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State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

369 hedge funds and large institutions have $2.58B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 131 increasing their positions, 161 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $5.39M | Put options by funds: $3.04M

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

9% more capital invested

Capital invested by funds: $2.37B → $2.58B (+$205M)

1% more funds holding

Funds holding: 366 → 369 (+3)

0.09% more ownership

Funds ownership: 55.43% → 55.52% (+0.09%)

7% less funds holding in top 10

Funds holding in top 10: 46 → 43 (-3)

19% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 161

Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
6.48%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.76%
New
32
Increased
131
Reduced
161
Closed
26
Calls
$5.39M
Puts
$3.04M
Net Calls
+$2.35M
Net Calls Change
-$3.87M

Top Buyers

1
LPL Financial
LPL Financial
California
+$27.9M
2
PAS
Park Avenue Securities
New York
+$22.8M
3
BIP
Blueprint Investment Partners
North Carolina
+$22.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.5M
5
PFA
Professional Financial Advisors
Nebraska
+$12M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$47.7M
2
SS
Simplicity Solutions
Minnesota
-$18.8M
3
BSWM
Boston Standard Wealth Management
Massachusetts
-$12.8M
4
LFAS
Level Four Advisory Services
Texas
-$11.2M
5
Ameriprise
Ameriprise
Minnesota
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
326
True Link Financial Advisors
California
$104K -$127K -2,666 -56%
AA
327
Ancora Advisors
Ohio
$101K +$7.6K +159 +8%
MFT
328
Moisand Fitzgerald Tamayo
Florida
$92K +$3.06K +64 +4%
SIS
329
Sound Income Strategies
Florida
$74K +$2.44K +51 +4%
TWM
330
Tradition Wealth Management
Minnesota
$73K – – –
CFGS
331
Concourse Financial Group Securities
Alabama
$69K – – –
CIAS
332
Capital Investment Advisory Services
North Carolina
$49K – – –
EVM
333
Eaton Vance Management
Massachusetts
$49K +$47.8K +1,000 New
RE
334
RBC Europe
United Kingdom
$44.3K – – –
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$44K -$18.4K -384 -30%
AWA
336
Arkadios Wealth Advisors
Georgia
$44K +$143 +3 +0.3%
CPFP
337
Clear Perspectives Financial Planning
Ohio
$42K – – –
HS
338
Horan Securities
United States
$36K +$96 +2 +0.3%
MIM
339
Macroview Investment Management
Maryland
$32K +$96 +2 +0.3%
Citigroup
340
Citigroup
New York
$26K +$19.1K +400 +320%
SWA
341
Sutton Wealth Advisors
Florida
$23.6K -$12.8K -267 -36%
TWP
342
TFO Wealth Partners
Ohio
$21K -$287 -6 -1%
US Bancorp
343
US Bancorp
Minnesota
$20K +$11.1K +233 +135%
WT
344
Washington Trust
Rhode Island
$20K +$19.7K +412 New
SCA
345
Stuart Chaussee & Associates
California
$19K +$1.29K +27 +7%
JP Morgan Chase
346
JP Morgan Chase
New York
$15K +$14.7K +308 New
AWM
347
Accel Wealth Management
Iowa
$12K – – –
GI
348
Gradient Investments
Minnesota
$12K +$1.2K +25 +11%
SPIA
349
Steward Partners Investment Advisory
New York
$11.7K +$6.31K +132 +126%
WFA
350
West Financial Advisors
Iowa
$11K – – –
12 13
14
15 16

SPTM Hedge Fund Activity: Q1 2021 in Review

369 of the 5,695 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 2021, worth a combined $2.58B — up 8.7% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SPTM positions and 26 closed out — a net gain of 6 holders — while 131 added to existing stakes and 161 trimmed.

The largest buyer was LPL Financial, adding an estimated $27.9M. The largest seller was FormulaFolio Investments, cutting an estimated $47.7M.

  • 369 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q1 2021, up from 366 in Q4 2020.
  • Funds reported $2.58B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q1 2021, up 8.7% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q1 2021 and 26 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q1 2021 was LPL Financial, an estimated $27.9M added.
  • The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $47.7M sold.

Based on aggregated 13F filings for Q1 2021.