State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
303 hedge funds and large institutions have $1.9B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 123 reducing their positions, and 24 closing their positions.
38% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 24
8% more capital invested
Capital invested by funds: $1.75B → $1.9B (+$148M)
2% more funds holding
Funds holding: 298 → 303 (+5)
0.91% more ownership
Funds ownership: 51.22% → 52.13% (+0.91%)
0% more funds holding in top 10
Funds holding in top 10: 37 → 37 (0)
16% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 123
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FQ
First Quadrant
Glendale,
California
|
+$55.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$15.7M |
| 3 |
SCA
Snowden Capital Advisors
New York
|
+$13.3M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$11M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$9.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
-$23.4M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$12.5M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$8.05M |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$7.46M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$7.22M |
SPTM Hedge Fund Activity: Q3 2020 in Review
303 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) for Q3 2020, worth a combined $1.9B — up 8.5% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SPTM positions and 24 closed out — a net gain of 9 holders — while 103 added to existing stakes and 123 trimmed.
The largest buyer was First Quadrant, opening a new position worth an estimated $55.5M. The largest seller was Blueprint Investment Partners, cutting an estimated $23.4M.
- 303 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q3 2020, up from 298 in Q2 2020.
- Funds reported $1.9B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q3 2020, up 8.5% quarter-over-quarter.
- 33 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q3 2020 and 24 closed out, a net change of +9 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q3 2020 was First Quadrant, an estimated $55.5M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q3 2020 was Blueprint Investment Partners, an estimated $23.4M sold.
Based on aggregated 13F filings for Q3 2020.