State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
482 hedge funds and large institutions have $3.44B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 184 increasing their positions, 181 reducing their positions, and 33 closing their positions.
859% more call options, than puts
Call options by funds: $3.43M | Put options by funds: $358K
33% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 33
20% more capital inflows, than outflows
Capital inflows: $300M | Capital outflows: $251M
2% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 181
0% more funds holding
Funds holding: 480 → 482 (+2)
0.87% less ownership
Funds ownership: 58.95% → 58.08% (-0.87%)
2% less funds holding in top 10
Funds holding in top 10: 60 → 59 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
+$40.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$17.6M |
| 3 |
World Equity Group
Schaumburg,
Illinois
|
+$13.6M |
| 4 |
Morgan Stanley
New York
|
+$12M |
| 5 |
Astor Investment Management
Chicago,
Illinois
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SigFig Wealth Management
San Francisco,
California
|
-$34.3M |
| 2 |
Per Stirling Capital Management
Austin,
Texas
|
-$20.7M |
| 3 |
Ford Financial Group
Fresno,
California
|
-$13M |
| 4 |
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$11.4M |
| 5 |
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$11.3M |
SPTM Hedge Fund Activity: Q1 2023 in Review
482 of the 6,289 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 2023, worth a combined $3.44B — up 9.7% from $3.13B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new SPTM positions and 33 closed out — a net gain of 11 holders — while 184 added to existing stakes and 181 trimmed.
The largest buyer was Woodard & Company Asset Management Group, opening a new position worth an estimated $40.6M. The largest seller was SigFig Wealth Management, exiting entirely with an estimated $34.3M sold.
- 482 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q1 2023, up from 480 in Q4 2022.
- Funds reported $3.44B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q1 2023, up 9.7% quarter-over-quarter.
- 44 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q1 2023 and 33 closed out, a net change of +11 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q1 2023 was Woodard & Company Asset Management Group, an estimated $40.6M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q1 2023 was SigFig Wealth Management, an estimated $34.3M sold.
Based on aggregated 13F filings for Q1 2023.