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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
HBS
376
Howard Bailey Securities
Indiana
$635K +$137K +1,908 +27%
VIM
377
Vista Investment Management
Pennsylvania
$634K -$6.55K -91 -1%
BAM
378
Belpointe Asset Management
Nevada
$631K -$16.2K -225 -2%
SW
379
SlateStone Wealth
Florida
$629K
RSWM
380
Robertson Stephens Wealth Management
California
$624K
WWS
381
Wellington Wealth Strategies
Indiana
$623K -$1.24M -17,293 -67%
MA
382
MONECO Advisors
Connecticut
$617K +$210K +2,913 +51%
MIM
383
Moseley Investment Management
Florida
$612K -$30.7K -427 -5%
GF
384
Goodman Financial
Texas
$609K -$4.46K -62 -0.7%
IWN
385
Independent Wealth Network
Iowa
$602K +$11.2K +155 +2%
TIAA Trust, National Association
386
TIAA Trust, National Association
North Carolina
$600K +$86K +1,195 +17%
CAM
387
Congress Asset Management
Massachusetts
$599K +$603K +8,383 New
CWM
388
Congress Wealth Management
Massachusetts
$599K +$603K +8,383 New
AWA
389
Arkadios Wealth Advisors
Georgia
$587K +$1.66K +23 +0.3%
JF
390
Jericho Financial
Ohio
$585K +$589K +8,189 New
AT
391
Arlington Trust
Alabama
$578K -$1.15K -16 -0.2%
TPWM
392
Twelve Points Wealth Management
Massachusetts
$573K -$63.3K -879 -10%
CL
393
Choreo LLC
Illinois
$573K -$64.2K -892 -10%
Comerica Bank
394
Comerica Bank
Texas
$572K +$78.7K +1,093 +16%
MOS
395
MGO One Seven
Ohio
$570K +$63.9K +888 +13%
DWP
396
Destiny Wealth Partners
Florida
$570K
SA
397
Sanctuary Advisors
Indiana
$555K +$60.2K +836 +13%
RH
398
RFG Holdings
Texas
$550K
BWMG
399
Barnes Wealth Management Group
California
$550K +$554K +7,701 New
PWM
400
Paulson Wealth Management
Illinois
$545K -$288 -4 -0.1%

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.