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

204 hedge funds and large institutions have $1.65B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

47% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 60

17% more capital invested

Capital invested by funds: $1.41B → $1.65B (+$242M)

7% more funds holding

Funds holding: 191 → 204 (+13)

3.55% less ownership

Funds ownership: 56.84% → 53.29% (-3.5%)

14% less funds holding in top 10

Funds holding in top 10: 28 → 24 (-4)

Holders
204
Holders Change
+13
Holders Change %
+6.81%
% of All Funds
4.42%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.52%
New
34
Increased
88
Reduced
60
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TAIM
TD Ameritrade Investment Management
Nebraska
+$31.5M
2
AF
Allworth Financial
California
+$28M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$21.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$15.1M
5
BTS
BB&T Securities
Virginia
+$11.2M

Top Sellers

Rank Fund Capital Flow
1
CI
CX Institutional
Indiana
-$32.4M
2
UBS Group
UBS Group
Switzerland
-$22.9M
3
Bank of America
Bank of America
North Carolina
-$22.5M
4
CG
CFO4Life Group
Texas
-$21.1M
5
TWM
TLW Wealth Management
Florida
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
51
Tradition Capital Management
New Jersey
$4.02M +$1.58M +46,780 +69%
QA
52
Quantitative Advantage
Minnesota
$3.97M +$415K +12,260 +12%
PWAG
53
Polaris Wealth Advisory Group
California
$3.9M +$5.55K +164 +0.1%
TC
54
TownSquare Capital
Utah
$3.85M +$2.25M +66,355 +154%
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$3.84M +$1.06M +31,435 +40%
Goldman Sachs
56
Goldman Sachs
New York
$3.83M +$3.68M +108,826 New
AF
57
Advisornet Financial
Minnesota
$3.68M +$137K +4,034 +4%
LA
58
LexAurum Advisors
Kansas
$3.61M +$298K +8,813 +9%
LFG
59
LifePlan Financial Group
Ohio
$3.52M +$302K +8,933 +10%
JIC
60
JRM Investment Counsel
Nebraska
$3.45M -$7.92K -234 -0.2%
Wells Fargo
61
Wells Fargo
California
$3.32M -$2.3M -67,940 -42%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$3.01M +$832K +24,577 +42%
Principal Financial Group
63
Principal Financial Group
Iowa
$2.99M -$692K -20,444 -19%
GSC
64
G&S Capital
Colorado
$2.95M +$79K +2,334 +3%
GLA
65
Great Lakes Advisors
Illinois
$2.54M +$1.04M +30,595 +73%
BC
66
Brio Consultants
California
$2.45M -$248K -7,337 -10%
SCM
67
Sterneck Capital Management
Missouri
$2.38M +$382K +11,300 +20%
BWM
68
Bernicke Wealth Management
Wisconsin
$2.36M +$118K +3,473 +5%
LCM
69
LVM Capital Management
Michigan
$2.26M – – –
SFG
70
SNS Financial Group
Minnesota
$2.19M +$161K +4,765 +8%
WFWM
71
Wechter Feldman Wealth Management
New Jersey
$2.17M +$444K +13,107 +27%
RMAM
72
Raab & Moskowitz Asset Management
New Jersey
$2.13M +$630K +18,605 +44%
CI
73
CX Institutional
Indiana
$2.04M -$32.4M -956,668 -94%
VBFP
74
Valtinson Bruner Financial Planning
Minnesota
$2.01M -$141K -4,165 -7%
AW
75
ACG Wealth
Georgia
$1.95M -$267K -7,903 -13%
1 2
3
4 5

SPTM Hedge Fund Activity: Q1 2019 in Review

204 of the 4,620 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 2019, worth a combined $1.65B — up 17% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SPTM positions and 19 closed out — a net gain of 15 holders — while 88 added to existing stakes and 60 trimmed.

The largest buyer was TD Ameritrade Investment Management, opening a new position worth an estimated $31.5M. The largest seller was CX Institutional, cutting an estimated $32.4M.

  • 204 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q1 2019, up from 191 in Q4 2018.
  • Funds reported $1.65B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q1 2019, up 17% quarter-over-quarter.
  • 34 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q1 2019 and 19 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q1 2019 was TD Ameritrade Investment Management, an estimated $31.5M added.
  • The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q1 2019 was CX Institutional, an estimated $32.4M sold.

Based on aggregated 13F filings for Q1 2019.