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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 %
US Bancorp
351
US Bancorp
Minnesota
$8K -$41.7K -902 -84%
BC
352
Barnett & Company
Tennessee
$8K -$1.83K -40 -19%
Citigroup
353
Citigroup
New York
$6K -$6K -125 -50%
SPIA
354
Steward Partners Investment Advisory
New York
$5K – – –
FRA
355
Front Row Advisors
California
$5K – – –
GTAM
356
Global Trust Asset Management
Florida
$5K +$48 +1 +1%
FFG
357
Fortem Financial Group
California
$5K +$5K +98 New
DAC
358
Dividend Assets Capital
South Carolina
$5K +$5K +111 New
OCM
359
Orion Capital Management
California
$4K +$4K +78 New
TWA
360
TCI Wealth Advisors
Arizona
$3K – – –
AAP
361
Arax Advisory Partners
Colorado
$3K +$40 +1 +1%
GEA
362
Glen Eagle Advisors
New Jersey
$2.12K +$323 +7 +18%
First Manhattan
363
First Manhattan
New York
$2K – – –
FCM
364
Firestone Capital Management
Florida
$2K – – –
WIM
365
Westside Investment Management
California
$940 +$9 +195 +1%
WOSD
366
WFA of San Diego
California
$46 -$37 -12,475 -45%
BFG
367
Beacon Financial Group
Texas
– -$1.33M -39,871 Closed
TI
368
Trexquant Investment
Connecticut
– -$1.6M -39,024 Closed
GP
369
Girard Partners
Pennsylvania
– -$1.53M -37,491 Closed
HR
370
Hayden Royal
North Carolina
– -$1.26M -30,829 Closed
GAM
371
Garrison Asset Management
Arkansas
– -$709K -17,347 Closed
BBA
372
Braun-Bostich & Associates
Pennsylvania
– -$391K -9,574 Closed
NC
373
NovaPoint Capital
Georgia
– -$215K -5,257 Closed
AC
374
Alexandria Capital
Virginia
– -$214K -5,223 Closed
WP
375
WealthShield Partners
North Carolina
– -$138K -3,381 Closed
12 13 14
15
16