State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
144 hedge funds and large institutions have $1.01B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 29 reducing their positions, and 10 closing their positions.
190% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 10
131% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 29
111% more capital invested
Capital invested by funds: $477M → $1.01B (+$532M)
13.04% more ownership
Funds ownership: 33.18% → 46.23% (+13%)
13% more funds holding
Funds holding: 128 → 144 (+16)
6% less funds holding in top 10
Funds holding in top 10: 18 → 17 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$481M |
| 2 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
+$11.8M |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$11.8M |
| 4 |
IF
IRON Financial
Northbrook,
Illinois
|
+$9.51M |
| 5 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$6.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.72M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.52M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.64M |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$982K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$652K |
SPTM Hedge Fund Activity: Q2 2018 in Review
144 of the 4,385 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 2018, worth a combined $1.01B — up 111% from $477M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SPTM positions and 10 closed out — a net gain of 19 holders — while 67 added to existing stakes and 29 trimmed.
The largest buyer was Allworth Financial, adding an estimated $481M. The largest seller was Jane Street, cutting an estimated $5.72M.
- 144 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q2 2018, up from 128 in Q1 2018.
- Funds reported $1.01B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q2 2018, up 111% quarter-over-quarter.
- 29 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q2 2018 and 10 closed out, a net change of +19 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q2 2018 was Allworth Financial, an estimated $481M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q2 2018 was Jane Street, an estimated $5.72M sold.
Based on aggregated 13F filings for Q2 2018.