State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
168 hedge funds and large institutions have $1.3B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 30 reducing their positions, and 10 closing their positions.
240% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 10
180% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 30
29% more capital invested
Capital invested by funds: $1.01B → $1.3B (+$294M)
17% more funds holding
Funds holding: 144 → 168 (+24)
12% more funds holding in top 10
Funds holding in top 10: 17 → 19 (+2)
2.94% more ownership
Funds ownership: 46.23% → 49.16% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$36.2M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$19.8M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$19.3M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$15.2M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$4.16M |
| 2 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$3.55M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$2.47M |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$1.72M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.03M |
SPTM Hedge Fund Activity: Q3 2018 in Review
168 of the 4,391 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 2018, worth a combined $1.3B — up 29% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new SPTM positions and 10 closed out — a net gain of 24 holders — while 84 added to existing stakes and 30 trimmed.
The largest buyer was Allworth Financial, adding an estimated $36.2M. The largest seller was Formidable Asset Management, exiting entirely with an estimated $4.16M sold.
- 168 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q3 2018, up from 144 in Q2 2018.
- Funds reported $1.3B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q3 2018, up 29% quarter-over-quarter.
- 34 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q3 2018 and 10 closed out, a net change of +24 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q3 2018 was Allworth Financial, an estimated $36.2M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q3 2018 was Formidable Asset Management, an estimated $4.16M sold.
Based on aggregated 13F filings for Q3 2018.