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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
GWSA
526
Global Wealth Strategies & Associates
Colorado
$28K +$26.7K +437 New
SIS
527
Sound Income Strategies
Florida
$26.5K -$1.4K -23 -5%
WT
528
Washington Trust
Rhode Island
$26.4K
AssetMark Inc
529
AssetMark Inc
California
$24.2K -$35.6K -583 -61%
TFA
530
Toth Financial Advisory
Virginia
$24.1K
LC
531
Lindbrook Capital
California
$20.8K
Qube Research & Technologies (QRT)
532
Qube Research & Technologies (QRT)
United Kingdom
$20.6K -$123K -2,021 -86%
JWM
533
Janiczek Wealth Management
Colorado
$19.9K +$18.9K +310 New
CSC
534
Caldwell Sutter Capital
California
$19.5K
MCA
535
Maryland Capital Advisors
Maryland
$18.8K
PAG
536
Paladin Advisory Group
Iowa
$18.2K +$183 +3 +1%
MFT
537
Moisand Fitzgerald Tamayo
Florida
$17.6K -$854 -14 -5%
AWM
538
Abound Wealth Management
Tennessee
$17.1K
BCWM
539
Bartlett & Co Wealth Management
Ohio
$16.8K
CBT
540
Central Bank & Trust
Kentucky
$16.8K +$16K +262 New
CMP
541
Coston McIsaac & Partners
Maine
$16K
ACM
542
Anfield Capital Management
California
$14.8K +$14.1K +231 New
PS
543
Principal Securities
Iowa
$14.8K
RIA
544
Realta Investment Advisors
Delaware
$13.4K +$12.8K +209 New
National Bank of Canada
545
National Bank of Canada
Quebec, Canada
$10.9K +$7.93K +130 +325%
TCM
546
Tradewinds Capital Management
Washington
$10.8K +$10.3K +168 New
AF
547
Advisornet Financial
Minnesota
$10.7K
TWP
548
TFO Wealth Partners
Ohio
$9.88K -$1.04K -17 -10%
CT
549
Caldwell Trust
Florida
$9.62K
PCM
550
Penserra Capital Management
California
$7K +$7.38K +121 New

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.