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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

303 hedge funds and large institutions have $1.9B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 123 reducing their positions, and 24 closing their positions.

Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
6.13%
Holding in Top 10
37
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
33
Increased
103
Reduced
123
Closed
24
Calls
$14M
Puts
–
Net Calls
+$14M
Net Calls Change
+$13M

Top Buyers

1
FQ
1
First Quadrant
California
$56M
2
LPL Financial
2
LPL Financial
California
$146M
3
SCA
3
Snowden Capital Advisors
New York
$14.5M
4
FI
4
FormulaFolio Investments
Michigan
$58M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$39.9M

Top Sellers

1
BIP
1
Blueprint Investment Partners
North Carolina
$17.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$297K
3
SFS
3
Sowell Financial Services
Arkansas
$366K
4
WP
4
WealthPLAN Partners
Nebraska
$1.31M
5
UBS Group
5
UBS Group
Switzerland
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
226
Van Hulzen Asset Management
California
$295K – – –
NP
227
NorthRock Partners
Minnesota
$290K -$7.98K -195 -3%
KLI
228
Kelman-Lazarov Inc
Tennessee
$287K -$7.78K -190 -3%
CA
229
Crumly & Associates
Illinois
$286K – – –
MCM
230
Murphy Capital Management
New Jersey
$286K +$817 +20 +0.3%
IFG
231
Investors Financial Group
Minnesota
$280K – – –
AIG
232
American International Group
New York
$274K – – –
NF
233
Nikulski Financial
Iowa
$273K +$5.36K +131 +2%
IWC
234
Integrated Wealth Concepts
Massachusetts
$273K +$273K +6,676 New
FAIM
235
Financial Advocates Investment Management
Washington
$272K +$272K +6,647 New
MSAM
236
Moloney Securities Asset Management
Missouri
$253K +$253K +6,197 New
CIA
237
Capital Investment Advisors
Georgia
$252K – – –
PWM
238
Perigon Wealth Management
California
$248K +$13.5K +330 +6%
WCA
239
Westover Capital Advisors
Delaware
$241K +$241K +5,895 New
FAM
240
Formidable Asset Management
Ohio
$231K – – –
TWP
241
Tempus Wealth Planning
California
$231K +$231K +5,642 New
GCA
242
Gradient Capital Advisors
California
$224K -$18.3K -448 -8%
BCFS
243
Butensky & Cohen Financial Security
Florida
$223K +$223K +5,444 New
CHAM
244
Clear Harbor Asset Management
Connecticut
$221K – – –
TFS
245
TrustCore Financial Services
Tennessee
$221K – – –
CCT
246
Country Club Trust
Missouri
$215K +$215K +5,256 New
NC
247
NovaPoint Capital
Georgia
$215K +$215K +5,257 New
AC
248
Alexandria Capital
Virginia
$214K +$214K +5,223 New
TFA
249
Teamwork Financial Advisors
Texas
$211K -$21.5K -524 -9%
SP
250
Successful Portfolios
Florida
$208K +$208K +5,090 New
8 9
10
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