State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
191 hedge funds and large institutions have $1.41B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2018 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 82 increasing their positions, 42 reducing their positions, and 24 closing their positions.
100% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 24
95% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 42
47% more funds holding in top 10
Funds holding in top 10: 19 → 28 (+9)
13% more funds holding
Funds holding: 169 → 191 (+22)
8% more capital invested
Capital invested by funds: $1.3B → $1.41B (+$102M)
7.64% more ownership
Funds ownership: 49.2% → 56.84% (+7.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$101M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$92.9M |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
+$31M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$25.9M |
| 5 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$25.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$82.8M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$21.4M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$18.6M |
| 4 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$13M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$12.3M |
SPTM Hedge Fund Activity: Q4 2018 in Review
191 of the 4,488 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 2018, worth a combined $1.41B — up 7.8% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SPTM positions and 24 closed out — a net gain of 24 holders — while 82 added to existing stakes and 42 trimmed.
The largest buyer was Balentine LLC, opening a new position worth an estimated $101M. The largest seller was Allworth Financial, cutting an estimated $82.8M.
- 191 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q4 2018, up from 169 in Q3 2018.
- Funds reported $1.41B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q4 2018, up 7.8% quarter-over-quarter.
- 48 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q4 2018 and 24 closed out, a net change of +24 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q4 2018 was Balentine LLC, an estimated $101M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q4 2018 was Allworth Financial, an estimated $82.8M sold.
Based on aggregated 13F filings for Q4 2018.