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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 %
BC
251
Brio Consultants
California
$383K -$129K -2,805 -25%
S
252
SignatureFD
Georgia
$381K -$11.7K -254 -3%
GCP
253
GSA Capital Partners
United Kingdom
$375K +$375K +8,126 New
CA
254
Continuum Advisory
Idaho
$372K +$3.08K +67 +0.8%
IFG
255
Investors Financial Group
Minnesota
$370K +$55.1K +1,197 +18%
SIM
256
Sadoff Investment Management
Wisconsin
$369K -$369K -8,000 -50%
NF
257
Nikulski Financial
Iowa
$369K +$61.5K +1,335 +20%
PWMG
258
Prestige Wealth Management Group
New Jersey
$356K -$616K -13,360 -63%
JFA
259
JNBA Financial Advisors
Minnesota
$351K -$5.43K -118 -2%
CIAS
260
CFS Investment Advisory Services
New Jersey
$350K +$350K +7,603 New
HIMC
261
Heritage Investors Management Corp
Maryland
$349K -$46.1K -1,000 -12%
LK
262
Lumbard & Kellner
New Hampshire
$345K +$345K +7,493 New
JGIA
263
Jackson Grant Investment Advisers
Connecticut
$339K +$1.29K +28 +0.4%
AIG
264
American International Group
New York
$335K – – –
VHAM
265
Van Hulzen Asset Management
California
$333K – – –
CA
266
Crumly & Associates
Illinois
$333K +$1.47K +31 +0.4%
ACM
267
Armbruster Capital Management
New York
$331K +$331K +7,171 New
AFA
268
Atlanta Financial Associates
Georgia
$327K -$243K -5,276 -43%
HWM
269
Howard Wealth Management
Connecticut
$327K -$36K -783 -10%
NP
270
NorthRock Partners
Minnesota
$327K +$46 +1 +0%
BP
271
BCK Partners
New York
$327K +$327K +7,105 New
KLI
272
Kelman-Lazarov Inc
Tennessee
$323K – – –
MCM
273
Murphy Capital Management
New Jersey
$322K – – –
PP
274
PrairieView Partners
Minnesota
$320K -$25.7K -558 -7%
Cetera Investment Advisers
275
Cetera Investment Advisers
Illinois
$319K +$319K +6,912 New
9 10
11
12 13