State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
298 hedge funds and large institutions have $1.75B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 22 closing their positions.
266% more call options, than puts
Call options by funds: $1.37M | Put options by funds: $374K
86% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 22
35% more capital invested
Capital invested by funds: $1.3B → $1.75B (+$452M)
6% more funds holding
Funds holding: 281 → 298 (+17)
6% more funds holding in top 10
Funds holding in top 10: 35 → 37 (+2)
5.64% more ownership
Funds ownership: 45.58% → 51.22% (+5.6%)
9% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 115
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$50.4M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$35.6M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$28.2M |
| 4 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$27.9M |
| 5 |
RW
RVW Wealth
Los Angeles,
California
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFG
Affinia Financial Group
Burlington,
Massachusetts
|
-$24.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.8M |
| 3 |
WEPOG
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
-$9.54M |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$7.19M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.43M |
SPTM Hedge Fund Activity: Q2 2020 in Review
298 of the 4,877 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 2020, worth a combined $1.75B — up 35% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SPTM positions and 22 closed out — a net gain of 19 holders — while 105 added to existing stakes and 115 trimmed.
The largest buyer was LPL Financial, adding an estimated $50.4M. The largest seller was Affinia Financial Group, cutting an estimated $24.5M.
- 298 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q2 2020, up from 281 in Q1 2020.
- Funds reported $1.75B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q2 2020, up 35% quarter-over-quarter.
- 41 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q2 2020 and 22 closed out, a net change of +19 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q2 2020 was LPL Financial, an estimated $50.4M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q2 2020 was Affinia Financial Group, an estimated $24.5M sold.
Based on aggregated 13F filings for Q2 2020.