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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
Kayne Anderson Rudnick Investment Management
426
Kayne Anderson Rudnick Investment Management
California
$328K
JBA
427
Johnson Bixby & Associates
Washington
$326K +$310K +5,087 New
LA
428
Lifeworks Advisors
Michigan
$321K -$31.7K -519 -9%
HGWM
429
Horst & Graben Wealth Management
Oregon
$317K -$123K -2,014 -29%
AWM
430
Able Wealth Management
New Jersey
$315K -$123K -2,022 -29%
FFWM
431
Future Financial Wealth Management
Ohio
$309K
GCA
432
Gradient Capital Advisors
California
$309K +$61 +1 +0%
Simplex Trading
433
Simplex Trading
Illinois
$308K -$684K -11,217 -70%
WBCM
434
Wilson & Boucher Capital Management
California
$308K
FCM
435
Fourpath Capital Management
Oklahoma
$307K -$277K -4,532 -49%
BFA
436
Beaumont Financial Advisors
Massachusetts
$301K
WWM
437
WJ Wealth Management
Arizona
$300K
SFI
438
SPC Financial Inc
Maryland
$299K -$37.9M -621,511 -99%
BCMLT
439
Beacon Capital Management LLC (Tennessee)
Tennessee
$298K +$21.6K +354 +8%
WPC
440
Wedmont Private Capital
Pennsylvania
$298K
VFG
441
Victory Financial Group
Texas
$297K +$282K +4,627 New
FWM
442
Focused Wealth Management
New York
$292K +$1.47K +24 +0.5%
FFM
443
Flagstone Financial Management
Nebraska
$292K
BAM
444
Belpointe Asset Management
Nevada
$288K -$112K -1,831 -29%
DCM
445
Donaldson Capital Management
Indiana
$284K
GWS
446
Glassman Wealth Services
Virginia
$282K
MA
447
MONECO Advisors
Connecticut
$282K +$268K +4,395 New
DC
448
Davenport & Co
Virginia
$278K -$179K -2,926 -40%
AWM
449
Axxcess Wealth Management
California
$278K -$341K -5,583 -56%
RPGK
450
Retirement Planning Group (Kansas)
Kansas
$278K

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.