State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
214 hedge funds and large institutions have $1.79B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 112 increasing their positions, 54 reducing their positions, and 13 closing their positions.
107% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 54
100% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 13
9% more capital invested
Capital invested by funds: $1.65B → $1.79B (+$142M)
5% more funds holding
Funds holding: 204 → 214 (+10)
1.94% less ownership
Funds ownership: 53.29% → 51.35% (-1.9%)
4% less funds holding in top 10
Funds holding in top 10: 24 → 23 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$40.4M |
| 2 |
LFGH
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
+$10.8M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$6.34M |
| 4 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$5.25M |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$4.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Sanctuary Wealth Management
Pocatello,
Idaho
|
-$10.5M |
| 2 |
IF
IRON Financial
Northbrook,
Illinois
|
-$9.72M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$6.48M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.25M |
| 5 |
Goldman Sachs
New York
|
-$3.83M |
SPTM Hedge Fund Activity: Q2 2019 in Review
214 of the 4,604 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 2019, worth a combined $1.79B — up 8.6% from $1.65B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SPTM positions and 13 closed out — a net gain of 13 holders — while 112 added to existing stakes and 54 trimmed.
The largest buyer was Allworth Financial, adding an estimated $40.4M. The largest seller was Sanctuary Wealth Management, cutting an estimated $10.5M.
- 214 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q2 2019, up from 204 in Q1 2019.
- Funds reported $1.79B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q2 2019, up 8.6% quarter-over-quarter.
- 26 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q2 2019 and 13 closed out, a net change of +13 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q2 2019 was Allworth Financial, an estimated $40.4M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q2 2019 was Sanctuary Wealth Management, an estimated $10.5M sold.
Based on aggregated 13F filings for Q2 2019.