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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

366 hedge funds and large institutions have $2.37B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 135 increasing their positions, 117 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+63
Holders Change %
+20.79%
% of All Funds
6.49%
Holding in Top 10
46
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+24.32%
% of All Funds
0.82%
New
81
Increased
135
Reduced
117
Closed
15
Calls
$6.8M
Puts
$579K
Net Calls
+$6.22M
Net Calls Change
-$7.76M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$66.5M
2
AIM
Astor Investment Management
Illinois
$37.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41M
4
LPL Financial
LPL Financial
California
$191M
5
AWM
AE Wealth Management
Kansas
$19.6M

Top Sellers

1
BSWM
Boston Standard Wealth Management
Massachusetts
$34.6M
2
BPB
Badgley, Phelps & Bell
Washington
$851K
3
BIP
Blueprint Investment Partners
North Carolina
$17.5K
4
FI
FormulaFolio Investments
Michigan
$52M
5
SA
Stewardship Advisors
Pennsylvania
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
26
Sentinel Pension Advisors
Massachusetts
$29M +$757K +16,415 +3%
SWM
27
SigFig Wealth Management
California
$25.3M +$804K +17,448 +3%
MCC
28
Money Concepts Capital
Florida
$24.7M +$24.7M +536,505 New
RW
29
RVW Wealth
California
$24M +$1.01M +22,125 +4%
UCFA
30
United Capital Financial Advisors
Texas
$20.2M -$2.71M -58,726 -12%
WAS
31
Winch Advisory Services
Wisconsin
$19.8M -$446K -9,685 -2%
AWM
32
AE Wealth Management
Kansas
$19.6M +$18.3M +397,096 +1,421%
SS
33
Simplicity Solutions
Minnesota
$18.8M +$18.1M +392,970 +2,507%
BL
34
Balentine LLC
Georgia
$18.3M -$1.96M -42,491 -10%
PFA
35
Pure Financial Advisors
California
$17.9M -$2.02M -43,894 -10%
SCA
36
Snowden Capital Advisors
New York
$17.8M +$1.41M +30,566 +9%
MHR
37
Matthew Hamilton Rosenberg
$17.2M -$13.8K -299 -0.1%
GLA
38
Great Lakes Advisors
Illinois
$17.2M +$525K +11,385 +3%
ST
39
Sentinel Trust
Texas
$15.8M +$2.04M +44,350 +15%
RA
40
RFG Advisory
Alabama
$15.6M +$446K +9,460 +3%
Bank of America
41
Bank of America
North Carolina
$15.3M +$239K +5,189 +2%
LFPWM
42
Leicht Financial Planning & Wealth Management
New Jersey
$15.1M +$527K +11,441 +4%
UBS Group
43
UBS Group
Switzerland
$15M -$1.52M -32,908 -9%
K
44
Kemper
Illinois
$14.7M – – –
Ameriprise
45
Ameriprise
Minnesota
$14.3M +$375K +8,144 +3%
IWP
46
IAG Wealth Partners
Wisconsin
$12.4M -$1.86M -40,321 -13%
PA
47
Parallel Advisors
California
$12M +$1.98M +42,963 +20%
WAG
48
Winthrop Advisory Group
Massachusetts
$11.8M -$123K -2,679 -1%
EK
49
Evensky & Katz
Florida
$11.7M -$430K -9,327 -4%
LFAS
50
Level Four Advisory Services
Texas
$11.7M +$4.39M +95,148 +60%
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