State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
368 hedge funds and large institutions have $2.94B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 131 increasing their positions, 160 reducing their positions, and 26 closing their positions.
77% more call options, than puts
Call options by funds: $5.39M | Put options by funds: $3.04M
23% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 26
8% more capital invested
Capital invested by funds: $2.71B → $2.94B (+$230M)
1% more funds holding
Funds holding: 366 → 368 (+2)
0.08% more ownership
Funds ownership: 55.43% → 55.51% (+0.08%)
4% less funds holding in top 10
Funds holding in top 10: 45 → 43 (-2)
18% less repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 160
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$27.9M |
| 2 |
PAS
Park Avenue Securities
New York
|
+$22.8M |
| 3 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$22.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.5M |
| 5 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$47.7M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$18.8M |
| 3 |
BSWM
Boston Standard Wealth Management
Winchester,
Massachusetts
|
-$12.8M |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$11.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.1M |
SPTM Hedge Fund Activity: Q1 2021 in Review
368 of the 5,711 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 2021, worth a combined $2.94B — up 8.5% from $2.71B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SPTM positions and 26 closed out — a net gain of 6 holders — while 131 added to existing stakes and 160 trimmed.
The largest buyer was LPL Financial, adding an estimated $27.9M. The largest seller was FormulaFolio Investments, cutting an estimated $47.7M.
- 368 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q1 2021, up from 366 in Q4 2020.
- Funds reported $2.94B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q1 2021, up 8.5% quarter-over-quarter.
- 32 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q1 2021 and 26 closed out, a net change of +6 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q1 2021 was LPL Financial, an estimated $27.9M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $47.7M sold.
Based on aggregated 13F filings for Q1 2021.