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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

214 hedge funds and large institutions have $1.79B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 112 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+10
Holders Change %
+4.9%
% of All Funds
4.66%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.5%
New
26
Increased
112
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$538M
2
LFGH
2
Lee Financial Group Hawaii
Hawaii
$11.7M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$9.72M
4
AAS
4
Annex Advisory Services
Wisconsin
$72.9M
5
APA
5
American Portfolios Advisors
New York
$4.66M

Top Sellers

1
SWM
1
Sanctuary Wealth Management
Idaho
$3.36M
2
IF
2
IRON Financial
Illinois
$10.5M
3
BTS
3
BB&T Securities
Virginia
$5.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$543K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QA
51
Quantitative Advantage
Minnesota
$4.58M +$461K +12,631 +11%
SFG
52
StrategIQ Financial Group
Indiana
$4.54M +$109K +2,988 +2%
Jane Street
53
Jane Street
New York
$4.35M +$4.35M +119,297 New
SHIM
54
Stone House Investment Management
Pennsylvania
$4.35M +$10.4K +286 +0.2%
LA
55
LexAurum Advisors
Kansas
$4.15M +$412K +11,309 +11%
AF
56
Advisornet Financial
Minnesota
$4M +$188K +5,160 +5%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$3.97M +$2.34M +64,216 +144%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$3.96M -$229K -6,294 -5%
JIC
59
JRM Investment Counsel
Nebraska
$3.9M +$324K +8,884 +9%
LFG
60
LifePlan Financial Group
Ohio
$3.56M -$81.7K -2,242 -2%
WP
61
WealthSource Partners
California
$3.52M +$2.24M +61,524 +176%
GSC
62
G&S Capital
Colorado
$3.51M +$449K +12,307 +15%
SWM
63
Sanctuary Wealth Management
Idaho
$3.36M -$10.7M -293,073 -76%
GLA
64
Great Lakes Advisors
Illinois
$3.32M +$685K +18,785 +26%
IP
65
Isthmus Partners
Wisconsin
$3.06M +$2.01M +55,001 +191%
RIM
66
Redwood Investment Management
Arizona
$2.73M +$1.33M +36,518 +95%
CI
67
CX Institutional
Indiana
$2.72M +$603K +16,536 +29%
PWAG
68
Polaris Wealth Advisory Group
California
$2.66M -$1.38M -37,418 -34%
RMAM
69
Raab & Moskowitz Asset Management
New Jersey
$2.64M +$430K +11,792 +19%
SFG
70
SNS Financial Group
Minnesota
$2.46M +$190K +5,221 +8%
DWM
71
Doyle Wealth Management
Florida
$2.39M +$451K +12,370 +23%
Wells Fargo
72
Wells Fargo
California
$2.37M -$1.07M -29,217 -31%
SCM
73
Sterneck Capital Management
Missouri
$2.37M -$91.6K -2,513 -4%
BC
74
Brio Consultants
California
$2.37M -$178K -4,874 -7%
LCM
75
LVM Capital Management
Michigan
$2.35M – – –
1 2
3
4 5