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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
$66.5M
2
AIM
Astor Investment Management
Illinois
$37.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41M
4
LPL Financial
LPL Financial
California
$191M
5
AWM
AE Wealth Management
Kansas
$19.6M

Top Sellers

1
BSWM
Boston Standard Wealth Management
Massachusetts
$34.6M
2
BPB
Badgley, Phelps & Bell
Washington
$851K
3
BIP
Blueprint Investment Partners
North Carolina
$17.5K
4
FI
FormulaFolio Investments
Michigan
$52M
5
SA
Stewardship Advisors
Pennsylvania
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
326
Tradition Wealth Management
Minnesota
$69K +$69K +1,492 New
SIS
327
Sound Income Strategies
Florida
$67K -$16.7K -363 -20%
CFGS
328
Concourse Financial Group Securities
Alabama
$65K – – –
TRCT
329
Tower Research Capital (TRC)
New York
$64K +$64K +1,392 New
TPWA
330
TRUE Private Wealth Advisors
Oregon
$60K +$274 +6 +0.5%
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$59K +$16.3K +352 +38%
FPCG
332
Fort Pitt Capital Group
Pennsylvania
$56K +$56K +1,213 New
CIAS
333
Capital Investment Advisory Services
North Carolina
$45K – – –
RE
334
RBC Europe
United Kingdom
$41.5K – – –
AWA
335
Arkadios Wealth Advisors
Georgia
$41K +$40.3K +876 +5,475%
SW
336
SVB Wealth
Massachusetts
$39K – – –
CPFP
337
Clear Perspectives Financial Planning
Ohio
$39K +$39K +848 New
SWA
338
Sutton Wealth Advisors
Florida
$34.4K – – –
HS
339
Horan Securities
United States
$33K +$33K +723 New
MIM
340
Macroview Investment Management
Maryland
$30K +$137 +3 +0.5%
D
341
Diversified
Delaware
$29K +$29K +713 New
William Blair & Company
342
William Blair & Company
Illinois
$28K +$23.1K +503 +470%
HFS
343
Horizon Financial Services
North Carolina
$25K -$3.17K -70 -11%
TWP
344
TFO Wealth Partners
Ohio
$20K +$20K +441 New
BIP
345
Blueprint Investment Partners
North Carolina
$17.5K -$17.5M -379,459 -100%
SCA
346
Stuart Chaussee & Associates
California
$17K – – –
AWM
347
Accel Wealth Management
Iowa
$12K +$12K +250 New
SIAG
348
Safeguard Investment Advisory Group
California
$11K +$11K +259 New
WFA
349
West Financial Advisors
Iowa
$10K +$10K +222 New
GI
350
Gradient Investments
Minnesota
$9K – – –
12 13
14
15 16