State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
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, 171 increasing their positions, 248 reducing their positions, and 33 closing their positions.
139,317% more call options, than puts
Call options by funds: $8.37M | Put options by funds: $6K
70% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 33
9% more capital invested
Capital invested by funds: $4.65B → $5.09B (+$440M)
2% more funds holding
Funds holding: 556 → 566 (+10)
3.5% less ownership
Funds ownership: 62.62% → 59.12% (-3.5%)
10% less funds holding in top 10
Funds holding in top 10: 69 → 62 (-7)
31% less repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 248
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$108M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$55.7M |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$24.7M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$20.9M |
| 5 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$156M |
| 2 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$37.9M |
| 3 |
WAG
Winthrop Advisory Group
Boston,
Massachusetts
|
-$26.3M |
| 4 |
Goldman Sachs
New York
|
-$24.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$21.5M |
SPTM Hedge Fund Activity: Q1 2024 in Review
566 of the 6,958 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 9.5% from $4.65B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new SPTM positions and 33 closed out — a net gain of 23 holders — while 171 added to existing stakes and 248 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 556 in Q4 2023.
- Funds reported $5.09B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q1 2024, up 9.5% quarter-over-quarter.
- 56 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q1 2024 and 33 closed out, a net change of +23 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.