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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
289
Holders Change
+62
Holders Change %
+27.31%
% of All Funds
5.69%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.77%
New
78
Increased
106
Reduced
79
Closed
13
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
+$49.1M
2
AF
Allworth Financial
California
+$14.5M
3
Truist Financial
Truist Financial
North Carolina
+$9.82M
4
AAS
Annex Advisory Services
Wisconsin
+$9.77M
5
WP
WealthPLAN Partners
Nebraska
+$5.36M

Top Sellers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
-$7.63M
2
BL
Balentine LLC
Georgia
-$5.65M
3
Jane Street
Jane Street
New York
-$4.09M
4
WP
WealthSource Partners
California
-$2.56M
5
NAS
Nicolet Advisory Services
Wisconsin
-$2.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Advisornet Financial
Minnesota
$4.24M -$129K -3,388 -3%
FFC
77
Fure Financial Corporation
Minnesota
$4.21M +$4.03M +105,623 New
TA
78
TCG Advisors
Texas
$4.18M +$1.58M +41,434 +65%
C
79
Clearshares
New York
$3.98M +$1.35M +35,300 +55%
RMAM
80
Raab & Moskowitz Asset Management
New Jersey
$3.84M +$495K +12,975 +16%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$3.84M -$111K -2,903 -3%
NEWAS
82
N.E.W. Advisory Services
Wisconsin
$3.81M +$3.64M +95,478 New
PAG
83
Private Advisor Group
New Jersey
$3.67M +$3.12M +81,868 +806%
HAS
84
HBW Advisory Services
California
$3.49M +$238K +6,245 +8%
MWM
85
MBE Wealth Management
Wisconsin
$3.49M +$3.34M +87,587 New
IP
86
Isthmus Partners
Wisconsin
$3.3M -$84K -2,204 -3%
Creative Planning
87
Creative Planning
Kansas
$3.2M -$1.09M -28,666 -26%
RIM
88
Redwood Investment Management
Arizona
$3M +$178K +4,665 +7%
HR
89
Hayden Royal
North Carolina
$2.91M +$1.95M +51,161 +270%
DWM
90
Doyle Wealth Management
Florida
$2.9M +$74.5K +1,954 +3%
EH
91
Equitable Holdings
New York
$2.87M +$2.75M +72,054 New
LCM
92
LVM Capital Management
Michigan
$2.72M +$42.3K +1,110 +2%
WFWM
93
Wechter Feldman Wealth Management
New Jersey
$2.69M -$367K -9,625 -12%
JIC
94
JRM Investment Counsel
Nebraska
$2.69M -$598K -15,678 -19%
SFG
95
SNS Financial Group
Minnesota
$2.68M +$77.2K +2,024 +3%
SCM
96
Sterneck Capital Management
Missouri
$2.65M +$92K +2,412 +4%
SWM
97
Sanctuary Wealth Management
Idaho
$2.58M -$236K -6,184 -9%
LFG
98
LifePlan Financial Group
Ohio
$2.41M -$1.16M -30,390 -33%
BC
99
Brio Consultants
California
$2.38M -$18.3K -481 -0.8%
WS
100
Wedbush Securities
California
$2.35M -$3.77K -99 -0.2%
2 3
4
5 6

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.