State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
456 hedge funds and large institutions have $3B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 175 increasing their positions, 170 reducing their positions, and 42 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 170
5% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 42
1.17% less ownership
Funds ownership: 59.6% → 58.43% (-1.2%)
2% less funds holding
Funds holding: 464 → 456 (-8)
9% less funds holding in top 10
Funds holding in top 10: 58 → 53 (-5)
16% less capital invested
Capital invested by funds: $3.59B → $3B (-$586M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$22.5M |
| 2 |
VAG
VisionPoint Advisory Group
Dallas,
Texas
|
+$17.2M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$15.5M |
| 4 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$14.4M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$58.4M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$21.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$16.7M |
| 4 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$11.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.1M |
SPTM Hedge Fund Activity: Q2 2022 in Review
456 of the 5,936 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 2022, worth a combined $3B — down 16% from $3.59B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of SPTM and 40 opened new positions — a net loss of 2 holders — while 170 trimmed existing stakes and 175 added.
The largest buyer was Morgan Stanley, adding an estimated $22.5M. The largest seller was LPL Financial, cutting an estimated $58.4M.
- 456 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q2 2022, down from 464 in Q1 2022.
- Funds reported $3B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q2 2022, down 16% quarter-over-quarter.
- 40 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q2 2022 and 42 closed out, a net change of -2 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q2 2022 was Morgan Stanley, an estimated $22.5M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q2 2022 was LPL Financial, an estimated $58.4M sold.
Based on aggregated 13F filings for Q2 2022.