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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
BG
151
Benedetti & Gucer
Georgia
$4.2M -$15K -246 -0.4%
HighTower Advisors
152
HighTower Advisors
Illinois
$4.13M +$595K +9,749 +18%
LCM
153
LVM Capital Management
Michigan
$4.12M
PWM
154
Praetorian Wealth Management
California
$4.09M -$362K -5,936 -9%
GT
155
Greenleaf Trust
Michigan
$3.88M
AWMS
156
Advocacy Wealth Management Services
Georgia
$3.8M +$309K +5,060 +9%
TWM
157
Trinity Wealth Management
Pennsylvania
$3.78M +$47.8K +783 +1%
AF
158
Aldebaran Financial
$3.7M +$482K +7,891 +16%
GLA
159
Good Life Advisors
Pennsylvania
$3.68M +$208K +3,415 +6%
ASN
160
Advisory Services Network
Georgia
$3.6M +$120K +1,962 +4%
CA
161
CGN Advisors
Kansas
$3.46M -$48.2K -790 -1%
FPAS
162
Focus Partners Advisor Solutions
Missouri
$3.43M +$1.59M +26,034 +95%
Two Sigma Advisers
163
Two Sigma Advisers
New York
$3.37M +$909K +14,900 +40%
AR
164
Apeiron RIA
Texas
$3.35M +$20.9K +342 +0.7%
DI
165
DAGCO Inc
Ohio
$3.32M +$3.16M +51,779 New
JSL
166
JT Stratford LLC
Georgia
$3.31M -$182K -2,979 -5%
CFGF
167
Compass Financial Group (Florida)
Florida
$3.15M -$11K -181 -0.4%
TCM
168
TD Capital Management
Tennessee
$3.15M +$1.73M +28,323 +136%
BCI
169
Brinker Capital Investments
Pennsylvania
$3.07M -$46.7K -765 -2%
OPS
170
Orion Portfolio Solutions
Nebraska
$3.07M -$46.7K -765 -2%
WA
171
Win Advisors
Florida
$3.03M +$2.88M +47,165 New
GL
172
Graypoint LLC
New York
$3.01M +$455K +7,460 +19%
EFN
173
Equita Financial Network
Pennsylvania
$2.96M -$6.67M -109,262 -70%
SW
174
Simplicity Wealth
New Jersey
$2.96M +$2.49M +40,886 +787%
Citadel Advisors
175
Citadel Advisors
Florida
$2.9M +$2.76M +45,249 New

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.