State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
366 hedge funds and large institutions have $2.37B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 135 increasing their positions, 117 reducing their positions, and 15 closing their positions.
1,074% more call options, than puts
Call options by funds: $6.8M | Put options by funds: $579K
440% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 15
25% more capital invested
Capital invested by funds: $1.9B → $2.37B (+$472M)
24% more funds holding in top 10
Funds holding in top 10: 37 → 46 (+9)
21% more funds holding
Funds holding: 303 → 366 (+63)
15% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 117
3.3% more ownership
Funds ownership: 52.13% → 55.43% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$58.4M |
| 2 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$35.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$25.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$25M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BSWM
Boston Standard Wealth Management
Winchester,
Massachusetts
|
-$39.6M |
| 2 |
BPB
Badgley, Phelps & Bell
Seattle,
Washington
|
-$16.8M |
| 3 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
-$16.5M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$12.6M |
| 5 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$9.61M |
SPTM Hedge Fund Activity: Q4 2020 in Review
366 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) for Q4 2020, worth a combined $2.37B — up 25% from $1.9B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new SPTM positions and 15 closed out — a net gain of 66 holders — while 135 added to existing stakes and 117 trimmed.
The largest buyer was Wells Fargo, adding an estimated $58.4M. The largest seller was Boston Standard Wealth Management, cutting an estimated $39.6M.
- 366 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q4 2020, up from 303 in Q3 2020.
- Funds reported $2.37B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q4 2020, up 25% quarter-over-quarter.
- 81 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q4 2020 and 15 closed out, a net change of +66 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q4 2020 was Wells Fargo, an estimated $58.4M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q4 2020 was Boston Standard Wealth Management, an estimated $39.6M sold.
Based on aggregated 13F filings for Q4 2020.