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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 %
BPB
251
Badgley, Phelps & Bell
Washington
$442K 8,980 -9,475 -51%
SWM
252
Stockman Wealth Management
Montana
$435K 8,839 +100 +1%
MCWS
253
McKinley Carter Wealth Services
West Virginia
$432K 8,781 -1,640 -16%
RSWM
254
Robertson Stephens Wealth Management
California
$429K 8,730 – –
TF
255
TLWM Financial
Texas
$427K 8,710 -22 -0.3%
AIP
256
Ameritas Investment Partners
Nebraska
$419K 8,535 -193 -2%
VIM
257
Vista Investment Management
Pennsylvania
$409K 8,320 -460 -5%
BC
258
Brio Consultants
California
$405K 8,240 -67 -0.8%
NF
259
Nikulski Financial
Iowa
$401K 8,145 +138 +2%
IFG
260
Investors Financial Group
Minnesota
$398K 8,092 +55 +0.7%
SIM
261
Sadoff Investment Management
Wisconsin
$394K 8,000 – –
PTC
262
Private Trust Company
Ohio
$388K 7,898 -3,698 -32%
ISWM
263
Independent Solutions Wealth Management
New York
$386K 7,843 -1,453 -16%
LAS
264
Lloyd Advisory Services
Georgia
$382K 7,765 -5,157 -40%
JFA
265
JNBA Financial Advisors
Minnesota
$371K 7,534 -89 -1%
WCA
266
Westover Capital Advisors
Delaware
$369K 7,509 +1,013 +16%
JGIA
267
Jackson Grant Investment Advisers
Connecticut
$363K 7,386 +21 +0.3%
AIG
268
American International Group
New York
$357K 7,260 – –
MCM
269
Murphy Capital Management
New Jersey
$351K 7,150 +150 +2%
BHWM
270
Bay Harbor Wealth Management
Maryland
$348K 7,072 -4,876 -41%
CA
271
Crumly & Associates
Illinois
$347K 7,048 +23 +0.3%
TWP
272
Tempus Wealth Planning
California
$347K 7,063 +2,020 +40%
KLI
273
Kelman-Lazarov Inc
Tennessee
$345K 7,010 – –
ACM
274
Armbruster Capital Management
New York
$343K 6,964 -207 -3%
HWM
275
Howard Wealth Management
Connecticut
$340K 6,917 -196 -3%
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11
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