SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

128 hedge funds and large institutions have $477M invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 49 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
128
Holders Change
+44
Holders Change %
+52.38%
% of All Funds
2.94%
Holding in Top 10
18
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+350%
% of All Funds
0.41%
New
49
Increased
49
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$53.5M
2
BFG
2
Barber Financial Group
Kansas
$31.8M
3
AAS
3
Annex Advisory Services
Wisconsin
$15.6M
4
K
4
Kemper
Illinois
$13.9M
5
SWM
5
SigFig Wealth Management
California
$10.4M

Top Sellers

1
FAM
1
Formidable Asset Management
Ohio
$0
2
BAM
2
Belpointe Asset Management
Nevada
$0
3
GWA
3
Guidant Wealth Advisors
Illinois
$1.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$306K
5
SFP
5
Shepherd Financial Partners
Massachusetts
$64.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.16M +$201K +6,134 +21%
LA
52
LexAurum Advisors
Kansas
$1.14M +$145K +4,403 +15%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$1.12M +$1.12M +34,133 New
AFP
54
Ausdal Financial Partners
Iowa
$984K +$757K +23,075 +334%
RCA
55
Rowland Carmichael Advisors
Arizona
$960K +$960K +29,242 New
EK
56
Evensky & Katz
Florida
$927K +$927K +28,263 New
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$904K +$295K +8,994 +48%
CIAS
58
Capital Investment Advisory Services
North Carolina
$831K +$76.6K +2,333 +10%
CT
59
CPF Texas
Texas
$823K +$823K +25,087 New
VIM
60
Vista Investment Management
Pennsylvania
$809K -$30K -915 -4%
JSL
61
JT Stratford LLC
Georgia
$809K +$809K +24,662 New
TCM
62
Tradition Capital Management
New Jersey
$807K +$295K +9,001 +58%
SFG
63
SNS Financial Group
Minnesota
$800K +$800K +24,388 New
HB
64
Homrich & Berg
Georgia
$791K +$578K +17,610 +271%
TRCT
65
Tower Research Capital (TRC)
New York
$785K +$785K +23,912 New
MML Investors Services
66
MML Investors Services
Massachusetts
$776K +$142K +4,321 +22%
CPO
67
Cerity Partners OCIO
New York
$755K +$755K +22,992 New
SWM
68
Sanctuary Wealth Management
Idaho
$711K +$711K +21,659 New
NP
69
NorthRock Partners
Minnesota
$665K +$72.6K +2,210 +12%
VC
70
Vicus Capital
Pennsylvania
$651K +$126K +3,831 +24%
Millennium Management
71
Millennium Management
New York
$633K +$633K +19,299 New
JWA
72
JFS Wealth Advisors
Pennsylvania
$632K +$332K +10,097 +110%
AWA
73
Arete Wealth Advisors
Illinois
$599K +$599K +18,245 New
FHA
74
First Horizon Advisors
Tennessee
$578K -$18K -548 -3%
PTC
75
Private Trust Company
Ohio
$570K -$33.8K -1,030 -6%
1 2
3
4 5