State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
634 hedge funds and large institutions have $6.31B 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, 226 reducing their positions, and 34 closing their positions.
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: 64 → 75 (+11)
11% more capital invested
Capital invested by funds: $5.7B → $6.31B (+$604M)
9% more funds holding
Funds holding: 584 → 634 (+50)
3.31% more ownership
Funds ownership: 59.07% → 62.38% (+3.3%)
3% less repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 226
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$105M |
| 2 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$61.7M |
| 3 |
VAMG
Voisard Asset Management Group
Grand Rapids,
Michigan
|
+$28.9M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$22.4M |
| 5 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
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 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$7.85M |
SPTM Hedge Fund Activity: Q4 2024 in Review
634 of the 7,607 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 $6.31B — up 11% from $5.7B 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 226 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.
- 634 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q4 2024, up from 584 in Q3 2024.
- Funds reported $6.31B 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.