SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

303 hedge funds and large institutions have $1.9B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 123 reducing their positions, and 24 closing their positions.

Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
6.13%
Holding in Top 10
37
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
33
Increased
103
Reduced
123
Closed
24
Calls
$14M
Puts
–
Net Calls
+$14M
Net Calls Change
+$13M

Top Buyers

1
FQ
1
First Quadrant
California
$56M
2
LPL Financial
2
LPL Financial
California
$146M
3
SCA
3
Snowden Capital Advisors
New York
$14.5M
4
FI
4
FormulaFolio Investments
Michigan
$58M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$39.9M

Top Sellers

1
BIP
1
Blueprint Investment Partners
North Carolina
$17.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$297K
3
SFS
3
Sowell Financial Services
Arkansas
$366K
4
WP
4
WealthPLAN Partners
Nebraska
$1.31M
5
UBS Group
5
UBS Group
Switzerland
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WAS
26
Winch Advisory Services
Wisconsin
$18M 439,989 -65,216 -13%
BL
27
Balentine LLC
Georgia
$18M 439,690 -2,460 -0.6%
PFA
28
Pure Financial Advisors
California
$17.7M 432,765 -25,067 -5%
BIP
29
Blueprint Investment Partners
North Carolina
$17.5M 379,839 -577,966 -60%
BPB
30
Badgley, Phelps & Bell
Washington
$16.5M 403,852 +222,644 +123%
MHR
31
Matthew Hamilton Rosenberg
$15.3M 373,946 +6,556 +2%
GLA
32
Great Lakes Advisors
Illinois
$14.8M 360,822 -3,972 -1%
UBS Group
33
UBS Group
Switzerland
$14.7M 358,972 -178,306 -33%
SCA
34
Snowden Capital Advisors
New York
$14.5M 355,771 +329,270 +1,242%
Bank of America
35
Bank of America
North Carolina
$13.4M 326,913 -10,960 -3%
RA
36
RFG Advisory
Alabama
$13.1M 321,418 +24,340 +8%
K
37
Kemper
Illinois
$13M 318,625 -106,375 -25%
LFPWM
38
Leicht Financial Planning & Wealth Management
New Jersey
$12.9M 316,711 -42,414 -12%
IWP
39
IAG Wealth Partners
Wisconsin
$12.7M 310,216 -80,077 -21%
SA
40
Stewardship Advisors
Pennsylvania
$12.4M 290,591 -147,636 -34%
Ameriprise
41
Ameriprise
Minnesota
$12.4M 301,942 -45,596 -13%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$12.3M 301,256 -18,637 -6%
ST
43
Sentinel Trust
Texas
$12.2M 299,250 – –
PWA
44
Peterson Wealth Advisors
Utah
$11.1M 271,200 +17,005 +7%
LFGH
45
Lee Financial Group Hawaii
Hawaii
$10.8M 264,253 -79,398 -23%
EK
46
Evensky & Katz
Florida
$10.8M 263,460 -11,029 -4%
WAG
47
Winthrop Advisory Group
Massachusetts
$10.7M 259,550 -9,830 -4%
TWA
48
Tillar-Wenstrup Advisors
Ohio
$8.96M 219,226 +8,207 +4%
PA
49
Parallel Advisors
California
$8.85M 216,473 -3,952 -2%
IF
50
IRON Financial
Illinois
$8.84M 216,141 -7,947 -4%
1
2
3 4 5