We are live on ! Find out more
SPTM icon

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

214 hedge funds and large institutions have $1.79B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 112 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 54

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

9% more capital invested

Capital invested by funds: $1.65B → $1.79B (+$142M)

5% more funds holding

Funds holding: 204214 (+10)

1.94% less ownership

Funds ownership: 53.29%51.35% (-1.9%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
214
Holders Change
+10
Holders Change %
+4.9%
% of All Funds
4.65%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.5%
New
26
Increased
112
Reduced
54
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KLI
151
Kelman-Lazarov Inc
Tennessee
$328K -$5.95K -166 -2%
SWM
152
Stockman Wealth Management
Montana
$313K
NP
153
NorthRock Partners
Minnesota
$311K -$26.7K -744 -8%
DWM
154
Darwin Wealth Management
Florida
$310K -$17.9K -500 -6%
JGIA
155
Jackson Grant Investment Advisers
Connecticut
$310K +$17.1K +476 +6%
TF
156
TLWM Financial
Texas
$305K +$59.3K +1,655 +25%
GLA
157
Good Life Advisors
Pennsylvania
$258K +$358 +10 +0.1%
PAG
158
Private Advisor Group
New Jersey
$255K +$5.02K +140 +2%
FWM
159
Focused Wealth Management
New York
$252K +$64.6K +1,803 +35%
CIA
160
Capital Investment Advisors
Georgia
$243K
RW
161
REDW Wealth
New Mexico
$238K -$2.26K -63 -1%
AC
162
Alexandria Capital
Virginia
$233K +$20.5K +571 +10%
ATFA
163
All Terrain Financial Advisors
Minnesota
$227K -$9.21K -257 -4%
AWM
164
AE Wealth Management
Kansas
$221K +$5.48K +153 +3%
WAP
165
Wealthcare Advisory Partners
Pennsylvania
$221K +$162K +4,533 +295%
MCM
166
Murphy Capital Management
New Jersey
$215K +$1.79K +50 +0.9%
FAM
167
Formidable Asset Management
Ohio
$214K -$728K -20,328 -78%
SWA
168
Stratos Wealth Advisors
Ohio
$213K +$210K +5,853 New
LFAS
169
Level Four Advisory Services
Texas
$209K +$201K +5,597 New
SP
170
Successful Portfolios
Florida
$207K -$3.58K -100 -2%
CA
171
Continuum Advisory
Idaho
$204K +$199K +5,558 New
TI
172
Truepoint Inc
Ohio
$202K +$198K +5,538 New
TFS
173
TrustCore Financial Services
Tennessee
$197K +$193K +5,400 New
BBA
174
Braun-Bostich & Associates
Pennsylvania
$167K -$28.7K -801 -15%
IRC
175
Investors Research Corp
Georgia
$150K +$148K +4,122 New

SPTM Hedge Fund Activity: Q2 2019 in Review

214 of the 4,604 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 2019, worth a combined $1.79B — up 8.6% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SPTM positions and 13 closed out — a net gain of 13 holders — while 112 added to existing stakes and 54 trimmed.

The largest buyer was Allworth Financial, adding an estimated $40.4M. The largest seller was Sanctuary Wealth Management, cutting an estimated $10.5M.

  • 214 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q2 2019, up from 204 in Q1 2019.
  • Funds reported $1.79B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q2 2019, up 8.6% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q2 2019 and 13 closed out, a net change of +13 holders.
  • The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q2 2019 was Allworth Financial, an estimated $40.4M added.
  • The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q2 2019 was Sanctuary Wealth Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2019.