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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
GWM
51
Geneos Wealth Management
Colorado
$25.5M +$1.63M +22,592 +7%
WA
52
Waverly Advisors
Alabama
$25.3M -$733K -10,188 -3%
BSWM
53
Boston Standard Wealth Management
Massachusetts
$24.9M -$913K -12,690 -4%
EH
54
Equitable Holdings
New York
$24.1M +$343K +4,771 +1%
Creative Planning
55
Creative Planning
Kansas
$23.6M +$13.7M +189,852 +135%
KWM
56
Kingsview Wealth Management
Oregon
$22.8M +$22.4M +311,581 +4,158%
AIM
57
Astor Investment Management
Illinois
$22.7M +$5.02M +69,717 +28%
RW
58
RVW Wealth
California
$22.6M +$541K +7,521 +2%
SWM
59
SigFig Wealth Management
California
$22.5M -$2.68M -37,236 -9%
AWA
60
Aquire Wealth Advisors
Utah
$22M -$1.13M -15,730 -5%
FF
61
Fox Financial
Pennsylvania
$21.9M -$894K -12,417 -4%
VAG
62
VisionPoint Advisory Group
Texas
$21.5M -$3.07M -42,595 -12%
CC
63
Callan Capital
California
$20.8M -$538K -7,471 -3%
DC
64
Dorval Corp
Minnesota
$20.7M +$437K +6,074 +2%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$20.2M +$3.94M +54,802 +24%
AF
66
Abound Financial
California
$19.8M +$19.9M +277,191 New
AAS
67
Annex Advisory Services
Wisconsin
$19.7M -$572K -7,952 -3%
MCC
68
Money Concepts Capital
Florida
$19.6M +$67.5K +938 +0.3%
Mariner
69
Mariner
Kansas
$19.4M +$214K +2,975 +1%
PA
70
Parallel Advisors
California
$19.2M +$898K +12,474 +5%
CFGSD
71
Compass Financial Group (South Dakota)
South Dakota
$18.7M -$231K -3,210 -1%
CPP
72
Capasso Planning Partners
South Carolina
$18.5M -$2.77M -38,465 -13%
RWM
73
Rialto Wealth Management
New York
$18.2M +$18.4M +255,133 New
JCM
74
Jacobi Capital Management
Pennsylvania
$17.1M -$5.81M -80,728 -25%
BAG
75
Bridgewealth Advisory Group
California
$16.8M +$2.37M +32,943 +17%

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.