State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
481 hedge funds and large institutions have $14.4B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 165 increasing their positions, 179 reducing their positions, and 28 closing their positions.
390% more capital invested
Capital invested by funds: $2.94B → $14.4B (+$11.5B)
188% more call options, than puts
Call options by funds: $1.5M | Put options by funds: $520K
143% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 28
8% more funds holding
Funds holding: 447 → 481 (+34)
5% more funds holding in top 10
Funds holding in top 10: 57 → 60 (+3)
1.46% more ownership
Funds ownership: 57.5% → 58.96% (+1.5%)
8% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 179
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$31M |
| 2 |
GWA
Gibson Wealth Advisors
Tyler,
Texas
|
+$30.9M |
| 3 |
GAG
GM Advisory Group
Melville,
New York
|
+$28.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$27.4M |
| 5 |
PS
Portfolio Strategies
Monsey,
New York
|
+$26.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$61.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$29.9M |
| 3 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$18.1M |
| 4 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$16.6M |
| 5 |
VAG
VisionPoint Advisory Group
Dallas,
Texas
|
-$15.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
501
Selective Wealth Management
Forest,
Virginia
| – | -$39K | -881 | Closed |
|
|
HS
502
Horan Securities
Cincinnati,
United States
| – | -$33K | -742 | Closed |
|
503
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$31K | -703 | Closed |
|
504
US Bancorp
Minneapolis,
Minnesota
| – | -$30K | -681 | Closed |
|
|
GWANC
505
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| – | -$30K | -670 | Closed |
|
|
BHWM
506
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| – | -$25K | -560 | Closed |
|
|
NSIM
507
North Star Investment Management
Chicago,
Illinois
| – | -$17K | -389 | Closed |
|
|
M1FG
508
Mach-1 Financial Group
Rogers,
Arkansas
| – | -$10K | -230 | Closed |
|
|
CFFP
509
Center for Financial Planning
Southfied,
Michigan
| – | -$5K | -114 | Closed |
|
SPTM Hedge Fund Activity: Q4 2022 in Review
481 of the 6,221 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 2022, worth a combined $14.4B — up 390% from $2.94B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new SPTM positions and 28 closed out — a net gain of 40 holders — while 165 added to existing stakes and 179 trimmed.
The largest buyer was Financial Enhancement Group, opening a new position worth an estimated $31M. The largest seller was Annex Advisory Services, cutting an estimated $61.7M.
- 481 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q4 2022, up from 447 in Q3 2022.
- Funds reported $14.4B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q4 2022, up 390% quarter-over-quarter.
- 68 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q4 2022 and 28 closed out, a net change of +40 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q4 2022 was Financial Enhancement Group, an estimated $31M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q4 2022 was Annex Advisory Services, an estimated $61.7M sold.
Based on aggregated 13F filings for Q4 2022.