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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

214 hedge funds and large institutions have $1.79B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 112 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+10
Holders Change %
+4.9%
% of All Funds
4.66%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.5%
New
26
Increased
112
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$538M
2
LFGH
2
Lee Financial Group Hawaii
Hawaii
$11.7M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$9.72M
4
AAS
4
Annex Advisory Services
Wisconsin
$72.9M
5
APA
5
American Portfolios Advisors
New York
$4.66M

Top Sellers

1
SWM
1
Sanctuary Wealth Management
Idaho
$3.36M
2
IF
2
IRON Financial
Illinois
$10.5M
3
BTS
3
BB&T Securities
Virginia
$5.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$543K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFGH
26
Lee Financial Group Hawaii
Hawaii
$11.7M +$11M +300,855 +1,537%
NAS
27
Nicolet Advisory Services
Wisconsin
$10.5M +$1.77M +48,625 +20%
IF
28
IRON Financial
Illinois
$10.5M -$9.54M -271,184 -48%
UBS Group
29
UBS Group
Switzerland
$10.2M -$1.14M -31,166 -10%
PA
30
Parallel Advisors
California
$10.1M +$1.9M +52,049 +23%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$9.72M +$6.63M +176,902 +214%
Morgan Stanley
32
Morgan Stanley
New York
$9.59M +$71.8K +1,969 +0.8%
WP
33
WealthPLAN Partners
Nebraska
$9.54M +$109K +3,012 +1%
UCFA
34
United Capital Financial Advisors
Texas
$8.82M +$4.23M +115,972 +92%
MA
35
Mutual Advisors
Nebraska
$7.7M +$2.65M +72,567 +52%
SW
36
SlateStone Wealth
Florida
$7.19M +$1.56M +42,852 +28%
HB
37
Homrich & Berg
Georgia
$7.17M +$1.15M +31,672 +19%
PWA
38
Peterson Wealth Advisors
Utah
$6.73M +$422K +11,565 +7%
LFG
39
Larson Financial Group
Missouri
$6.56M +$364K +9,975 +6%
EK
40
Evensky & Katz
Florida
$6.51M +$1.69M +46,395 +35%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$6.16M +$2.18M +59,769 +55%
RA
42
RFG Advisory
Alabama
$5.88M +$105K +2,898 +2%
BTS
43
BB&T Securities
Virginia
$5.7M -$6.59M -180,854 -54%
AWA
44
Arete Wealth Advisors
Illinois
$5.69M -$133K -3,640 -2%
JWM
45
Jackson Wealth Management
Florida
$5.68M +$22.2K +599 +0.4%
SB
46
Strategic Blueprint
Georgia
$5.65M +$702K +19,264 +14%
5L
47
55I LLC
Massachusetts
$5.57M -$1.39M -38,158 -20%
CFS
48
Cannon Financial Strategists
Georgia
$5.48M +$6.82K +187 +0.1%
TAM
49
Tradition Asset Management
Virginia
$5.06M +$5.06M +138,709 New
APA
50
American Portfolios Advisors
New York
$4.66M +$4.61M +126,335 +7,986%
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