State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
462 hedge funds and large institutions have $3.59B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 183 increasing their positions, 170 reducing their positions, and 35 closing their positions.
11% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 35
8% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 170
1% less funds holding
Funds holding: 466 → 462 (-4)
2% less capital invested
Capital invested by funds: $3.66B → $3.59B (-$65.3M)
1.46% less ownership
Funds ownership: 60.66% → 59.19% (-1.5%)
5% less funds holding in top 10
Funds holding in top 10: 61 → 58 (-3)
68% less call options, than puts
Call options by funds: $11.2M | Put options by funds: $35.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$86.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$47.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$30M |
| 4 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$26.5M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cigna Investments
Bloomfield,
Connecticut
|
-$63.9M |
| 2 |
FQ
First Quadrant
Glendale,
California
|
-$63.9M |
| 3 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
-$28.5M |
| 4 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$19.9M |
| 5 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
-$12.1M |
SPTM Hedge Fund Activity: Q1 2022 in Review
462 of the 6,360 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 2022, worth a combined $3.59B — down 1.8% from $3.66B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new SPTM positions and 35 closed out — a net gain of 4 holders — while 183 added to existing stakes and 170 trimmed.
The largest buyer was Valmark Advisers, adding an estimated $86.3M. The largest seller was Cigna Investments, exiting entirely with an estimated $63.9M sold.
- 462 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q1 2022, down from 466 in Q4 2021.
- Funds reported $3.59B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q1 2022, down 1.8% quarter-over-quarter.
- 39 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q1 2022 and 35 closed out, a net change of +4 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q1 2022 was Valmark Advisers, an estimated $86.3M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q1 2022 was Cigna Investments, an estimated $63.9M sold.
Based on aggregated 13F filings for Q1 2022.