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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

289 hedge funds and large institutions have $2.48B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 106 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+62
Holders Change %
+27.31%
% of All Funds
5.71%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.77%
New
78
Increased
106
Reduced
79
Closed
13
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
FI
FormulaFolio Investments
Michigan
$77.4M
2
AF
Allworth Financial
California
$634M
3
Truist Financial
Truist Financial
North Carolina
$10.3M
4
AAS
Annex Advisory Services
Wisconsin
$95.1M
5
WP
WealthPLAN Partners
Nebraska
$17.4M

Top Sellers

1
SC
Savant Capital
Illinois
$8.33M
2
BL
Balentine LLC
Georgia
$114M
3
Jane Street
Jane Street
New York
$973K
4
NAS
Nicolet Advisory Services
Wisconsin
$8.2M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
226
DAGCO Inc
Ohio
$269K +$28.4K +711 +12%
SWA
227
Stratos Wealth Advisors
Ohio
$267K +$33.8K +847 +14%
IWP
228
IAG Wealth Partners
Wisconsin
$260K +$260K +6,517 New
RJA
229
Raymond James & Associates
Florida
$258K +$258K +6,462 New
AC
230
Alexandria Capital
Virginia
$252K -$5.06K -127 -2%
NF
231
Nikulski Financial
Iowa
$239K +$239K +5,927 New
TI
232
Truepoint Inc
Ohio
$235K +$2.39K +60 +1%
CIA
233
Capital Investment Advisors
Georgia
$232K -$11.6K -290 -5%
IWC
234
Integrated Wealth Concepts
Massachusetts
$231K +$231K +5,801 New
FAM
235
Formidable Asset Management
Ohio
$225K – – –
TFA
236
Teamwork Financial Advisors
Texas
$224K +$224K +5,620 New
GCA
237
Gradient Capital Advisors
California
$219K +$219K +5,486 New
CHAM
238
Clear Harbor Asset Management
Connecticut
$216K +$216K +5,409 New
TFS
239
TrustCore Financial Services
Tennessee
$215K – – –
SP
240
Successful Portfolios
Florida
$203K -$35.9K -900 -15%
ADL
241
Asset Dedication LLC
California
$203K +$69.6K +1,761 +52%
BAM
242
Baldrige Asset Management
Pennsylvania
$202K +$202K +5,070 New
MWPCG
243
Measured Wealth Private Client Group
New Hampshire
$201K -$33.2K -832 -14%
FWM
244
Focused Wealth Management
New York
$193K +$2.99K +75 +2%
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$125K – – –
BlackRock
246
BlackRock
New York
$119K -$10.7K -269 -8%
Loomis, Sayles & Company
247
Loomis, Sayles & Company
Massachusetts
$110K – – –
TA
248
TFG Advisers
Michigan
$104K +$104K +2,614 New
ASN
249
Advisory Services Network
Georgia
$93K +$28.3K +713 +44%
SIS
250
Sound Income Strategies
Florida
$84K -$1.87K -47 -2%
8 9
10
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