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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

227 hedge funds and large institutions have $1.89B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 116 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+13
Holders Change %
+6.07%
% of All Funds
4.99%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.59%
New
29
Increased
116
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
$570M
2
UBS Group
UBS Group
Switzerland
$24.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$23.1M
4
GRP
Global Retirement Partners
California
$10.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.7M

Top Sellers

1
SFP
Shepherd Financial Partners
Massachusetts
$50.2M
2
PPA
Parametric Portfolio Associates
Washington
$96.7M
3
BCI
Brinker Capital Investments
Pennsylvania
$55.9M
4
IF
IRON Financial
Illinois
$6.13M
5
APA
American Portfolios Advisors
New York
$58.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
51
Cannon Financial Strategists
Georgia
$5.52M -$147 -4 -0%
CAGAS
52
Capital Advisory Group Advisory Services
Minnesota
$5.14M +$3.32M +90,459 +183%
QA
53
Quantitative Advantage
Minnesota
$5M +$387K +10,543 +8%
5L
54
55I LLC
Massachusetts
$4.94M -$677K -18,418 -12%
SFG
55
StrategIQ Financial Group
Indiana
$4.9M +$319K +8,693 +7%
Jane Street
56
Jane Street
New York
$4.84M +$457K +12,451 +10%
SHIM
57
Stone House Investment Management
Pennsylvania
$4.37M -$16.1K -439 -0.4%
CI
58
CX Institutional
Indiana
$4.34M +$1.61M +43,712 +59%
LA
59
LexAurum Advisors
Kansas
$4.28M +$96.6K +2,630 +2%
BWP
60
Bernardo Wealth Planning
Pennsylvania
$4.24M +$3.89M +105,794 +1,088%
GLA
61
Great Lakes Advisors
Illinois
$4.15M +$806K +21,930 +24%
AF
62
Advisornet Financial
Minnesota
$4.03M -$6.5K -177 -0.2%
Creative Planning
63
Creative Planning
Kansas
$4M +$1.75M +47,632 +78%
GSC
64
G&S Capital
Colorado
$3.82M +$286K +7,785 +8%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$3.65M -$341K -9,291 -9%
LFG
66
LifePlan Financial Group
Ohio
$3.33M -$255K -6,953 -7%
IP
67
Isthmus Partners
Wisconsin
$3.13M +$49.6K +1,351 +2%
RMAM
68
Raab & Moskowitz Asset Management
New Jersey
$3.07M +$405K +11,022 +15%
JIC
69
JRM Investment Counsel
Nebraska
$3.06M -$873K -23,769 -22%
HAS
70
HBW Advisory Services
California
$2.88M +$2.88M +80,724 New
WFWM
71
Wechter Feldman Wealth Management
New Jersey
$2.84M +$508K +13,818 +22%
DWM
72
Doyle Wealth Management
Florida
$2.61M +$196K +5,343 +8%
SWM
73
Sanctuary Wealth Management
Idaho
$2.61M -$786K -21,381 -23%
RIM
74
Redwood Investment Management
Arizona
$2.59M -$162K -4,402 -6%
WP
75
WealthSource Partners
California
$2.56M -$987K -26,859 -28%
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