State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
447 hedge funds and large institutions have $2.94B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 157 reducing their positions, and 37 closing their positions.
1,290% more call options, than puts
Call options by funds: $3.08M | Put options by funds: $222K
18% more repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 157
8% more funds holding in top 10
Funds holding in top 10: 53 → 57 (+4)
0.94% less ownership
Funds ownership: 58.43% → 57.5% (-0.94%)
2% less capital invested
Capital invested by funds: $3B → $2.94B (-$67.5M)
5% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 37
2% less funds holding
Funds holding: 456 → 447 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$35.5M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$24M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$21.1M |
| 4 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$17.1M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$27.2M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$9.52M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$8.76M |
| 4 |
IHWM
Iron Horse Wealth Management
Johston,
Iowa
|
-$7.85M |
| 5 |
SCA
Snowden Capital Advisors
New York
|
-$7.52M |
SPTM Hedge Fund Activity: Q3 2022 in Review
447 of the 5,805 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 2022, worth a combined $2.94B — down 2.2% from $3B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of SPTM and 35 opened new positions — a net loss of 2 holders — while 157 trimmed existing stakes and 185 added.
The largest buyer was Morgan Stanley, adding an estimated $35.5M. The largest seller was Barber Financial Group, cutting an estimated $27.2M.
- 447 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q3 2022, down from 456 in Q2 2022.
- Funds reported $2.94B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q3 2022, down 2.2% quarter-over-quarter.
- 35 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q3 2022 and 37 closed out, a net change of -2 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q3 2022 was Morgan Stanley, an estimated $35.5M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q3 2022 was Barber Financial Group, an estimated $27.2M sold.
Based on aggregated 13F filings for Q3 2022.