SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

227 hedge funds and large institutions have $1.89B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 116 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+13
Holders Change %
+6.07%
% of All Funds
4.99%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.59%
New
29
Increased
116
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
$570M
2
UBS Group
UBS Group
Switzerland
$24.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$23.1M
4
GRP
Global Retirement Partners
California
$10.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.7M

Top Sellers

1
SFP
Shepherd Financial Partners
Massachusetts
$50.2M
2
PPA
Parametric Portfolio Associates
Washington
$96.7M
3
BCI
Brinker Capital Investments
Pennsylvania
$55.9M
4
IF
IRON Financial
Illinois
$6.13M
5
APA
American Portfolios Advisors
New York
$58.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$14.5M +$1.36M +37,030 +10%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$14.5M -$359K -9,772 -2%
Bank of America
28
Bank of America
North Carolina
$13.8M -$375K -10,217 -3%
LFGH
29
Lee Financial Group Hawaii
Hawaii
$12.1M +$296K +8,063 +3%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$11.4M +$5.19M +141,339 +84%
MA
31
Mutual Advisors
Nebraska
$10.8M +$3.09M +83,989 +40%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$10.7M +$6.72M +182,797 +168%
WP
33
WealthPLAN Partners
Nebraska
$10.5M +$487K +12,735 +5%
GRP
34
Global Retirement Partners
California
$10.3M +$10.3M +279,855 +37,921%
NAS
35
Nicolet Advisory Services
Wisconsin
$10M -$581K -15,803 -5%
Morgan Stanley
36
Morgan Stanley
New York
$9.97M +$304K +8,273 +3%
PA
37
Parallel Advisors
California
$9.04M -$1.1M -29,835 -11%
EK
38
Evensky & Katz
Florida
$8.39M +$1.83M +49,791 +28%
RA
39
RFG Advisory
Alabama
$8.13M +$2.19M +59,629 +37%
HB
40
Homrich & Berg
Georgia
$7.73M +$514K +13,990 +7%
BTS
41
BB&T Securities
Virginia
$7.49M +$1.77M +48,281 +31%
SW
42
SlateStone Wealth
Florida
$7.19M -$58.6K -1,596 -0.8%
PWA
43
Peterson Wealth Advisors
Utah
$7M +$222K +6,049 +3%
LFG
44
Larson Financial Group
Missouri
$6.69M +$82.7K +2,251 +1%
AWA
45
Arete Wealth Advisors
Illinois
$6.5M +$763K +20,767 +13%
SB
46
Strategic Blueprint
Georgia
$6.19M +$494K +13,454 +9%
IF
47
IRON Financial
Illinois
$6.13M -$4.84M -131,865 -44%
JWM
48
Jackson Wealth Management
Florida
$6.1M +$549K +15,141 +10%
ACA
49
Aptus Capital Advisors
Alabama
$5.89M +$4.66M +126,833 +378%
TAM
50
Tradition Asset Management
Virginia
$5.65M +$551K +14,995 +11%
1
2
3 4 5