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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

128 hedge funds and large institutions have $477M invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 49 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
128
Holders Change
+44
Holders Change %
+52.38%
% of All Funds
2.94%
Holding in Top 10
18
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+350%
% of All Funds
0.41%
New
49
Increased
49
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$53.5M
2
BFG
2
Barber Financial Group
Kansas
$31.8M
3
AAS
3
Annex Advisory Services
Wisconsin
$15.6M
4
K
4
Kemper
Illinois
$13.9M
5
SWM
5
SigFig Wealth Management
California
$10.4M

Top Sellers

1
FAM
1
Formidable Asset Management
Ohio
$0
2
BAM
2
Belpointe Asset Management
Nevada
$0
3
GWA
3
Guidant Wealth Advisors
Illinois
$1.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$306K
5
SFP
5
Shepherd Financial Partners
Massachusetts
$64.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
26
StrategIQ Financial Group
Indiana
$4.13M +$177K +5,401 +4%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$3.52M +$3.15M +95,875 +853%
JIC
28
JRM Investment Counsel
Nebraska
$3.23M +$367K +11,189 +13%
QA
29
Quantitative Advantage
Minnesota
$3.14M +$3.14M +95,547 New
IP
30
Isthmus Partners
Wisconsin
$2.9M +$14.1K +430 +0.5%
SCM
31
Sterneck Capital Management
Missouri
$2.8M +$2.8M +85,249 New
PWAG
32
Polaris Wealth Advisory Group
California
$2.59M +$2.59M +78,871 New
AG
33
Advisor Group
Arizona
$2.28M +$1.48M +45,050 +183%
GSC
34
G&S Capital
Colorado
$2.18M +$2.18M +66,477 +82,070%
BWM
35
Bernicke Wealth Management
Wisconsin
$1.9M +$1.9M +57,821 New
RCG
36
Ruggie Capital Group
Florida
$1.86M +$731K +22,260 +65%
Wells Fargo
37
Wells Fargo
California
$1.69M +$382K +11,649 +29%
FC
38
Financial Consulate
Maryland
$1.68M +$1.68M +51,039 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.59M +$12.4K +378 +0.8%
CFGF
40
Compass Financial Group (Florida)
Florida
$1.56M +$194K +5,923 +14%
Bank of America
41
Bank of America
North Carolina
$1.54M +$145K +4,426 +10%
BCB
42
Brian C. Broderick
$1.48M -$56.6K -1,725 -4%
LFG
43
LifePlan Financial Group
Ohio
$1.42M +$1.42M +43,112 New
AWMG
44
Alliance Wealth Management Group
New Jersey
$1.34M -$9.55K -291 -0.7%
DSN
45
D. Scott Neal
Kentucky
$1.33M -$58.8K -1,793 -4%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$1.32M -$41.1K -1,253 -3%
GWA
47
Guidant Wealth Advisors
Illinois
$1.3M -$372K -11,583 -22%
GLA
48
Great Lakes Advisors
Illinois
$1.24M +$371K +11,287 +43%
OPWM
49
Oak Point Wealth Management
Michigan
$1.21M +$1.21M +37,744 New
FC
50
Ferris Capital
Massachusetts
$1.19M – – –
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