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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
ODCM
176
Old Dominion Capital Management
Virginia
$568K – – –
CWM
177
Cornerstone Wealth Management
Missouri
$562K +$538K +14,100 New
Wolverine Trading
178
Wolverine Trading
Illinois
$555K +$532K +13,956 New
PCP
179
Proficio Capital Partners
Massachusetts
$540K – – –
AFP
180
Ausdal Financial Partners
Iowa
$537K +$38.3K +1,005 +8%
S
181
SignatureFD
Georgia
$512K +$3.13K +82 +0.6%
CAAS
182
Capital Asset Advisory Services
Michigan
$501K +$461K +12,094 New
VHAM
183
Van Hulzen Asset Management
California
$498K -$24K -630 -5%
JFA
184
JNBA Financial Advisors
Minnesota
$474K -$162K -4,250 -26%
DAS
185
Dynamic Advisor Solutions
Arizona
$469K -$479K -12,563 -52%
ACM
186
AlphaStar Capital Management
North Carolina
$465K +$27.9K +731 +7%
CG
187
Cutler Group
California
$458K +$438K +11,500 New
WAS
188
Wealth Advisory Solutions
Indiana
$457K +$438K +11,481 New
Stifel Financial
189
Stifel Financial
Missouri
$453K +$434K +11,388 New
RFN
190
RDA Financial Network
Iowa
$451K -$9.46K -248 -2%
TYCC
191
Texas Yale Capital Corp
Florida
$447K – – –
BWA
192
Beam Wealth Advisors
Louisiana
$446K +$426K +11,187 New
HWM
193
Howard Wealth Management
Connecticut
$434K +$416K +10,905 New
MWM
194
Moulton Wealth Management
Washington
$430K +$410K +10,763 New
TWP
195
Tempus Wealth Planning
California
$422K +$403K +10,584 New
BFA
196
Beacon Financial Advisory
Ohio
$397K +$380K +9,975 New
PWM
197
Paulson Wealth Management
Illinois
$391K -$103K -2,691 -22%
ISWM
198
Independent Solutions Wealth Management
New York
$390K +$373K +9,778 New
TF
199
TLWM Financial
Texas
$386K +$16.9K +443 +5%
ACM
200
Anfield Capital Management
California
$385K +$357K +9,362 New
6 7
8
9 10

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.