State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
480 hedge funds and large institutions have $3.13B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 166 increasing their positions, 177 reducing their positions, and 28 closing their positions.
188% more call options, than puts
Call options by funds: $1.5M | Put options by funds: $520K
143% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 28
8% more funds holding
Funds holding: 446 → 480 (+34)
7% more capital invested
Capital invested by funds: $2.94B → $3.13B (+$195M)
5% more funds holding in top 10
Funds holding in top 10: 57 → 60 (+3)
1.76% more ownership
Funds ownership: 57.19% → 58.95% (+1.8%)
6% less repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 177
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$31M |
| 2 |
GWA
Gibson Wealth Advisors
Tyler,
Texas
|
+$30.9M |
| 3 |
GAG
GM Advisory Group
Melville,
New York
|
+$28.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$27.4M |
| 5 |
PS
Portfolio Strategies
Monsey,
New York
|
+$26.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$61.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$29.9M |
| 3 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$18.1M |
| 4 |
VAG
VisionPoint Advisory Group
Dallas,
Texas
|
-$15.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.7M |
SPTM Hedge Fund Activity: Q4 2022 in Review
480 of the 6,237 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 2022, worth a combined $3.13B — up 6.6% from $2.94B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new SPTM positions and 28 closed out — a net gain of 40 holders — while 166 added to existing stakes and 177 trimmed.
The largest buyer was Financial Enhancement Group, opening a new position worth an estimated $31M. The largest seller was Annex Advisory Services, cutting an estimated $61.7M.
- 480 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q4 2022, up from 446 in Q3 2022.
- Funds reported $3.13B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q4 2022, up 6.6% quarter-over-quarter.
- 68 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q4 2022 and 28 closed out, a net change of +40 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q4 2022 was Financial Enhancement Group, an estimated $31M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q4 2022 was Annex Advisory Services, an estimated $61.7M sold.
Based on aggregated 13F filings for Q4 2022.