SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

191 hedge funds and large institutions have $1.41B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2018 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 82 increasing their positions, 42 reducing their positions, and 24 closing their positions.

Holders
191
Holders Change
+22
Holders Change %
+13.02%
% of All Funds
4.26%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.62%
New
48
Increased
82
Reduced
42
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BL
1
Balentine LLC
Georgia
$93.1M
2
PPA
2
Parametric Portfolio Associates
Washington
$86M
3
CI
3
CX Institutional
Indiana
$31.4M
4
Bank of America
4
Bank of America
North Carolina
$29.1M
5
AAS
5
Annex Advisory Services
Wisconsin
$48.2M

Top Sellers

1
AF
1
Allworth Financial
California
$395M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
BTS
3
BB&T Securities
Virginia
$206K
4
SCA
4
Stuart Chaussee & Associates
California
$0
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Advisornet Financial
Minnesota
$3.11M -$277K -8,955 -8%
JIC
52
JRM Investment Counsel
Nebraska
$3.04M -$249K -8,049 -8%
LA
53
LexAurum Advisors
Kansas
$2.9M +$1.09M +35,243 +60%
LFG
54
LifePlan Financial Group
Ohio
$2.81M -$158K -5,115 -5%
UCFA
55
United Capital Financial Advisors
Texas
$2.81M +$2.81M +91,010 New
SCA
56
Snowden Capital Advisors
New York
$2.72M -$563K -18,200 -17%
IP
57
Isthmus Partners
Wisconsin
$2.65M -$26.1K -843 -1%
GSC
58
G&S Capital
Colorado
$2.52M +$17.9K +580 +0.7%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$2.41M +$510K +16,499 +27%
BC
60
Brio Consultants
California
$2.38M +$2.38M +77,090 New
SHIM
61
Stone House Investment Management
Pennsylvania
$2.36M +$101K +3,259 +4%
TCM
62
Tradition Capital Management
New Jersey
$2.09M +$794K +25,702 +61%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$2M -$11.4M -368,547 -85%
LCM
64
LVM Capital Management
Michigan
$1.99M – – –
BWM
65
Bernicke Wealth Management
Wisconsin
$1.97M +$148K +4,773 +8%
AW
66
ACG Wealth
Georgia
$1.95M -$1.62M -52,414 -45%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$1.92M +$699K +21,121 +57%
VBFP
68
Valtinson Bruner Financial Planning
Minnesota
$1.9M +$1.9M +61,314 New
SFG
69
SNS Financial Group
Minnesota
$1.77M +$325K +10,522 +22%
SCM
70
Sterneck Capital Management
Missouri
$1.74M -$292K -9,453 -14%
WCM
71
Wealthcare Capital Management
Virginia
$1.72M +$1.72M +55,558 New
CFGF
72
Compass Financial Group (Florida)
Florida
$1.58M -$267K -8,649 -14%
OIA
73
OneDigital Investment Advisors
Kansas
$1.58M +$1.58M +51,012 New
Creative Planning
74
Creative Planning
Kansas
$1.57M +$808K +26,137 +106%
SB
75
Strategic Blueprint
Georgia
$1.54M +$1.54M +49,960 New
1 2
3
4 5