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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

303 hedge funds and large institutions have $1.9B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 123 reducing their positions, and 24 closing their positions.

Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
6.13%
Holding in Top 10
37
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
33
Increased
103
Reduced
123
Closed
24
Calls
$14M
Puts
–
Net Calls
+$14M
Net Calls Change
+$13M

Top Buyers

1
FQ
1
First Quadrant
California
$56M
2
LPL Financial
2
LPL Financial
California
$146M
3
SCA
3
Snowden Capital Advisors
New York
$14.5M
4
FI
4
FormulaFolio Investments
Michigan
$58M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$39.9M

Top Sellers

1
BIP
1
Blueprint Investment Partners
North Carolina
$17.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$297K
3
SFS
3
Sowell Financial Services
Arkansas
$366K
4
WP
4
WealthPLAN Partners
Nebraska
$1.31M
5
UBS Group
5
UBS Group
Switzerland
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$8.67M 211,905 -78,879 -27%
AWA
52
Arete Wealth Advisors
Illinois
$8.38M 205,229 -19,148 -9%
LFG
53
Larson Financial Group
Missouri
$8.13M 198,763 +10,148 +5%
JCM
54
Jacobi Capital Management
Pennsylvania
$8.12M 198,468 +62,724 +46%
PFG
55
PAX Financial Group
Texas
$7.45M 182,283 -3,021 -2%
5L
56
55I LLC
Massachusetts
$7.2M 176,093 +29,484 +20%
SC
57
Savant Capital
Illinois
$7.1M 173,679 -14,758 -8%
LA
58
LexAurum Advisors
Kansas
$6.97M 170,379 +3,128 +2%
CI
59
CX Institutional
Indiana
$6.96M 170,202 +45,271 +36%
CFS
60
Cannon Financial Strategists
Georgia
$6.88M 168,333 -5,230 -3%
CSPIA
61
Cary Street Partners Investment Advisory
Virginia
$6.7M 163,939 +163,939 New
GRP
62
Global Retirement Partners
California
$6.53M 159,801 +84,488 +112%
LFAS
63
Level Four Advisory Services
Texas
$6.5M 158,976 +7,433 +5%
NEWAS
64
N.E.W. Advisory Services
Wisconsin
$6.11M 149,449 +16,737 +13%
SFG
65
StrategIQ Financial Group
Indiana
$6.09M 148,944 -1,072 -0.7%
PFA
66
Professional Financial Advisors
Nebraska
$5.8M 145,236 -297 -0.2%
NAS
67
Nicolet Advisory Services
Wisconsin
$5.37M 131,417 -7,650 -6%
MA
68
Mutual Advisors
Nebraska
$5.32M 130,144 -15,034 -10%
CPO
69
Cerity Partners OCIO
New York
$5.28M 129,067 -4,328 -3%
VA
70
Valmark Advisers
Ohio
$5.08M 124,279 -4,681 -4%
GSC
71
G&S Capital
Colorado
$4.87M 119,078 -7,855 -6%
MWM
72
MBE Wealth Management
Wisconsin
$4.38M 115,821 +99 +0.1%
Wells Fargo
73
Wells Fargo
California
$4.2M 102,745 -9,053 -8%
C
74
Clearshares
New York
$4.19M 102,580 – –
HAS
75
HBW Advisory Services
California
$4.15M 101,507 +16,647 +20%
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