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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

84 hedge funds and large institutions have $273M invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2017 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+35
Holders Change %
+71.43%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
37
Increased
23
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSWM
1
Boston Standard Wealth Management
Massachusetts
$42M
2
FI
2
FormulaFolio Investments
Michigan
$31M
3
JWM
3
Jackson Wealth Management
Florida
$12.2M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$10.7M
5
AWA
5
ARS Wealth Advisors
Florida
$15.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$373K
2
SFP
2
Shepherd Financial Partners
Massachusetts
$65.4M
3
TSS
3
Two Sigma Securities
New York
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$133K
5
BCB
5
Brian C. Broderick
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$1.38M +$49.4K +1,488 +4%
AWMG
27
Alliance Wealth Management Group
New Jersey
$1.36M +$1.36M +41,081 New
Wells Fargo
28
Wells Fargo
California
$1.33M +$857K +25,785 +182%
FC
29
Ferris Capital
Massachusetts
$1.21M +$1.21M +36,272 New
RA
30
RFG Advisory
Alabama
$1.2M +$1.2M +36,181 New
RCG
31
Ruggie Capital Group
Florida
$1.15M +$1.15M +34,503 New
PWA
32
Peterson Wealth Advisors
Utah
$1.12M +$1.12M +33,849 New
LA
33
LexAurum Advisors
Kansas
$1.04M +$1.04M +30,264 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$972K +$76.3K +2,296 +9%
GLA
35
Great Lakes Advisors
Illinois
$882K +$13.5K +407 +2%
VIM
36
Vista Investment Management
Pennsylvania
$849K +$849K +25,568 New
AG
37
Advisor Group
Arizona
$816K +$5.32K +160 +0.7%
CIAS
38
Capital Investment Advisory Services
North Carolina
$764K +$764K +22,993 New
LFG
39
Larson Financial Group
Missouri
$710K +$710K +21,390 New
MML Investors Services
40
MML Investors Services
Massachusetts
$642K +$22.9K +688 +4%
Goldman Sachs
41
Goldman Sachs
New York
$623K +$280K +8,441 +82%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$617K +$574K +17,270 +1,333%
PTC
43
Private Trust Company
Ohio
$611K – – –
FHA
44
First Horizon Advisors
Tennessee
$603K – – –
NP
45
NorthRock Partners
Minnesota
$600K -$182K -5,462 -23%
ODCM
46
Old Dominion Capital Management
Virginia
$554K -$27.7K -834 -5%
Creative Planning
47
Creative Planning
Kansas
$542K +$40.7K +1,226 +8%
VC
48
Vicus Capital
Pennsylvania
$531K +$531K +15,994 New
TCM
49
Tradition Capital Management
New Jersey
$518K +$518K +15,599 New
IA
50
IFP Advisors
Florida
$389K +$257K +7,747 +195%
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