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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

366 hedge funds and large institutions have $2.37B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 135 increasing their positions, 117 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+63
Holders Change %
+20.79%
% of All Funds
6.49%
Holding in Top 10
46
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+24.32%
% of All Funds
0.82%
New
81
Increased
135
Reduced
117
Closed
15
Calls
$6.8M
Puts
$579K
Net Calls
+$6.22M
Net Calls Change
-$7.76M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$61.8M
2
AIM
Astor Investment Management
Illinois
+$37.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.1M
4
LPL Financial
LPL Financial
California
+$26.4M
5
AWM
AE Wealth Management
Kansas
+$18.3M

Top Sellers

1
BSWM
Boston Standard Wealth Management
Massachusetts
-$41.8M
2
BPB
Badgley, Phelps & Bell
Washington
-$17.8M
3
BIP
Blueprint Investment Partners
North Carolina
-$17.5M
4
FI
FormulaFolio Investments
Michigan
-$13.3M
5
SA
Stewardship Advisors
Pennsylvania
-$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
226
Laurel Wealth Advisors (California)
California
$519K -$3.14K -68 -0.6%
BJL
227
Brighton Jones LLC
Washington
$515K +$515K +11,182 New
KAS
228
Kestra Advisory Services
Texas
$497K +$497K +10,835 New
AFP
229
Ausdal Financial Partners
Iowa
$494K -$207K -4,489 -30%
TYCC
230
Texas Yale Capital Corp
Florida
$482K -$34.5K -750 -7%
RFN
231
RDA Financial Network
Iowa
$482K +$8.02K +174 +2%
MCWS
232
McKinley Carter Wealth Services
West Virginia
$480K +$480K +10,421 New
HB
233
Homrich & Berg
Georgia
$479K -$20.7K -449 -4%
AMCA
234
Arthur M. Cohen & Associates
Illinois
$477K +$477K +10,340 New
APA
235
American Portfolios Advisors
New York
$466K -$1.01M -21,985 -69%
BSW
236
Buckingham Strategic Wealth
Missouri
$464K +$20.7K +449 +5%
JPG
237
Jordan Park Group
California
$454K -$17.8K -386 -4%
IF
238
Intrua Financial
Texas
$445K -$234K -5,092 -35%
ISWM
239
Independent Solutions Wealth Management
New York
$428K -$25.7K -558 -6%
DWP
240
Destiny Wealth Partners
Florida
$425K +$425K +9,228 New
GLA
241
Good Life Advisors
Pennsylvania
$418K +$39.9K +870 +11%
Fidelity Investments
242
Fidelity Investments
Massachusetts
$413K +$25.8K +560 +7%
WWM
243
Western Wealth Management
Colorado
$406K +$406K +8,814 New
VIM
244
Vista Investment Management
Pennsylvania
$405K -$105K -2,271 -21%
SWM
245
Stockman Wealth Management
Montana
$403K -$7.89K -171 -2%
AIP
246
Ameritas Investment Partners
Nebraska
$402K -$12K -261 -3%
RSWM
247
Robertson Stephens Wealth Management
California
$402K – – –
TF
248
TLWM Financial
Texas
$402K +$14.6K +317 +4%
BFA
249
Beacon Financial Advisory
Ohio
$394K +$56.3K +1,222 +17%
PCA
250
Personal Capital Advisors
California
$392K +$392K +8,499 New
8 9
10
11 12