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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

281 hedge funds and large institutions have $1.3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 102 increasing their positions, 111 reducing their positions, and 46 closing their positions.

Holders
281
Holders Change
-8
Holders Change %
-2.77%
% of All Funds
6.21%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.77%
New
44
Increased
102
Reduced
111
Closed
46
Calls
–
Puts
$519K
Net Calls
-$519K
Net Calls Change
-$522K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$38.1M
2
LPL Financial
2
LPL Financial
California
$55.5M
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$29.6M
4
PAG
4
Private Advisor Group
New Jersey
$16.8M
5
MHR
5
Matthew Hamilton Rosenberg
$13.2M

Top Sellers

1
AF
1
Allworth Financial
California
$35.9M
2
PPA
2
Parametric Portfolio Associates
Washington
$2.54M
3
BL
3
Balentine LLC
Georgia
$14.7M
4
FI
4
FormulaFolio Investments
Michigan
$32.9M
5
AFG
5
Affinia Financial Group
Massachusetts
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
LA
51
LexAurum Advisors
Kansas
$6.12M 194,514 +51,943 +36%
LFG
52
Larson Financial Group
Missouri
$6.12M 194,448 +9,504 +5%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$5.8M 184,420 +184,420 New
BIP
54
Blueprint Investment Partners
North Carolina
$5.57M 177,091 -636,744 -78%
CFS
55
Cannon Financial Strategists
Georgia
$5.51M 175,041 +6,090 +4%
NAS
56
Nicolet Advisory Services
Wisconsin
$5.4M 171,794 -33,967 -17%
TAM
57
Tradition Asset Management
Virginia
$5.2M 165,486 +13,041 +9%
SFS
58
Sowell Financial Services
Arkansas
$5.09M 161,790 +144,080 +814%
SW
59
SlateStone Wealth
Florida
$4.83M 153,577 -40,235 -21%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$4.54M 151,508 -176,924 -54%
SFG
61
StrategIQ Financial Group
Indiana
$4.5M 143,098 +6,128 +4%
WFPG
62
Waller Financial Planning Group
Ohio
$4.5M 143,037 -292,719 -67%
AWA
63
Arete Wealth Advisors
Illinois
$4.44M 141,040 -40,829 -22%
QA
64
Quantitative Advantage
Minnesota
$4.28M 136,142 +927 +0.7%
SB
65
Strategic Blueprint
Georgia
$4.12M 131,116 -76,784 -37%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$3.92M 124,713 +104,957 +531%
GSC
67
G&S Capital
Colorado
$3.79M 120,528 +4,595 +4%
TRCT
68
Tower Research Capital (TRC)
New York
$3.73M 118,681 +109,346 +1,171%
5L
69
55I LLC
Massachusetts
$3.55M 104,438 -79,246 -43%
AF
70
Advisornet Financial
Minnesota
$3.42M 108,772 +2,513 +2%
VA
71
Valmark Advisers
Ohio
$3.37M 107,199 +107,199 New
FFC
72
Fure Financial Corporation
Minnesota
$3.32M 105,677 +54 +0.1%
RMAM
73
Raab & Moskowitz Asset Management
New Jersey
$3.31M 105,135 +8,699 +9%
C
74
Clearshares
New York
$3.23M 102,580 +2,596 +3%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$3.16M 100,385 +4,017 +4%
1 2
3
4 5