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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
FFWM
501
Future Financial Wealth Management
Ohio
$265K -$79.2K -1,100 -23%
TFM
502
Trademark Financial Management
Minnesota
$264K +$17.1K +237 +7%
FAM
503
Formidable Asset Management
Ohio
$262K -$2.59K -36 -1%
CFS
504
CRA Financial Services
New Jersey
$260K +$262K +3,643 New
PGFC
505
Peapack-Gladstone Financial Corp
New Jersey
$258K -$4.32K -60 -2%
MWM
506
McNaughton Wealth Management
California
$258K
SGCA
507
Steel Grove Capital Advisors
Tennessee
$258K +$259K +3,606 New
OWA
508
One Wealth Advisors
California
$257K -$14.6K -203 -5%
FWM
509
Fortress Wealth Management
California
$257K
PVI
510
Pine Valley Investments
New Jersey
$251K
TPWA
511
TRUE Private Wealth Advisors
Oregon
$250K +$288 +4 +0.1%
HSG
512
Helen Stephens Group
Texas
$250K -$36K -500 -13%
SAS
513
SMI Advisory Services
Indiana
$244K
Baird Financial Group
514
Baird Financial Group
Wisconsin
$244K -$30.3K -421 -11%
CIA
515
Concurrent Investment Advisors
Florida
$243K +$16.7K +232 +7%
FPW
516
Flagship Private Wealth
Massachusetts
$231K +$360 +5 +0.2%
MWM
517
Meridian Wealth Management
Kentucky
$227K -$10.1K -140 -4%
RDWM
518
Red Door Wealth Management
Tennessee
$225K +$792 +11 +0.4%
HAIM
519
Hunter Associates Investment Management
Pennsylvania
$217K +$219K +3,045 New
OWM
520
Opes Wealth Management
California
$216K -$14K -195 -6%
JIC
521
Johnson Investment Counsel
Ohio
$215K +$217K +3,012 New
LK
522
Lumbard & Kellner
New Hampshire
$213K -$28.4K -394 -12%
BF
523
BOK Financial
Oklahoma
$212K
TWM
524
Trevian Wealth Management
Massachusetts
$209K
CPWA
525
Cerro Pacific Wealth Advisors
California
$209K +$215K +2,981 New

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.