State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
504 hedge funds and large institutions have $3.83B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 192 increasing their positions, 191 reducing their positions, and 24 closing their positions.
25,733% more call options, than puts
Call options by funds: $19.6M | Put options by funds: $76K
113% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 24
12% more capital invested
Capital invested by funds: $3.44B → $3.83B (+$396M)
4% more funds holding
Funds holding: 483 → 504 (+21)
2% more funds holding in top 10
Funds holding in top 10: 59 → 60 (+1)
0.67% more ownership
Funds ownership: 58.12% → 58.79% (+0.67%)
1% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 191
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$28.3M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$27.6M |
| 3 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
+$22M |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$15.4M |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$39.3M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$24.3M |
| 3 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$14.4M |
| 4 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$11.6M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$10.7M |
SPTM Hedge Fund Activity: Q2 2023 in Review
504 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) for Q2 2023, worth a combined $3.83B — up 12% from $3.44B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new SPTM positions and 24 closed out — a net gain of 27 holders — while 192 added to existing stakes and 191 trimmed.
The largest buyer was SigFig Wealth Management, opening a new position worth an estimated $28.3M. The largest seller was Morgan Stanley, cutting an estimated $39.3M.
- 504 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q2 2023, up from 483 in Q1 2023.
- Funds reported $3.83B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q2 2023, up 12% quarter-over-quarter.
- 51 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q2 2023 and 24 closed out, a net change of +27 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q2 2023 was SigFig Wealth Management, an estimated $28.3M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q2 2023 was Morgan Stanley, an estimated $39.3M sold.
Based on aggregated 13F filings for Q2 2023.