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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

298 hedge funds and large institutions have $1.75B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 22 closing their positions.

Holders
298
Holders Change
+17
Holders Change %
+6.05%
% of All Funds
6.13%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.76%
New
41
Increased
105
Reduced
115
Closed
22
Calls
$1.37M
Puts
$374K
Net Calls
+$996K
Net Calls Change
+$1.52M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$120M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$78.8M
3
PAG
3
Private Advisor Group
New Jersey
$50M
4
BIP
4
Blueprint Investment Partners
North Carolina
$36.2M
5
RW
5
RVW Wealth
California
$19M

Top Sellers

1
AFG
1
Affinia Financial Group
Massachusetts
$3.01M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$512K
3
WEPOG
3
Wealth Enhancement & Preservation of GA
Georgia
$6.73M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$39M
Name Market Value Shares Shares
Change 		Shares
Change %
CHAM
251
Clear Harbor Asset Management
Connecticut
$204K 5,409 +5,409 New
FWM
252
Focused Wealth Management
New York
$186K 4,929 +20 +0.4%
WP
253
WealthShield Partners
North Carolina
$128K 3,381 +3,381 New
RBC
254
Roble Belko & Company
Pennsylvania
$112K 2,968 +328 +12%
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$110K 2,900 -2,770 -49%
Loomis, Sayles & Company
256
Loomis, Sayles & Company
Massachusetts
$104K 2,760 – –
BlackRock
257
BlackRock
New York
$103K 2,715 +52 +2%
FANJ
258
Financial Architects (New Jersey)
New Jersey
$86K 2,264 – –
CAN
259
Cetera Advisor Networks
California
$84K 2,235 +2,235 New
VFA
260
Valeo Financial Advisors
Indiana
$83K 2,194 +1,785 +436%
MFT
261
Moisand Fitzgerald Tamayo
Florida
$82K 2,174 +89 +4%
HNB
262
Huntington National Bank
Ohio
– – – –
MAM
263
Meeder Asset Management
Ohio
$70K 1,848 +1,848 New
AA
264
Ancora Advisors
Ohio
$68K 1,788 – –
SIS
265
Sound Income Strategies
Florida
$61K 1,616 -18 -1%
TPWA
266
TRUE Private Wealth Advisors
Oregon
$49K 1,306 +6 +0.5%
TFGT
267
TS Financial Group (TSFG)
Illinois
$43K 1,133 +1,133 New
MA
268
MUFG Americas
New York
$42K 1,112 – –
CL
269
Cabana LLC
Arkansas
$38K 996 +996 New
RE
270
RBC Europe
United Kingdom
$34K 900 – –
PNC Financial Services Group
271
PNC Financial Services Group
Pennsylvania
$30K 785 – –
CFGS
272
Concourse Financial Group Securities
Alabama
$29K 764 +764 New
SWA
273
Sutton Wealth Advisors
Florida
$28.2K 747 – –
MIM
274
Macroview Investment Management
Maryland
$25K 651 +3 +0.5%
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$16K 419 -1,034 -71%
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