State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
390 hedge funds and large institutions have $3.14B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 153 increasing their positions, 146 reducing their positions, and 11 closing their positions.
236% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 11
35% more call options, than puts
Call options by funds: $15.8M | Put options by funds: $11.7M
22% more capital invested
Capital invested by funds: $2.58B → $3.14B (+$559M)
12.19% more ownership
Funds ownership: 55.52% → 67.71% (+12%)
6% more funds holding
Funds holding: 369 → 390 (+21)
5% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 146
2% less funds holding in top 10
Funds holding in top 10: 43 → 42 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFS
Weitzel Financial Services
Dubuque,
Iowa
|
+$658M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$45.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$19.5M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$17M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$15.3M |
| 2 |
Belvedere Trading
Chicago,
Illinois
|
-$12.7M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$9.55M |
| 4 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$9.42M |
| 5 |
BFS
Bickling Financial Services
Lexington,
Massachusetts
|
-$7.12M |
SPTM Hedge Fund Activity: Q2 2021 in Review
390 of the 5,745 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 2021, worth a combined $3.14B — up 22% from $2.58B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SPTM positions and 11 closed out — a net gain of 26 holders — while 153 added to existing stakes and 146 trimmed.
The largest buyer was Weitzel Financial Services, adding an estimated $658M. The largest seller was Voya Financial Advisors, exiting entirely with an estimated $15.3M sold.
- 390 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q2 2021, up from 369 in Q1 2021.
- Funds reported $3.14B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q2 2021, up 22% quarter-over-quarter.
- 37 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q2 2021 and 11 closed out, a net change of +26 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q2 2021 was Weitzel Financial Services, an estimated $658M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q2 2021 was Voya Financial Advisors, an estimated $15.3M sold.
Based on aggregated 13F filings for Q2 2021.