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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
CPBTD
626
Central Pacific Bank - Trust Division
Hawaii
$4K
SIS
627
Sound Income Strategies
Florida
$3.57K
DWM
628
Darwin Wealth Management
Florida
$2.93K
HCP
629
Hexagon Capital Partners
Arkansas
$2.86K
BWL
630
Bogart Wealth LLC
Virginia
$2.57K
CFD
631
Creative Financial Designs
Indiana
$1.53K -$792 -11 -34%
T
632
Transce3nd
Texas
$1.07K +$1.08K +15 New
NS
633
NBC Securities
Alabama
$96 -$97.4K -1,354 -100%
DRP
634
Decker Retirement Planning
Utah
$71 +$72 +1 New
CSPIA
635
Cary Street Partners Investment Advisory
Virginia
-$7.85M -112,114 Closed
Citadel Advisors
636
Citadel Advisors
Florida
-$7.21M -102,951 Closed
Tudor Investment Corp
637
Tudor Investment Corp
Connecticut
-$5.01M -71,462 Closed
Two Sigma Advisers
638
Two Sigma Advisers
New York
-$2.26M -32,200 Closed
FIM
639
Fernwood Investment Management
Massachusetts
-$1.88M -26,784 Closed
WP
640
WealthPLAN Partners
Nebraska
-$1.51M -21,548 Closed
VWM
641
VCI Wealth Management
Missouri
-$1.26M -17,924 Closed
DIM
642
DLK Investment Management
California
-$762K -10,879 Closed
FTDI
643
First Trust Direct Indexing
Massachusetts
-$761K -10,868 Closed
HF
644
HRT Financial
New York
-$733K -10,474 Closed
CGF
645
Constant Guidance Financial
Massachusetts
-$515K -7,354 Closed
DAS
646
Dynamic Advisor Solutions
Arizona
-$489K -6,978 Closed
M&T Bank
647
M&T Bank
New York
-$393K -5,610 Closed
GS
648
GTS Securities
New York
-$276K -3,946 Closed
JC
649
JB Capital
Connecticut
-$218K -3,110 Closed
SFPM
650
Sensible Financial Planning & Management
Massachusetts
-$216K -3,084 Closed

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.