State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
564 hedge funds and large institutions have $5.27B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 193 increasing their positions, 235 reducing their positions, and 38 closing their positions.
16% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 38
2% more funds holding in top 10
Funds holding in top 10: 62 → 63 (+1)
4% more capital invested
Capital invested by funds: $5.09B → $5.27B (+$180M)
0.32% less ownership
Funds ownership: 59.12% → 58.8% (-0.32%)
0% less funds holding
Funds holding: 566 → 564 (-2)
18% less repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 235
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$22.7M |
| 2 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$20.9M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$19.9M |
| 4 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$13M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$13.1M |
| 2 |
DWM
Dogwood Wealth Management
Lenexa,
Kansas
|
-$9.77M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.49M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$9.12M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$8.92M |
SPTM Hedge Fund Activity: Q2 2024 in Review
564 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) for Q2 2024, worth a combined $5.27B — up 3.5% from $5.09B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new SPTM positions and 38 closed out — a net gain of 6 holders — while 193 added to existing stakes and 235 trimmed.
The largest buyer was LPL Financial, adding an estimated $22.7M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $13.1M.
- 564 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q2 2024, down from 566 in Q1 2024.
- Funds reported $5.27B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
- 44 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q2 2024 and 38 closed out, a net change of +6 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q2 2024 was LPL Financial, an estimated $22.7M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $13.1M sold.
Based on aggregated 13F filings for Q2 2024.