K +1,116 +7%
FTUS
310
Flow Traders U.S.
New York
$1.15M +$1.16M +16,150 New
LFP
311
Leeward Financial Partners
Washington
$1.15M +$3.89K +54 +0.3%
IA
312
Insight Advisors
Pennsylvania
$1.13M -$15.9K -221 -1%
CCMG
313
Clark Capital Management Group
Pennsylvania
$1.13M +$488K +6,788 +75%
SPI
314
Sutton Place Investors
New York
$1.1M -$1.58K -22 -0.1%
Jones Financial Companies
315
Jones Financial Companies
Missouri
$1.08M +$420K +5,838 +63%
RMF
316
Red Mountain Financial
Colorado
$1.07M +$156K +2,167 +17%
NF
317
Nikulski Financial
Iowa
$1.06M +$26K +361 +2%
Northern Trust
318
Northern Trust
Illinois
$1.04M +$145K +2,017 +16%
BWP
319
Bernardo Wealth Planning
Pennsylvania
$1.02M +$1.87K +26 +0.2%
BCM
320
Brookstone Capital Management
Illinois
$1.02M -$793K -11,014 -44%
CA
321
Continuum Advisory
Idaho
$1M +$256K +3,563 +34%
NP
322
NorthRock Partners
Minnesota
$1M -$6.4K -89 -0.6%
CFGA
323
Cambridge Financial Group (Arizona)
Arizona
$998K -$847K -11,776 -46%
PWM
324
Penobscot Wealth Management
Maine
$998K -$4.03K -56 -0.4%
TF
325
TLWM Financial
Texas
$972K +$4.03K +56 +0.4%

SPTM Hedge Fund Activity: Q4 2024 in Review

633 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) for Q4 2024, worth a combined $7.06B — up 25% from $5.66B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new SPTM positions and 34 closed out — a net gain of 58 holders — while 220 added to existing stakes and 226 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $105M. The largest seller was Financial Enhancement Group, cutting an estimated $45.6M.

  • 633 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q4 2024, up from 584 in Q3 2024.
  • Funds reported $7.06B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q4 2024, up 25% quarter-over-quarter.
  • 92 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q4 2024 and 34 closed out, a net change of +58 holders.
  • The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $105M added.
  • The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q4 2024 was Financial Enhancement Group, an estimated $45.6M sold.

Based on aggregated 13F filings for Q4 2024.