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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
Millennium Management
576
Millennium Management
New York
-$600K -10,258 Closed
LWM
577
Liberty Wealth Management
California
-$381K -9,713 Closed
NWM
578
Napa Wealth Management
California
-$466K -7,966 Closed
Fisher Asset Management
579
Fisher Asset Management
Washington
-$368K -6,297 Closed
LAS
580
Lloyd Advisory Services
Georgia
-$323K -5,521 Closed
PSCM
581
Per Stirling Capital Management
Texas
-$295K -5,044 Closed
CPW
582
Catalyst Private Wealth
California
-$285K -4,876 Closed
RRCM
583
Rappaport Reiches Capital Management
Illinois
-$218K -3,722 Closed
MWM
584
Meridian Wealth Management
Kentucky
-$203K -3,481 Closed
SAS
585
SMI Advisory Services
Indiana
-$203K -3,467 Closed
CFB
586
Cullen/Frost Bankers
Texas
-$99K -1,693 Closed
PS
587
Planned Solutions
California
-$66K -1,129 Closed
BFEC
588
Benjamin F. Edwards & Company
Missouri
-$37K -635 Closed
FBC
589
Fairfield, Bush & Co
Connecticut
-$35.1K -600 Closed
AC
590
AlphaCore Capital
California
-$32.1K -549 Closed
NFA
591
Northwest Financial Advisors
Virginia
-$18.5K -317 Closed
IPW
592
Impact Partnership Wealth
Georgia
-$11.2K -192 Closed
MSWM
593
McGlone Suttner Wealth Management
Wisconsin
-$5.07K -87 Closed
1832 Asset Management
594
1832 Asset Management
Ontario, Canada
-$3.21K -55 Closed
SC
595
SouthState Corp
Florida
-$2.4K -41 Closed
Citigroup
596
Citigroup
New York
-$935 -16 Closed
FFA
597
Farther Finance Advisors
California
-$585 -10 Closed
BNP Paribas Financial Markets
598
BNP Paribas Financial Markets
France
-$234 -4 Closed
HFS
599
Hantz Financial Services
Michigan
+$305 +5 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.