State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
37 hedge funds and large institutions have $94.1M invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
19% more capital invested
Capital invested by funds: $79.2M → $94.1M (+$14.9M)
11.1% more ownership
Funds ownership: 122.8% → 133.9% (+11%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less funds holding
Funds holding: 38 → 37 (-1)
Top Buyers
| 1 |
SFP
Shepherd Financial Partners
Winchester,
Massachusetts
|
+$5.31M |
| 2 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
+$4.25M |
| 3 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$2.83M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.92M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.13M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWM
26
IHT Wealth Management
Chicago,
Illinois
| $65K | +$17.4K | +600 | +37% |
|
27
BlackRock
New York
| $48K | – | – | – |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $38K | – | – | – |
|
|
DADC
29
D.A. Davidson & Co
Great Falls,
Montana
| $26K | – | – | – |
|
|
GWS
30
Glassman Wealth Services
Vienna,
Virginia
| $25K | – | – | – |
|
|
SWA
31
Sutton Wealth Advisors
Tampa,
Florida
| $21.2K | – | – | – |
|
32
Fifth Third Bancorp
Cincinnati,
Ohio
| $18K | – | – | – |
|
|
BC
33
Barnett & Company
Chattanooga,
Tennessee
| $13K | – | – | – |
|
|
IIC
34
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $7K | – | – | – |
|
|
PFGIA
35
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $3K | +$3.13K | +108 | New |
|
|
IA
36
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
HH
37
Hilltop Holdings
Dallas,
Texas
| – | -$505K | -18,126 | Closed |
|
|
CIA
38
Capital Investment Advisors
Atlanta,
Georgia
| – | -$229K | -8,208 | Closed |
|
39
Citigroup
New York
| – | -$84K | -3,000 | Closed |
|
SPTM Hedge Fund Activity: Q1 2017 in Review
37 of the 4,017 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 2017, worth a combined $94.1M — up 19% from $79.2M a quarter earlier.
Fund positioning in SPTM was balanced in Q1 2017: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 6 trimmed.
The largest buyer was Shepherd Financial Partners, adding an estimated $5.31M. The largest seller was NorthRock Partners, cutting an estimated $3.26M.
- 37 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q1 2017, down from 38 in Q4 2016.
- Funds reported $94.1M of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q1 2017, up 19% quarter-over-quarter.
- 3 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q1 2017 and 3 closed out, a net change of 0 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q1 2017 was Shepherd Financial Partners, an estimated $5.31M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q1 2017 was NorthRock Partners, an estimated $3.26M sold.
Based on aggregated 13F filings for Q1 2017.