State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
390 hedge funds and large institutions have $3.2B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 11 closing their positions.
245% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 11
35% more call options, than puts
Call options by funds: $15.8M | Put options by funds: $11.7M
9% more capital invested
Capital invested by funds: $2.94B → $3.2B (+$261M)
6% more funds holding
Funds holding: 368 → 390 (+22)
1% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 148
1.14% less ownership
Funds ownership: 55.51% → 54.37% (-1.1%)
2% less funds holding in top 10
Funds holding in top 10: 43 → 42 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$45.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$19.5M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$17M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$14.9M |
| 5 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$8.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFS
Weitzel Financial Services
Dubuque,
Iowa
|
-$17.6M |
| 2 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$15.3M |
| 3 |
Belvedere Trading
Chicago,
Illinois
|
-$12.7M |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$9.55M |
| 5 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$9.42M |
SPTM Hedge Fund Activity: Q2 2021 in Review
390 of the 5,767 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 2021, worth a combined $3.2B — up 8.9% from $2.94B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SPTM positions and 11 closed out — a net gain of 27 holders — while 150 added to existing stakes and 148 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $45.4M. The largest seller was Weitzel Financial Services, cutting an estimated $17.6M.
- 390 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q2 2021, up from 368 in Q1 2021.
- Funds reported $3.2B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q2 2021, up 8.9% quarter-over-quarter.
- 38 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q2 2021 and 11 closed out, a net change of +27 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $45.4M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q2 2021 was Weitzel Financial Services, an estimated $17.6M sold.
Based on aggregated 13F filings for Q2 2021.