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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
AWA
101
Arete Wealth Advisors
Illinois
$10.9M +$225K +3,121 +2%
FDS
102
Freedom Day Solutions
Texas
$10.8M +$127K +1,765 +1%
FWI
103
Facet Wealth Inc
Maryland
$10.6M -$1.32M -18,335 -11%
Goldman Sachs
104
Goldman Sachs
New York
$10.6M -$1.73M -24,001 -14%
IRC
105
Investors Research Corp
Georgia
$10.6M -$308K -4,285 -3%
EK
106
Evensky & Katz
Florida
$10.5M -$368K -5,110 -3%
BFG
107
Beacon Financial Group
Texas
$10.5M -$487K -6,766 -4%
PIA
108
Perennial Investment Advisors
California
$10.4M +$1.04M +14,510 +11%
SIAS
109
Summit Investment Advisory Services
Minnesota
$9.84M +$598K +8,315 +6%
B
110
Bensler
Washington
$9.67M +$1.07M +14,920 +12%
SFI
111
SPC Financial Inc
Maryland
$9.41M +$9.48M +131,705 New
IF
112
IRON Financial
Illinois
$9.38M -$185K -2,576 -2%
LFG
113
Larson Financial Group
Missouri
$9.18M -$798K -11,084 -8%
CFS
114
Cannon Financial Strategists
Georgia
$9.15M +$86K +1,195 +0.9%
TC
115
Trilogy Capital
California
$9.06M +$145K +2,020 +2%
XF
116
XML Financial
Maryland
$8.8M +$142K +1,969 +2%
KAS
117
Kestra Advisory Services
Texas
$8.71M +$39.2K +545 +0.4%
RFN
118
Redwood Financial Network
Ohio
$8.51M +$849K +11,800 +11%
IWM
119
IHT Wealth Management
Illinois
$8.42M +$667K +9,270 +9%
IWC
120
Integrated Wealth Concepts
Massachusetts
$8.32M +$175K +2,435 +2%
WWM
121
Western Wealth Management
Colorado
$8.11M -$145K -2,021 -2%
AI
122
Atria Investments
North Carolina
$7.5M +$1.63M +22,621 +27%
GRP
123
Global Retirement Partners
California
$7.47M +$415K +5,767 +6%
IFG
124
Independent Financial Group
California
$7.47M -$82.3K -1,143 -1%
PFG
125
PAX Financial Group
Texas
$7.41M -$636K -8,845 -8%

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.