State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
44 hedge funds and large institutions have $114M invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
30.44% more ownership
Funds ownership: 133.9% → 164.34% (+30%)
21% more capital invested
Capital invested by funds: $94.1M → $114M (+$19.7M)
19% more funds holding
Funds holding: 37 → 44 (+7)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFP
Shepherd Financial Partners
Winchester,
Massachusetts
|
+$5.78M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.64M |
| 3 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
+$3.14M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.43M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
-$1.64M |
| 2 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$1.37M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$138K |
| 4 |
BCB
Brian C. Broderick
|
-$66.2K |
| 5 |
IP
Isthmus Partners
Madison,
Wisconsin
|
-$49.7K |
SPTM Hedge Fund Activity: Q2 2017 in Review
44 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) for Q2 2017, worth a combined $114M — up 21% from $94.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SPTM positions and 1 closed out — a net gain of 7 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was Shepherd Financial Partners, adding an estimated $5.78M. The largest seller was NorthRock Partners, cutting an estimated $1.64M.
- 44 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q2 2017, up from 37 in Q1 2017.
- Funds reported $114M of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q2 2017, up 21% quarter-over-quarter.
- 8 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q2 2017 and 1 closed out, a net change of +7 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q2 2017 was Shepherd Financial Partners, an estimated $5.78M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q2 2017 was NorthRock Partners, an estimated $1.64M sold.
Based on aggregated 13F filings for Q2 2017.