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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

289 hedge funds and large institutions have $2.48B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 106 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+62
Holders Change %
+27.31%
% of All Funds
5.71%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.77%
New
78
Increased
106
Reduced
79
Closed
13
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
FI
FormulaFolio Investments
Michigan
$77.4M
2
AF
Allworth Financial
California
$634M
3
Truist Financial
Truist Financial
North Carolina
$10.3M
4
AAS
Annex Advisory Services
Wisconsin
$95.1M
5
WP
WealthPLAN Partners
Nebraska
$17.4M

Top Sellers

1
SC
Savant Capital
Illinois
$8.33M
2
BL
Balentine LLC
Georgia
$114M
3
Jane Street
Jane Street
New York
$973K
4
NAS
Nicolet Advisory Services
Wisconsin
$8.2M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFMPM
276
Woodley Farra Manion Portfolio Management
Indiana
$12K +$12K +297 New
WQ
277
Wealth Quarterback
New Jersey
$10.6K +$10.6K +267 New
Citigroup
278
Citigroup
New York
$10K – – –
BC
279
Barnett & Company
Tennessee
$9K – – –
US Bancorp
280
US Bancorp
Minnesota
$7K +$7K +173 New
FCM
281
Firestone Capital Management
Florida
$5K +$5K +115 New
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$4K -$43.3K -953 -92%
AIS
283
Accurate Investment Solutions
Pennsylvania
$4K -$5K -140 -56%
GTAM
284
Global Trust Asset Management
Florida
$4K +$39 +1 +1%
FRA
285
Front Row Advisors
California
$4K +$972 +26 +32%
CA
286
Crewe Advisors
Utah
$3K -$11.4K -327 -79%
AAP
287
Arax Advisory Partners
Colorado
$3K – – –
TWA
288
TCI Wealth Advisors
Arizona
$3K – – –
CAC
289
Certified Advisory Corp
Florida
$1K -$2.8K -84 -74%
IFWM
290
Institute for Wealth Management
Colorado
$1K +$1K +33 New
WP
291
WealthSource Partners
California
– -$2.56M -69,564 Closed
PWAG
292
Polaris Wealth Advisory Group
California
– -$2.38M -66,852 Closed
Susquehanna International Group
293
Susquehanna International Group
Pennsylvania
– -$1.88M -51,235 Closed
GM
294
GeoWealth Management
Illinois
– -$1.39M -37,905 Closed
Simplex Trading
295
Simplex Trading
Illinois
– -$1.22M -33,091 Closed
CA
296
Cetera Advisors
Colorado
– -$588K -16,105 Closed
PA
297
PFG Advisors
Arizona
– -$351K -9,752 Closed
RCG
298
Ruggie Capital Group
Florida
– -$249K -6,780 Closed
FWM
299
Foresight Wealth Management
Utah
– -$204K -5,557 Closed
CAN
300
Claraphi Advisory Network
United States
– -$18K -480 Closed
9 10 11
12
13