State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
204 hedge funds and large institutions have $1.65B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 60 reducing their positions, and 19 closing their positions.
79% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 19
47% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 60
17% more capital invested
Capital invested by funds: $1.41B → $1.65B (+$243M)
7% more funds holding
Funds holding: 191 → 204 (+13)
3.55% less ownership
Funds ownership: 56.84% → 53.29% (-3.5%)
14% less funds holding in top 10
Funds holding in top 10: 28 → 24 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$31.5M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$28M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$21.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$15.1M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
CX Institutional
Auburn,
Indiana
|
-$32.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$22.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$22.5M |
| 4 |
CG
CFO4Life Group
Coppell,
Texas
|
-$21.1M |
| 5 |
TWM
TLW Wealth Management
Indian Rocks Beach,
Florida
|
-$11.9M |
SPTM Hedge Fund Activity: Q1 2019 in Review
204 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) for Q1 2019, worth a combined $1.65B — up 17% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new SPTM positions and 19 closed out — a net gain of 15 holders — while 88 added to existing stakes and 60 trimmed.
The largest buyer was TD Ameritrade Investment Management, opening a new position worth an estimated $31.5M. The largest seller was CX Institutional, cutting an estimated $32.4M.
- 204 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q1 2019, up from 191 in Q4 2018.
- Funds reported $1.65B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q1 2019, up 17% quarter-over-quarter.
- 34 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q1 2019 and 19 closed out, a net change of +15 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q1 2019 was TD Ameritrade Investment Management, an estimated $31.5M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q1 2019 was CX Institutional, an estimated $32.4M sold.
Based on aggregated 13F filings for Q1 2019.