State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
289 hedge funds and large institutions have $2.48B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 106 increasing their positions, 79 reducing their positions, and 13 closing their positions.
500% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 13
44% more funds holding in top 10
Funds holding in top 10: 27 → 39 (+12)
34% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 79
31% more capital invested
Capital invested by funds: $1.89B → $2.48B (+$591M)
27% more funds holding
Funds holding: 227 → 289 (+62)
8.64% more ownership
Funds ownership: 50.37% → 59.01% (+8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$49.1M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$14.5M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$9.82M |
| 4 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$9.77M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$5.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
-$7.63M |
| 2 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$5.65M |
| 3 |
Jane Street
New York
|
-$4.09M |
| 4 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$2.56M |
| 5 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
-$2.54M |
SPTM Hedge Fund Activity: Q4 2019 in Review
289 of the 5,075 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 2019, worth a combined $2.48B — up 31% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new SPTM positions and 13 closed out — a net gain of 65 holders — while 106 added to existing stakes and 79 trimmed.
The largest buyer was FormulaFolio Investments, adding an estimated $49.1M. The largest seller was Savant Capital, cutting an estimated $7.63M.
- 289 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q4 2019, up from 227 in Q3 2019.
- Funds reported $2.48B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q4 2019, up 31% quarter-over-quarter.
- 78 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q4 2019 and 13 closed out, a net change of +65 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q4 2019 was FormulaFolio Investments, an estimated $49.1M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q4 2019 was Savant Capital, an estimated $7.63M sold.
Based on aggregated 13F filings for Q4 2019.