SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

281 hedge funds and large institutions have $1.3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 102 increasing their positions, 111 reducing their positions, and 46 closing their positions.

Holders
281
Holders Change
-8
Holders Change %
-2.77%
% of All Funds
6.21%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.77%
New
44
Increased
102
Reduced
111
Closed
46
Calls
–
Puts
$519K
Net Calls
-$519K
Net Calls Change
-$522K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$38.1M
2
LPL Financial
2
LPL Financial
California
$55.5M
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$29.6M
4
PAG
4
Private Advisor Group
New Jersey
$16.8M
5
MHR
5
Matthew Hamilton Rosenberg
$13.2M

Top Sellers

1
AF
1
Allworth Financial
California
$35.9M
2
PPA
2
Parametric Portfolio Associates
Washington
$2.54M
3
BL
3
Balentine LLC
Georgia
$14.7M
4
FI
4
FormulaFolio Investments
Michigan
$32.9M
5
AFG
5
Affinia Financial Group
Massachusetts
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
K
26
Kemper
Illinois
$15.1M 425,000 – –
BL
27
Balentine LLC
Georgia
$14.7M 466,918 -2,392,772 -84%
WEPOG
28
Wealth Enhancement & Preservation of GA
Georgia
$14M 444,880 -228,903 -34%
SA
29
Stewardship Advisors
Pennsylvania
$13.3M 424,322 -19,212 -4%
MHR
30
Matthew Hamilton Rosenberg
$13.2M 418,911 +418,911 New
ST
31
Sentinel Trust
Texas
$12.8M 407,250 +407,250 New
LFGH
32
Lee Financial Group Hawaii
Hawaii
$11.5M 367,057 -25,033 -6%
Bank of America
33
Bank of America
North Carolina
$10.7M 338,772 -37,321 -10%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$9.92M 315,534 -146,075 -32%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$9.85M 313,267 -22,068 -7%
MA
36
Mutual Advisors
Nebraska
$9.41M 299,100 -21,786 -7%
CI
37
CX Institutional
Indiana
$9.36M 297,578 +63,919 +27%
Ameriprise
38
Ameriprise
Minnesota
$8.99M 285,684 -96,072 -25%
EK
39
Evensky & Katz
Florida
$8.78M 279,095 +36,028 +15%
WAG
40
Winthrop Advisory Group
Massachusetts
$8.46M 269,030 +269,030 New
RA
41
RFG Advisory
Alabama
$8.37M 266,195 -11,450 -4%
GLA
42
Great Lakes Advisors
Illinois
$8.33M 264,725 +65,213 +33%
JCM
43
Jacobi Capital Management
Pennsylvania
$7.97M 253,278 +253,278 New
PWA
44
Peterson Wealth Advisors
Utah
$7.78M 247,261 +46,390 +23%
PFA
45
Professional Financial Advisors
Nebraska
$7.44M 209,674 +33,007 +19%
IWP
46
IAG Wealth Partners
Wisconsin
$7.19M 228,660 +222,143 +3,409%
WP
47
WealthPLAN Partners
Nebraska
$7.1M 204,784 -211,439 -51%
IF
48
IRON Financial
Illinois
$6.76M 215,015 +6,259 +3%
PFG
49
PAX Financial Group
Texas
$6.63M 192,292 +13,930 +8%
SC
50
Savant Capital
Illinois
$6.29M 199,905 -9,107 -4%
1
2
3 4 5