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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
SWP
26
Stratos Wealth Partners
Ohio
$44.5M -$21M -343,394 -33%
WFS
27
Weitzel Financial Services
Iowa
$43.8M -$29.8K -488 -0.1%
RI
28
Rinkey Investments
California
$40.3M -$314K -5,148 -0.8%
Cerity Partners
29
Cerity Partners
New York
$38.4M -$124K -2,036 -0.3%
MHR
30
Matthew Hamilton Rosenberg
$36.7M +$297K +4,862 +0.9%
RHP
31
Royal Harbor Partners
Texas
$36.1M -$7.62M -124,936 -18%
MWM
32
Modern Wealth Management
Kansas
$35.9M +$1.89M +30,919 +6%
WAS
33
Winch Advisory Services
Wisconsin
$35.3M +$1.46M +24,001 +5%
PS
34
Portfolio Strategies
New York
$35.1M -$233K -3,821 -0.7%
JIP
35
Jaffetilchin Investment Partners
Florida
$33M +$4.91M +80,485 +19%
TCFP
36
Treasure Coast Financial Planning
Florida
$32.7M -$1.11M -18,208 -3%
BWFA
37
Baltimore-Washington Financial Advisors
Maryland
$32.5M +$7.39M +121,042 +31%
Charles Schwab
38
Charles Schwab
California
$32.1M -$5.39M -88,340 -15%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$31.9M -$7.68M -125,920 -20%
PAS
40
Park Avenue Securities
New York
$31.6M -$3.92M -64,252 -12%
SF
41
Symphony Financial
Texas
$30.8M +$1.56M +25,507 +6%
GAG
42
GM Advisory Group
New York
$29M -$156K -2,560 -0.6%
VAG
43
VisionPoint Advisory Group
Texas
$26.7M -$4.85M -79,407 -16%
WA
44
Waverly Advisors
Alabama
$26M +$24.7M +405,557 New
SWM
45
SigFig Wealth Management
California
$25.9M -$2.28M -37,333 -8%
NEWAS
46
N.E.W. Advisory Services
Wisconsin
$24.8M -$1.13M -18,555 -5%
BSWM
47
Boston Standard Wealth Management
Massachusetts
$23.2M +$1.21M +19,827 +6%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$22.7M -$10M -164,549 -32%
AWA
49
Aquire Wealth Advisors
Utah
$21.8M -$312K -5,105 -1%
RW
50
RVW Wealth
California
$21.3M -$421K -6,897 -2%

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.