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

84 hedge funds and large institutions have $273M invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2017 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,750% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 2

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

126% more capital invested

Capital invested by funds: $121M → $273M (+$152M)

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

71% more funds holding

Funds holding: 49 → 84 (+35)

108.85% less ownership

Funds ownership: 140.19% → 31.34% (-109%)

Holders
84
Holders Change
+35
Holders Change %
+71.43%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
37
Increased
23
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSWM
Boston Standard Wealth Management
Massachusetts
+$40.9M
2
FI
FormulaFolio Investments
Michigan
+$30.2M
3
JWM
Jackson Wealth Management
Florida
+$11.6M
4
BCI
Brinker Capital Investments
Pennsylvania
+$10.4M
5
AWA
ARS Wealth Advisors
Florida
+$7.08M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.64M
2
SFP
Shepherd Financial Partners
Massachusetts
-$2.74M
3
TSS
Two Sigma Securities
New York
-$1.01M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$846K
5
BCB
Brian C. Broderick
-$196K
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$1.38M +$48.1K +1,488 +4%
AWMG
27
Alliance Wealth Management Group
New Jersey
$1.36M +$1.33M +41,081 New
Wells Fargo
28
Wells Fargo
California
$1.33M +$834K +25,785 +182%
FC
29
Ferris Capital
Massachusetts
$1.21M +$1.17M +36,272 New
RA
30
RFG Advisory
Alabama
$1.2M +$1.17M +36,181 New
RCG
31
Ruggie Capital Group
Florida
$1.15M +$1.12M +34,503 New
PWA
32
Peterson Wealth Advisors
Utah
$1.12M +$1.09M +33,849 New
LA
33
LexAurum Advisors
Kansas
$1.04M +$979K +30,264 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$972K +$74.3K +2,296 +9%
GLA
35
Great Lakes Advisors
Illinois
$882K +$13.2K +407 +2%
VIM
36
Vista Investment Management
Pennsylvania
$849K +$827K +25,568 New
AG
37
Advisor Group
Arizona
$816K +$5.17K +160 +0.7%
CIAS
38
Capital Investment Advisory Services
North Carolina
$764K +$744K +22,993 New
LFG
39
Larson Financial Group
Missouri
$710K +$692K +21,390 New
MML Investors Services
40
MML Investors Services
Massachusetts
$642K +$22.3K +688 +4%
Goldman Sachs
41
Goldman Sachs
New York
$623K +$273K +8,441 +82%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$617K +$559K +17,270 +1,333%
PTC
43
Private Trust Company
Ohio
$611K – – –
FHA
44
First Horizon Advisors
Tennessee
$603K – – –
NP
45
NorthRock Partners
Minnesota
$600K -$177K -5,462 -23%
ODCM
46
Old Dominion Capital Management
Virginia
$554K -$27K -834 -5%
Creative Planning
47
Creative Planning
Kansas
$542K +$39.7K +1,226 +8%
VC
48
Vicus Capital
Pennsylvania
$531K +$517K +15,994 New
TCM
49
Tradition Capital Management
New Jersey
$518K +$505K +15,599 New
IA
50
IFP Advisors
Florida
$389K +$251K +7,747 +195%
1
2
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SPTM Hedge Fund Activity: Q4 2017 in Review

84 of the 4,409 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 2017, worth a combined $273M — up 126% from $121M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SPTM positions and 2 closed out — a net gain of 35 holders — while 23 added to existing stakes and 8 trimmed.

The largest buyer was Boston Standard Wealth Management, opening a new position worth an estimated $40.9M. The largest seller was Susquehanna International Group, cutting an estimated $4.64M.

  • 84 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q4 2017, up from 49 in Q3 2017.
  • Funds reported $273M of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q4 2017, up 126% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q4 2017 and 2 closed out, a net change of +35 holders.
  • The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q4 2017 was Boston Standard Wealth Management, an estimated $40.9M added.
  • The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q4 2017 was Susquehanna International Group, an estimated $4.64M sold.

Based on aggregated 13F filings for Q4 2017.