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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 %
FC
276
Fusion Capital
South Carolina
$313K -$44.1K -957 -12%
WCA
277
Westover Capital Advisors
Delaware
$299K +$27.7K +601 +10%
WS
278
Wedbush Securities
California
$299K +$299K +6,489 New
FMI
279
F/M Investments
District of Columbia
$298K +$298K +6,459 New
Jane Street
280
Jane Street
New York
$290K -$1.11M -24,002 -79%
CIA
281
Capital Investment Advisors
Georgia
$284K – – –
PWM
282
Perigon Wealth Management
California
$279K – – –
TFS
283
TrustCore Financial Services
Tennessee
$277K +$27.7K +600 +11%
RPGK
284
Retirement Planning Group (Kansas)
Kansas
$275K +$275K +5,971 New
BCFS
285
Butensky & Cohen Financial Security
Florida
$265K +$14.1K +306 +6%
Renaissance Technologies
286
Renaissance Technologies
New York
$263K -$96.9K -2,100 -27%
FAM
287
Formidable Asset Management
Ohio
$260K – – –
GCA
288
Gradient Capital Advisors
California
$256K +$3K +65 +1%
ECM
289
Exchange Capital Management
Michigan
$256K +$256K +5,559 New
CHAM
290
Clear Harbor Asset Management
Connecticut
$250K +$599 +13 +0.2%
UFA
291
US Financial Advisors
Massachusetts
$245K +$245K +5,315 New
HPC
292
Hobart Private Capital
North Carolina
$245K +$245K +5,311 New
CCT
293
Country Club Trust
Missouri
$241K – – –
CIA
294
Compass Ion Advisors
Pennsylvania
$238K -$127K -2,760 -35%
TFA
295
Teamwork Financial Advisors
Texas
$237K +$138 +3 +0.1%
SP
296
Successful Portfolios
Florida
$235K – – –
TWP
297
Tempus Wealth Planning
California
$232K -$27.6K -599 -11%
TC
298
Telemus Capital
Michigan
$232K +$232K +5,025 New
FWM
299
Focused Wealth Management
New York
$229K +$2.36K +51 +1%
OGF
300
Orin Green Financial
California
$229K +$229K +4,965 New
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