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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
FMP
126
Financial Management Professionals
Texas
$7.4M +$7.46M +103,618 New
Truist Financial
127
Truist Financial
North Carolina
$7.31M -$1.82M -25,273 -20%
BIM
128
Breakwater Investment Management
Washington
$7.08M +$701K +9,737 +11%
TWP
129
Tempus Wealth Planning
California
$6.94M +$440K +6,119 +7%
SWM
130
SFG Wealth Management
Maryland
$6.9M -$632K -8,783 -8%
CIG
131
Cascade Investment Group
Colorado
$6.82M +$166K +2,309 +2%
FL
132
FreeGulliver LLC
Louisiana
$6.76M -$23.5K -326 -0.3%
CFG
133
Cornerstone Financial Group
Nebraska
$6.68M +$6.73M +93,542 New
CWM
134
Collaborative Wealth Management
Florida
$6.67M +$119K +1,654 +2%
ATPW
135
Ashton Thomas Private Wealth
Arizona
$6.31M +$5.14M +71,426 +421%
SCM
136
Sterneck Capital Management
Missouri
$6.21M -$181K -2,521 -3%
Cetera Investment Advisers
137
Cetera Investment Advisers
Illinois
$6.16M +$682K +9,482 +12%
TB
138
Treynor Bancshares
Iowa
$6.13M -$570K -7,926 -8%
CSP
139
Cary Street Partners
Virginia
$6.12M +$6.17M +85,699 New
UBS Group
140
UBS Group
Switzerland
$6.12M -$90.4K -1,256 -1%
SPAS
141
Spectrum Planning & Advisory Services
California
$6.1M +$6.15M +85,402 New
Fidelity Investments
142
Fidelity Investments
Massachusetts
$6.08M +$971K +13,488 +19%
CWM
143
Cabot Wealth Management
Massachusetts
$6.07M -$314K -4,368 -5%
CGPCS
144
Capital Group Private Client Services
California
$6.07M
SC
145
Savant Capital
Illinois
$6.06M -$450K -6,250 -7%
MA
146
Mutual Advisors
Nebraska
$6.04M -$41.5K -577 -0.7%
ECM
147
Exchange Capital Management
Michigan
$5.96M +$294K +4,089 +5%
FHA
148
Flagship Harbor Advisors
Massachusetts
$5.9M -$822K -11,421 -12%
KW
149
KWB Wealth
California
$5.87M -$1.14M -15,782 -16%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$5.74M -$1.62M -22,547 -22%

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.