State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
556 hedge funds and large institutions have $4.65B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 187 increasing their positions, 207 reducing their positions, and 27 closing their positions.
2,889% more call options, than puts
Call options by funds: $4.9M | Put options by funds: $164K
211% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 27
21% more capital invested
Capital invested by funds: $3.85B → $4.65B (+$795M)
15% more funds holding in top 10
Funds holding in top 10: 60 → 69 (+9)
10% more funds holding
Funds holding: 506 → 556 (+50)
3.01% more ownership
Funds ownership: 59.61% → 62.62% (+3%)
10% less repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 207
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$68M |
| 2 |
SPWG
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
+$67.1M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$43.2M |
| 4 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$34.2M |
| 5 |
Goldman Sachs
New York
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$36.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$24.7M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$19M |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$16.4M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$15.8M |
SPTM Hedge Fund Activity: Q4 2023 in Review
556 of the 6,869 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 2023, worth a combined $4.65B — up 21% from $3.85B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new SPTM positions and 27 closed out — a net gain of 57 holders — while 187 added to existing stakes and 207 trimmed.
The largest buyer was LPL Financial, adding an estimated $68M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $36.5M.
- 556 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q4 2023, up from 506 in Q3 2023.
- Funds reported $4.65B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q4 2023, up 21% quarter-over-quarter.
- 84 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q4 2023 and 27 closed out, a net change of +57 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q4 2023 was LPL Financial, an estimated $68M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q4 2023 was Wealth Enhancement Advisory Services, an estimated $36.5M sold.
Based on aggregated 13F filings for Q4 2023.