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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

369 hedge funds and large institutions have $2.58B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 131 increasing their positions, 161 reducing their positions, and 26 closing their positions.

Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
6.5%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.76%
New
32
Increased
131
Reduced
161
Closed
26
Calls
$5.39M
Puts
$3.04M
Net Calls
+$2.35M
Net Calls Change
-$3.87M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$232M
2
PAS
2
Park Avenue Securities
New York
$23.5M
3
BIP
3
Blueprint Investment Partners
North Carolina
$22.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$61.8M
5
PFA
5
Professional Financial Advisors
Nebraska
$19.8M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$6.73M
2
SS
2
Simplicity Solutions
Minnesota
$0
3
BSWM
3
Boston Standard Wealth Management
Massachusetts
$23.6M
4
LFAS
4
Level Four Advisory Services
Texas
$1M
5
Ameriprise
5
Ameriprise
Minnesota
$4.87M
Name Market Value Shares Shares
Change 		Shares
Change %
CFAM
226
Center For Asset Management
Florida
$655K 13,314 -403 -3%
GF
227
Goodman Financial
Texas
$647K 13,159 +8,271 +169%
ASW
228
Astoria Strategic Wealth
Texas
$642K 13,058 +1,114 +9%
RJA
229
Raymond James & Associates
Florida
$625K 12,701 -159 -1%
MIM
230
Moseley Investment Management
Florida
$612K 12,433 -2,079 -14%
G
231
GenTrust
Florida
$606K 12,562 +12,562 New
FWP
232
Firethorn Wealth Partners
Georgia
$599K 12,186 -3,123 -20%
VWA
233
V Wealth Advisors
Kansas
$596K 12,118 +573 +5%
SW
234
SlateStone Wealth
Florida
$595K 12,088 -18,868 -61%
AFP
235
Ausdal Financial Partners
Iowa
$573K 11,656 +938 +9%
LWAC
236
Laurel Wealth Advisors (California)
California
$571K 11,618 +362 +3%
HB
237
Homrich & Berg
Georgia
$538K 10,935 +541 +5%
GLA
238
Good Life Advisors
Pennsylvania
$525K 10,644 +1,541 +17%
CA
239
Continuum Advisory
Idaho
$516K 10,020 +1,939 +24%
TYCC
240
Texas Yale Capital Corp
Florida
$515K 10,466 – –
AMCA
241
Arthur M. Cohen & Associates
Illinois
$509K 10,340 – –
RFN
242
RDA Financial Network
Iowa
$507K 10,313 -150 -1%
EWM
243
Echo Wealth Management
Minnesota
$501K 10,177 +10,177 New
UFA
244
US Financial Advisors
Massachusetts
$494K 10,043 +4,728 +89%
JPG
245
Jordan Park Group
California
$485K 9,861 – –
TC
246
Telemus Capital
Michigan
$473K 9,383 +4,358 +87%
Fidelity Investments
247
Fidelity Investments
Massachusetts
$455K 9,257 +299 +3%
CAAS
248
Capital Asset Advisory Services
Michigan
$450K 9,148 -5,738 -39%
DWP
249
Destiny Wealth Partners
Florida
$449K 9,132 -96 -1%
WWM
250
Western Wealth Management
Colorado
$443K 9,002 +188 +2%
8 9
10
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