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

23 hedge funds and large institutions have $48.2M invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more capital invested

Capital invested by funds: $21.1M → $48.2M (+$27M)

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

57.72% more ownership

Funds ownership: 58.53%116.24% (+58%)

8% less funds holding

Funds holding: 2523 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFPM
26
Sensible Financial Planning & Management
Massachusetts
-$83K -3,222 Closed
NPC
27
National Planning Corporation
California
-$45.3K -1,800 Closed
FANJ
28
Financial Architects (New Jersey)
New Jersey
-$7K -264 Closed

SPTM Hedge Fund Activity: Q1 2015 in Review

23 of the 3,753 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 2015, worth a combined $48.2M — up 128% from $21.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SPTM and 4 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 8 added.

The largest buyer was Jane Street, opening a new position worth an estimated $15.5M. The largest seller was Morgan Stanley, cutting an estimated $858K.

  • 23 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q1 2015, down from 25 in Q4 2014.
  • Funds reported $48.2M of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q1 2015, up 128% quarter-over-quarter.
  • 4 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q1 2015 and 6 closed out, a net change of -2 holders.
  • The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q1 2015 was Jane Street, an estimated $15.5M added.
  • The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q1 2015 was Morgan Stanley, an estimated $858K sold.

Based on aggregated 13F filings for Q1 2015.