State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
635 hedge funds and large institutions have $6.33B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 220 increasing their positions, 227 reducing their positions, and 34 closing their positions.
305% more capital inflows, than outflows
Capital inflows: $774M | Capital outflows: $191M
174% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 34
17% more funds holding in top 10
Funds holding in top 10: 65 → 76 (+11)
9% more funds holding
Funds holding: 585 → 635 (+50)
3.3% more ownership
Funds ownership: 59.31% → 62.61% (+3.3%)
3% less repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 227
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$105M |
| 2 |
Modern Wealth Management
Lenexa,
Kansas
|
+$61.7M |
| 3 |
Voisard Asset Management Group
Grand Rapids,
Michigan
|
+$28.9M |
| 4 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$22.4M |
| 5 |
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Enhancement Group
Anderson,
Indiana
|
-$45.6M |
| 2 |
LPL Financial
San Diego,
California
|
-$22.9M |
| 3 |
PS
Portfolio Strategies
Monsey,
New York
|
-$10.5M |
| 4 |
AC
AIFG Consultants
Halfmoon,
New York
|
-$8.88M |
| 5 |
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$7.85M |
SPTM Hedge Fund Activity: Q4 2024 in Review
635 of the 7,616 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 2024, worth a combined $6.33B — up 11% from $5.73B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new SPTM positions and 34 closed out — a net gain of 59 holders — while 220 added to existing stakes and 227 trimmed.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $105M. The largest seller was Financial Enhancement Group, cutting an estimated $45.6M.
- 635 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q4 2024, up from 585 in Q3 2024.
- Funds reported $6.33B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q4 2024, up 11% quarter-over-quarter.
- 93 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q4 2024 and 34 closed out, a net change of +59 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $105M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q4 2024 was Financial Enhancement Group, an estimated $45.6M sold.
Based on aggregated 13F filings for Q4 2024.