SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

298 hedge funds and large institutions have $1.75B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 22 closing their positions.

Holders
298
Holders Change
+17
Holders Change %
+6.05%
% of All Funds
6.13%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.76%
New
41
Increased
105
Reduced
115
Closed
22
Calls
$1.37M
Puts
$374K
Net Calls
+$996K
Net Calls Change
+$1.52M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$120M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$78.8M
3
TF
3
TRH Financial
Iowa
$30.9M
4
PAG
4
Private Advisor Group
New Jersey
$50M
5
BIP
5
Blueprint Investment Partners
North Carolina
$36.2M

Top Sellers

1
AFG
1
Affinia Financial Group
Massachusetts
$3.01M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$512K
3
WEPOG
3
Wealth Enhancement & Preservation of GA
Georgia
$6.73M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$39M
Name Market Value Shares Shares
Change 		Shares
Change %
TWA
51
Tillar-Wenstrup Advisors
Ohio
$7.97M 211,019 +211,019 New
SFS
52
Sowell Financial Services
Arkansas
$7.85M 207,777 +45,987 +28%
LFG
53
Larson Financial Group
Missouri
$7.13M 188,615 -5,833 -3%
SC
54
Savant Capital
Illinois
$7.12M 188,437 -11,468 -6%
PFG
55
PAX Financial Group
Texas
$7M 185,304 -6,988 -4%
BPB
56
Badgley, Phelps & Bell
Washington
$6.85M 181,208 +181,208 New
WEPOG
57
Wealth Enhancement & Preservation of GA
Georgia
$6.73M 178,017 -266,863 -60%
CFS
58
Cannon Financial Strategists
Georgia
$6.56M 173,563 -1,478 -0.8%
LA
59
LexAurum Advisors
Kansas
$6.32M 167,251 -27,263 -14%
TAM
60
Tradition Asset Management
Virginia
$6.29M 166,574 +1,088 +0.7%
LFAS
61
Level Four Advisory Services
Texas
$5.71M 151,543 +141,047 +1,344%
SFG
62
StrategIQ Financial Group
Indiana
$5.67M 150,016 +6,918 +5%
5L
63
55I LLC
Massachusetts
$5.54M 146,609 +42,171 +40%
PFA
64
Professional Financial Advisors
Nebraska
$5.5M 145,533 -64,141 -31%
MA
65
Mutual Advisors
Nebraska
$5.49M 145,178 -153,922 -51%
NAS
66
Nicolet Advisory Services
Wisconsin
$5.25M 139,067 -32,727 -19%
JCM
67
Jacobi Capital Management
Pennsylvania
$5.13M 135,744 -117,534 -46%
QA
68
Quantitative Advantage
Minnesota
$5.06M 133,966 -2,176 -2%
CPO
69
Cerity Partners OCIO
New York
$5.04M 133,395 +78,657 +144%
NEWAS
70
N.E.W. Advisory Services
Wisconsin
$5.01M 132,712 +132,712 New
VA
71
Valmark Advisers
Ohio
$4.87M 128,960 +21,761 +20%
GSC
72
G&S Capital
Colorado
$4.8M 126,933 +6,405 +5%
CI
73
CX Institutional
Indiana
$4.72M 124,931 -172,647 -58%
AWM
74
AE Wealth Management
Kansas
$4.51M 119,433 +94,902 +387%
MWM
75
MBE Wealth Management
Wisconsin
$4.37M 115,722 +19,127 +20%
1 2
3
4 5