State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
584 hedge funds and large institutions have $5.7B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 216 increasing their positions, 213 reducing their positions, and 22 closing their positions.
135,616% more call options, than puts
Call options by funds: $66.5M | Put options by funds: $49K
118% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 22
8% more capital invested
Capital invested by funds: $5.27B → $5.7B (+$434M)
4% more funds holding
Funds holding: 564 → 584 (+20)
2% more funds holding in top 10
Funds holding in top 10: 63 → 64 (+1)
1% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 213
0.27% more ownership
Funds ownership: 58.8% → 59.07% (+0.27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$42.6M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$34.7M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$30.9M |
| 4 |
WAG
Winthrop Advisory Group
Boston,
Massachusetts
|
+$28.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Rockbridge Investment Management
Syracuse,
New York
|
-$32.9M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$29.8M |
| 3 |
RI
Rinkey Investments
San Diego,
California
|
-$16.6M |
| 4 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
-$16.3M |
| 5 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$12.4M |
SPTM Hedge Fund Activity: Q3 2024 in Review
584 of the 6,978 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 2024, worth a combined $5.7B — up 8.2% from $5.27B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SPTM positions and 22 closed out — a net gain of 26 holders — while 216 added to existing stakes and 213 trimmed.
The largest buyer was RFG Advisory, adding an estimated $42.6M. The largest seller was Rockbridge Investment Management, cutting an estimated $32.9M.
- 584 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q3 2024, up from 564 in Q2 2024.
- Funds reported $5.7B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q3 2024, up 8.2% quarter-over-quarter.
- 48 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q3 2024 and 22 closed out, a net change of +26 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q3 2024 was RFG Advisory, an estimated $42.6M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q3 2024 was Rockbridge Investment Management, an estimated $32.9M sold.
Based on aggregated 13F filings for Q3 2024.