State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
227 hedge funds and large institutions have $1.89B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 116 increasing their positions, 59 reducing their positions, and 14 closing their positions.
107% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 14
97% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 59
17% more funds holding in top 10
Funds holding in top 10: 23 → 27 (+4)
6% more funds holding
Funds holding: 214 → 227 (+13)
6% more capital invested
Capital invested by funds: $1.79B → $1.89B (+$99.6M)
0.97% less ownership
Funds ownership: 51.35% → 50.37% (-0.97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$28.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$13.8M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$13.6M |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$10.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFP
Shepherd Financial Partners
Winchester,
Massachusetts
|
-$31.5M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$6.93M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$5.98M |
| 4 |
IF
IRON Financial
Northbrook,
Illinois
|
-$4.83M |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$4.63M |
SPTM Hedge Fund Activity: Q3 2019 in Review
227 of the 4,560 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 2019, worth a combined $1.89B — up 5.6% from $1.79B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SPTM positions and 14 closed out — a net gain of 15 holders — while 116 added to existing stakes and 59 trimmed.
The largest buyer was Allworth Financial, adding an estimated $28.5M. The largest seller was Shepherd Financial Partners, cutting an estimated $31.5M.
- 227 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q3 2019, up from 214 in Q2 2019.
- Funds reported $1.89B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q3 2019, up 5.6% quarter-over-quarter.
- 29 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q3 2019 and 14 closed out, a net change of +15 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q3 2019 was Allworth Financial, an estimated $28.5M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q3 2019 was Shepherd Financial Partners, an estimated $31.5M sold.
Based on aggregated 13F filings for Q3 2019.