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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

84 hedge funds and large institutions have $273M invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2017 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
84
Holders Change
+35
Holders Change %
+71.43%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
37
Increased
23
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSWM
1
Boston Standard Wealth Management
Massachusetts
$42M
2
FI
2
FormulaFolio Investments
Michigan
$31M
3
JWM
3
Jackson Wealth Management
Florida
$12.2M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$10.7M
5
AWA
5
ARS Wealth Advisors
Florida
$15.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$373K
2
SFP
2
Shepherd Financial Partners
Massachusetts
$65.4M
3
TSS
3
Two Sigma Securities
New York
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$133K
5
BCB
5
Brian C. Broderick
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
51
Braun-Bostich & Associates
Pennsylvania
$383K +$383K +11,524 New
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$373K -$4.76M -143,484 -93%
TYCC
53
Texas Yale Capital Corp
Florida
$372K – – –
KLI
54
Kelman-Lazarov Inc
Tennessee
$304K – – –
JWA
55
JFS Wealth Advisors
Pennsylvania
$304K +$304K +9,152 New
CIA
56
Capital Investment Advisors
Georgia
$233K – – –
AFP
57
Ausdal Financial Partners
Iowa
$229K +$229K +6,904 New
WAS
58
Winch Advisory Services
Wisconsin
$227K +$227K +6,839 New
BTS
59
BB&T Securities
Virginia
$216K +$2.51K +76 +1%
HB
60
Homrich & Berg
Georgia
$216K +$216K +6,490 New
GBBWRPM
61
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$195K +$195K +5,566 New
UBS Group
62
UBS Group
Switzerland
$171K – – –
GWM
63
Geneos Wealth Management
Colorado
$159K +$157K +4,752 +9,900%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$133K -$872K -26,153 -87%
ECM
65
Exchange Capital Management
Michigan
$120K – – –
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$97K – – –
IWM
67
IHT Wealth Management
Illinois
$96K – – –
ACM
68
Armbruster Capital Management
New York
$90K +$90K +2,706 New
BlackRock
69
BlackRock
New York
$54K -$198 -6 -0.4%
APA
70
American Portfolios Advisors
New York
$48.8K +$48.8K +1,470 New
OIA
71
OneDigital Investment Advisors
Kansas
$34K -$16.4K -493 -33%
RE
72
RBC Europe
United Kingdom
$29.9K – – –
GWS
73
Glassman Wealth Services
Virginia
$29K – – –
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$26K – – –
SWA
75
Sutton Wealth Advisors
Florida
$23.9K – – –
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