State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
25 hedge funds and large institutions have $21.1M invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
14% more funds holding
Funds holding: 22 → 25 (+3)
10.21% more ownership
Funds ownership: 48.32% → 58.53% (+10%)
1% less capital invested
Capital invested by funds: $21.4M → $21.1M (-$286K)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$3.83M |
| 2 |
Morgan Stanley
New York
|
+$1.99M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.01M |
| 4 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$545K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$341K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
26
Private Trust Company
Cleveland,
Ohio
| – | -$56K | -2,262 | Closed |
|
27
Parallax Volatility Advisers
San Francisco,
California
| – | +$150 | +6 | New |
|
SPTM Hedge Fund Activity: Q4 2014 in Review
25 of the 3,749 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 2014, worth a combined $21.1M — down 1.3% from $21.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPTM positions and 2 closed out — a net gain of 4 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.83M. The largest seller was Susquehanna International Group, cutting an estimated $3.29M.
- 25 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q4 2014, up from 22 in Q3 2014.
- Funds reported $21.1M of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q4 2014, down 1.3% quarter-over-quarter.
- 6 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q4 2014 and 2 closed out, a net change of +4 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q4 2014 was LPL Financial, an estimated $3.83M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q4 2014 was Susquehanna International Group, an estimated $3.29M sold.
Based on aggregated 13F filings for Q4 2014.