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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
SIAS
101
Summit Investment Advisory Services
Minnesota
$8.26M -$113K -1,859 -1%
CFS
102
Cannon Financial Strategists
Georgia
$8.25M -$135K -2,216 -2%
PIA
103
Perennial Investment Advisors
California
$8.23M -$567K -9,289 -7%
PFG
104
PAX Financial Group
Texas
$8.12M -$683K -11,196 -8%
CSPIA
105
Cary Street Partners Investment Advisory
Virginia
$7.85M -$1.04M -17,019 -12%
CAL
106
Capital Analysts LLC
Pennsylvania
$7.53M -$810K -13,266 -10%
Two Sigma Investments
107
Two Sigma Investments
New York
$7.42M +$1.5M +24,600 +27%
ST
108
Sentinel Trust
Texas
$7.39M -$1.21M -19,863 -15%
IWM
109
IHT Wealth Management
Illinois
$7.23M -$395K -6,467 -5%
FMP
110
Financial Management Professionals
Texas
$6.96M -$7.38K -121 -0.1%
KAS
111
Kestra Advisory Services
Texas
$6.9M -$899K -14,729 -12%
B
112
Bensler
Washington
$6.67M +$142K +2,332 +2%
IFG
113
Independent Financial Group
California
$6.65M -$159K -2,603 -2%
SWM
114
SFG Wealth Management
Maryland
$6.62M -$527K -8,632 -8%
FHA
115
Flagship Harbor Advisors
Massachusetts
$6.48M +$81.2K +1,331 +1%
TC
116
Trilogy Capital
California
$6.4M +$248K +4,071 +4%
WWM
117
Western Wealth Management
Colorado
$6.39M +$273K +4,470 +5%
KW
118
KWB Wealth
California
$6.3M -$350K -5,733 -6%
UBS Group
119
UBS Group
Switzerland
$6.19M -$1.06M -17,416 -15%
TWP
120
Tempus Wealth Planning
California
$6.06M -$162K -2,662 -3%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$6.03M +$352K +5,772 +7%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$6.01M +$3.21M +52,554 +128%
WAM
123
WNY Asset Management
New York
$5.99M -$153K -2,507 -3%
RFN
124
Redwood Financial Network
Ohio
$5.93M +$942K +15,437 +20%
CIG
125
Cascade Investment Group
Colorado
$5.91M +$41.9K +686 +0.8%

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.