SPTM icon

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 %
TWP
276
TFO Wealth Partners
Ohio
$16K 435 -85 -16%
SIM
277
Sonora Investment Management
Arizona
$15K 408 +408 New
WFMPM
278
Woodley Farra Manion Portfolio Management
Indiana
$14K 382 – –
SCA
279
Stuart Chaussee & Associates
California
$13K 356 – –
Citigroup
280
Citigroup
New York
$11K 278 +28 +11%
BC
281
Barnett & Company
Tennessee
$8K 215 – –
US Bancorp
282
US Bancorp
Minnesota
$7K 173 – –
Deutsche Bank
283
Deutsche Bank
Germany
$7K 188 +188 New
HF
284
Halpern Financial
Virginia
$4.08K 108 +108 New
William Blair & Company
285
William Blair & Company
Illinois
$4K 107 -793 -88%
FRA
286
Front Row Advisors
California
$4K 107 – –
GTAM
287
Global Trust Asset Management
Florida
$4K 103 – –
SPIA
288
Steward Partners Investment Advisory
New York
$4K 105 +74 +239%
CG
289
Cutler Group
California
$3K 82 -91,300 -100%
AAP
290
Arax Advisory Partners
Colorado
$3K 74 – –
RG
291
Retirement Group
California
$3K 90 +90 New
TWA
292
TCI Wealth Advisors
Arizona
$2K 65 – –
FCM
293
Firestone Capital Management
Florida
$2K 45 – –
First Manhattan
294
First Manhattan
New York
$2K 54 +54 New
GEA
295
Glen Eagle Advisors
New Jersey
$1.47K 39 -192 -83%
CAC
296
Certified Advisory Corp
Florida
$1K 34 -10 -23%
EW
297
Evoke Wealth
California
$1K 38 – –
WIM
298
Westside Investment Management
California
$734 19,435 +14,435 +289%
AWA
299
Arkadios Wealth Advisors
Georgia
$623 16 +16 New
FFC
300
Fure Financial Corporation
Minnesota
– – -105,677 Closed
9 10 11
12
13