State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
506 hedge funds and large institutions have $3.85B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 185 increasing their positions, 200 reducing their positions, and 33 closing their positions.
6,442% more call options, than puts
Call options by funds: $4.25M | Put options by funds: $65K
18% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 33
0.85% more ownership
Funds ownership: 58.75% → 59.61% (+0.85%)
1% more funds holding
Funds holding: 503 → 506 (+3)
1% more capital invested
Capital invested by funds: $3.83B → $3.85B (+$20.7M)
0% more funds holding in top 10
Funds holding in top 10: 60 → 60 (0)
8% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 200
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$75.5M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$37.8M |
| 3 |
RHP
Royal Harbor Partners
Houston,
Texas
|
+$36.6M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$28.8M |
| 5 |
LPL Financial
San Diego,
California
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAG
VisionPoint Advisory Group
Dallas,
Texas
|
-$26.3M |
| 2 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
-$23.2M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$10.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.52M |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$7.85M |
SPTM Hedge Fund Activity: Q3 2023 in Review
506 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) for Q3 2023, worth a combined $3.85B — up 0.54% from $3.83B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new SPTM positions and 33 closed out — a net gain of 6 holders — while 185 added to existing stakes and 200 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $75.5M. The largest seller was VisionPoint Advisory Group, exiting entirely with an estimated $26.3M sold.
- 506 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q3 2023, up from 503 in Q2 2023.
- Funds reported $3.85B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q3 2023, up 0.54% quarter-over-quarter.
- 39 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q3 2023 and 33 closed out, a net change of +6 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $75.5M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q3 2023 was VisionPoint Advisory Group, an estimated $26.3M sold.
Based on aggregated 13F filings for Q3 2023.