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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 %
BAM
301
Baldrige Asset Management
Pennsylvania
$228K – – –
CPW
302
Catalyst Private Wealth
California
$225K – – –
GF
303
Goodman Financial
Texas
$225K +$225K +4,888 New
HIP
304
HUB Investment Partners
Texas
$224K +$224K +5,480 New
TLFA
305
True Link Financial Advisors
California
$221K +$221K +4,790 New
CB
306
Commerce Bank
Missouri
$213K +$213K +4,620 New
RM
307
Resource Management
Louisiana
$206K +$206K +4,459 New
BPA
308
Beacon Pointe Advisors
California
$204K +$204K +4,417 New
BWM
309
BCGM Wealth Management
Indiana
$200K +$200K +4,114 New
TFGT
310
TS Financial Group (TSFG)
Illinois
$174K – – –
RBC
311
Roble Belko & Company
Pennsylvania
$173K +$35.9K +776 +26%
IA
312
IFP Advisors
Florida
$171K -$8.56K -186 -5%
FPW
313
Flagship Private Wealth
Massachusetts
$164K +$164K +3,546 New
MPCG
314
Matrix Private Capital Group
New York
$163K +$163K +3,547 New
GRP
315
Global Retirement Partners
California
$160K -$7.2M -156,325 -98%
BlackRock
316
BlackRock
New York
$139K -$46K -999 -25%
FCH
317
Freestone Capital Holdings
Washington
$129K +$32.4K +704 +34%
Loomis, Sayles & Company
318
Loomis, Sayles & Company
Massachusetts
$127K – – –
VFA
319
Valeo Financial Advisors
Indiana
$121K +$21.8K +472 +22%
MAM
320
Meeder Asset Management
Ohio
$112K +$12.5K +272 +13%
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$103K -$30.5K -663 -23%
PNC Financial Services Group
322
PNC Financial Services Group
Pennsylvania
$92K – – –
AA
323
Ancora Advisors
Ohio
$87K +$46 +1 +0.1%
MFT
324
Moisand Fitzgerald Tamayo
Florida
$83K -$8.16K -177 -9%
NL
325
NVWM LLC
Pennsylvania
$76K +$76K +1,643 New
11 12
13
14 15