We are live on ! Find out more
SPTM icon

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
HI
126
Harbour Investments
Wisconsin
$5.88M +$1.61M +26,344 +40%
GRP
127
Global Retirement Partners
California
$5.87M +$321K +5,259 +6%
MA
128
Mutual Advisors
Nebraska
$5.75M -$633K -10,368 -10%
XF
129
XML Financial
Maryland
$5.74M -$134K -2,193 -2%
CWM
130
Collaborative Wealth Management
Florida
$5.67M +$194K +3,178 +4%
SC
131
Savant Capital
Illinois
$5.61M -$136K -2,236 -2%
RJA
132
Raymond James & Associates
Florida
$5.45M -$157K -2,571 -3%
BIM
133
Breakwater Investment Management
Washington
$5.36M +$5.1M +83,497 New
SCM
134
Sterneck Capital Management
Missouri
$5.3M -$67.2K -1,102 -1%
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$5.17M +$3.59M +58,870 +271%
PWA
136
Peterson Wealth Advisors
Utah
$5.1M -$1.93M -31,684 -29%
HAS
137
HBW Advisory Services
California
$5.01M
IP
138
Isthmus Partners
Wisconsin
$4.93M +$19.3K +317 +0.4%
ICMP
139
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.89M -$296K -4,843 -6%
VAF
140
Values Added Financial
District of Columbia
$4.87M -$223K -3,647 -5%
SF
141
Slagle Financial
Illinois
$4.66M -$4.83M -79,197 -52%
RC
142
Roundview Capital
New Jersey
$4.62M +$304K +4,983 +7%
ECM
143
Exchange Capital Management
Michigan
$4.45M +$340K +5,574 +9%
AWM
144
Austin Wealth Management
Texas
$4.31M -$127K -2,076 -3%
Corient Private Wealth
145
Corient Private Wealth
Florida
$4.29M -$274K -4,486 -6%
CWM
146
Cabot Wealth Management
Massachusetts
$4.28M +$235K +3,856 +6%
FGAM
147
Financial Gravity Asset Management
Texas
$4.28M -$44.4M -727,427 -91%
JAG
148
Journey Advisory Group
Kentucky
$4.26M -$53.5K -876 -1%
TA
149
TKG Advisors
Indiana
$4.24M +$602K +9,872 +18%
OIM
150
Orca Investment Management
Oregon
$4.23M +$15.7K +258 +0.4%

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.