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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 Market Value Shares Shares
Change 		Shares
Change %
BAM
251
Baldrige Asset Management
Pennsylvania
$203K 4,953 +4,953 New
FWM
252
Focused Wealth Management
New York
$201K 4,908 -21 -0.4%
CPW
253
Catalyst Private Wealth
California
$200K 4,892 +4,892 New
BlackRock
254
BlackRock
New York
$164K 4,020 +1,305 +48%
IA
255
IFP Advisors
Florida
$157K 3,902 -14,297 -79%
TFGT
256
TS Financial Group (TSFG)
Illinois
$154K 3,773 +2,640 +233%
CG
257
Cutler Group
California
$146K 3,574 +3,492 +4,259%
WP
258
WealthShield Partners
North Carolina
$138K 3,381 – –
RBC
259
Roble Belko & Company
Pennsylvania
$121K 2,968 – –
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$119K 2,900 – –
Loomis, Sayles & Company
261
Loomis, Sayles & Company
Massachusetts
$113K 2,760 – –
VFA
262
Valeo Financial Advisors
Indiana
$88K 2,153 -41 -2%
MAM
263
Meeder Asset Management
Ohio
$88K 2,158 +310 +17%
AssetMark Inc
264
AssetMark Inc
California
$86K 2,105 +2,105 New
SC
265
SouthState Corp
Florida
$86K 2,109 +2,109 New
FCH
266
Freestone Capital Holdings
Washington
$85.8K 2,099 +2,099 New
PNC Financial Services Group
267
PNC Financial Services Group
Pennsylvania
$82K 1,985 +1,200 +153%
MFT
268
Moisand Fitzgerald Tamayo
Florida
$81K 1,978 -196 -9%
AA
269
Ancora Advisors
Ohio
$77K 1,888 +100 +6%
GSWM
270
Golden State Wealth Management
California
$77K 1,894 +1,894 New
SIS
271
Sound Income Strategies
Florida
$74K 1,816 +200 +12%
CFGS
272
Concourse Financial Group Securities
Alabama
$57K 1,400 +636 +83%
TPWA
273
TRUE Private Wealth Advisors
Oregon
$53K 1,310 +4 +0.3%
PFS
274
Prospera Financial Services
Texas
$52K 1,277 +1,277 New
US Bancorp
275
US Bancorp
Minnesota
$44K 1,075 +902 +521%
9 10
11
12 13