State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
467 hedge funds and large institutions have $3.65B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 186 increasing their positions, 129 reducing their positions, and 18 closing their positions.
428% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 18
44% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 129
36% more funds holding in top 10
Funds holding in top 10: 45 → 61 (+16)
26% more capital invested
Capital invested by funds: $2.89B → $3.65B (+$760M)
18% more funds holding
Funds holding: 397 → 467 (+70)
6.13% more ownership
Funds ownership: 54.53% → 60.66% (+6.1%)
96% less call options, than puts
Call options by funds: $868K | Put options by funds: $21.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cigna Investments
Bloomfield,
Connecticut
|
+$61.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$49.8M |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$19M |
| 4 |
SF
Symphony Financial
Houston,
Texas
|
+$12.1M |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$43.6M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$9.7M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$8.6M |
| 4 |
K
Kemper
Chicago,
Illinois
|
-$6.64M |
| 5 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$4.49M |
SPTM Hedge Fund Activity: Q4 2021 in Review
467 of the 6,498 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 2021, worth a combined $3.65B — up 26% from $2.89B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new SPTM positions and 18 closed out — a net gain of 77 holders — while 186 added to existing stakes and 129 trimmed.
The largest buyer was Cigna Investments, opening a new position worth an estimated $61.9M. The largest seller was Brinker Capital Investments, cutting an estimated $43.6M.
- 467 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q4 2021, up from 397 in Q3 2021.
- Funds reported $3.65B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q4 2021, up 26% quarter-over-quarter.
- 95 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q4 2021 and 18 closed out, a net change of +77 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q4 2021 was Cigna Investments, an estimated $61.9M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q4 2021 was Brinker Capital Investments, an estimated $43.6M sold.
Based on aggregated 13F filings for Q4 2021.