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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

303 hedge funds and large institutions have $1.9B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 123 reducing their positions, and 24 closing their positions.

Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
6.13%
Holding in Top 10
37
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
33
Increased
103
Reduced
123
Closed
24
Calls
$14M
Puts
–
Net Calls
+$14M
Net Calls Change
+$13M

Top Buyers

1
FQ
1
First Quadrant
California
$56M
2
LPL Financial
2
LPL Financial
California
$146M
3
SCA
3
Snowden Capital Advisors
New York
$14.5M
4
FI
4
FormulaFolio Investments
Michigan
$58M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$39.9M

Top Sellers

1
BIP
1
Blueprint Investment Partners
North Carolina
$17.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$297K
3
SFS
3
Sowell Financial Services
Arkansas
$366K
4
WP
4
WealthPLAN Partners
Nebraska
$1.31M
5
UBS Group
5
UBS Group
Switzerland
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
301
Koshinski Asset Management
Illinois
$939 21,794 -18,201 -46%
WIM
302
Westside Investment Management
California
$826 20,215 +780 +4%
AWA
303
Arkadios Wealth Advisors
Georgia
$680 16 – –
WEPOG
304
Wealth Enhancement & Preservation of GA
Georgia
– – -178,017 Closed
DIP
305
DT Investment Partners
Pennsylvania
– – -41,677 Closed
OMC
306
Old Mission Capital
Illinois
– – -37,078 Closed
Susquehanna International Group
307
Susquehanna International Group
Pennsylvania
– – -25,870 Closed
TRCT
308
Tower Research Capital (TRC)
New York
– – -21,969 Closed
LNC
309
Lincoln National Corp
Pennsylvania
– – -20,160 Closed
IA
310
IFG Advisory
Georgia
– – -18,929 Closed
BJL
311
Brighton Jones LLC
Washington
– – -15,612 Closed
HIM
312
Hanlon Investment Management
New Jersey
– – -14,184 Closed
RPGK
313
Retirement Planning Group (Kansas)
Kansas
– – -12,249 Closed
W
314
Wealthquest
Ohio
– – -9,828 Closed
AO
315
Advisor OS
Illinois
– – -9,574 Closed
TA
316
TCG Advisors
Texas
– – -8,402 Closed
FTUS
317
Flow Traders U.S.
New York
– – -7,149 Closed
DWM
318
Darwin Wealth Management
Florida
– – -6,838 Closed
VWA
319
V Wealth Advisors
Kansas
– – -6,645 Closed
FANJ
320
Financial Architects (New Jersey)
New Jersey
– – -2,264 Closed
CAN
321
Cetera Advisor Networks
California
– – -2,235 Closed
MA
322
MUFG Americas
New York
– – -1,112 Closed
TWP
323
TFO Wealth Partners
Ohio
– – -435 Closed
WFMPM
324
Woodley Farra Manion Portfolio Management
Indiana
– – -382 Closed
Deutsche Bank
325
Deutsche Bank
Germany
– – -188 Closed
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