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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

369 hedge funds and large institutions have $2.58B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 131 increasing their positions, 161 reducing their positions, and 26 closing their positions.

Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
6.5%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.76%
New
32
Increased
131
Reduced
161
Closed
26
Calls
$5.39M
Puts
$3.04M
Net Calls
+$2.35M
Net Calls Change
-$3.87M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$232M
2
PAS
2
Park Avenue Securities
New York
$23.5M
3
BIP
3
Blueprint Investment Partners
North Carolina
$22.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$61.8M
5
PFA
5
Professional Financial Advisors
Nebraska
$19.8M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$6.73M
2
SS
2
Simplicity Solutions
Minnesota
$0
3
BSWM
3
Boston Standard Wealth Management
Massachusetts
$23.6M
4
LFAS
4
Level Four Advisory Services
Texas
$1M
5
Ameriprise
5
Ameriprise
Minnesota
$4.87M
Name Market Value Shares Shares
Change 		Shares
Change %
MCC
26
Money Concepts Capital
Florida
$26.2M 531,845 -4,660 -0.9%
Bank of America
27
Bank of America
North Carolina
$25.5M 518,078 +185,976 +56%
BSWM
28
Boston Standard Wealth Management
Massachusetts
$23.6M 482,556 -268,498 -36%
PAS
29
Park Avenue Securities
New York
$23.5M 477,545 +477,545 New
RA
30
RFG Advisory
Alabama
$22.8M 462,939 +132,061 +40%
BIP
31
Blueprint Investment Partners
North Carolina
$22.7M 462,455 +462,075 +121,599%
Morgan Stanley
32
Morgan Stanley
New York
$22.4M 454,375 -193,641 -30%
WAS
33
Winch Advisory Services
Wisconsin
$21.2M 430,663 +359 +0.1%
LFPWM
34
Leicht Financial Planning & Wealth Management
New Jersey
$21M 427,454 +99,302 +30%
AWM
35
AE Wealth Management
Kansas
$20M 406,496 -18,542 -4%
PFA
36
Professional Financial Advisors
Nebraska
$19.8M 403,180 +251,904 +167%
SCA
37
Snowden Capital Advisors
New York
$19.6M 398,848 +12,511 +3%
BL
38
Balentine LLC
Georgia
$19.4M 394,076 -3,123 -0.8%
MHR
39
Matthew Hamilton Rosenberg
$18.2M 370,595 -3,052 -0.8%
UCFA
40
United Capital Financial Advisors
Texas
$17.6M 357,694 -80,526 -18%
GLA
41
Great Lakes Advisors
Illinois
$17.5M 356,173 -16,034 -4%
PFA
42
Pure Financial Advisors
California
$16.9M 343,220 -45,651 -12%
K
43
Kemper
Illinois
$15.7M 318,625 – –
ST
44
Sentinel Trust
Texas
$15.6M 316,413 -27,187 -8%
VFA
45
Voya Financial Advisors
Connecticut
$15.3M 312,670 +216,588 +225%
GWM
46
Geneos Wealth Management
Colorado
$14.5M 281,604 -3,676 -1%
AF
47
Advisornet Financial
Minnesota
$14.5M 294,046 +211,914 +258%
WAG
48
Winthrop Advisory Group
Massachusetts
$12.4M 251,112 -5,759 -2%
Belvedere Trading
49
Belvedere Trading
Illinois
$12.1M 245,214 +166,714 +212%
AWA
50
Arete Wealth Advisors
Illinois
$11.9M 242,055 +20,110 +9%
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