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

566 hedge funds and large institutions have $5.09B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 170 increasing their positions, 250 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

139,317% more call options, than puts

Call options by funds: $8.37M | Put options by funds: $6K

75% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 32

6% more capital invested

Capital invested by funds: $4.79B → $5.09B (+$297M)

2% more funds holding

Funds holding: 555566 (+11)

4.99% less ownership

Funds ownership: 64.14%59.15% (-5%)

10% less funds holding in top 10

Funds holding in top 10: 6962 (-7)

32% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 250

Holders
566
Holders Change
+11
Holders Change %
+1.98%
% of All Funds
8.15%
Holding in Top 10
62
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.14%
% of All Funds
0.89%
New
56
Increased
170
Reduced
250
Closed
32
Calls
$8.37M
Puts
$6K
Net Calls
+$8.36M
Net Calls Change
+$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
376
Avantax Advisory Services
Texas
$455K +$46.4K +760 +12%
PWM
377
Paulson Wealth Management
Illinois
$454K -$57.2K -938 -12%
PWM
378
Partnership Wealth Management
Maryland
$453K +$3.23K +53 +0.8%
CA
379
Crumly & Associates
Illinois
$452K
SIMC
380
Squire Investment Management Company
Utah
$452K +$61 +1 +0%
FZCM
381
Flynn Zito Capital Management
New York
$451K -$99.4K -1,629 -19%
MWM
382
Mission Wealth Management
California
$450K +$428K +7,019 New
Comerica Bank
383
Comerica Bank
Texas
$444K +$135K +2,219 +47%
BJL
384
Brighton Jones LLC
Washington
$433K +$1.34K +22 +0.3%
KLI
385
Kelman-Lazarov Inc
Tennessee
$430K -$13.7K -225 -3%
GC
386
Gilbert & Cook
Iowa
$425K
HWM
387
Howard Wealth Management
Connecticut
$422K -$6.71K -110 -2%
PWMG
388
Pinnacle Wealth Management Group
Michigan
$420K -$17.1K -281 -4%
CIAS
389
CFS Investment Advisory Services
New Jersey
$416K -$101K -1,649 -20%
AAS
390
Ameritas Advisory Services
Nebraska
$412K -$31.5K -517 -7%
TSWM
391
Tyler-Stone Wealth Management
Ohio
$407K +$28.4K +466 +8%
O3W
392
Omni 360 Wealth
New Jersey
$406K +$6.22K +102 +2%
BlackRock
393
BlackRock
New York
$403K
CSPAM
394
Cary Street Partners Asset Management
Virginia
$402K -$414K -6,792 -52%
RFN
395
RDA Financial Network
Iowa
$399K
WPW
396
Warther Private Wealth
Ohio
$398K +$378K +6,198 New
GIA
397
Gladstone Institutional Advisory
Florida
$394K -$47.4K -776 -11%
HSWS
398
Higgins & Schmidt Wealth Strategies
Colorado
$390K
KFGK
399
Keystone Financial Group (Kentucky)
Kentucky
$390K +$244 +4 +0.1%
RWM
400
Rockwood Wealth Management
Pennsylvania
$389K -$73.7K -1,208 -17%

SPTM Hedge Fund Activity: Q1 2024 in Review

566 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) for Q1 2024, worth a combined $5.09B — up 6.2% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPTM positions and 32 closed out — a net gain of 24 holders — while 170 added to existing stakes and 250 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $108M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $156M.

  • 566 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q1 2024, up from 555 in Q4 2023.
  • Funds reported $5.09B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q1 2024, up 6.2% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q1 2024 and 32 closed out, a net change of +24 holders.
  • The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $108M added.
  • The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $156M sold.

Based on aggregated 13F filings for Q1 2024.