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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

366 hedge funds and large institutions have $2.37B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 135 increasing their positions, 117 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+63
Holders Change %
+20.79%
% of All Funds
6.49%
Holding in Top 10
46
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+24.32%
% of All Funds
0.82%
New
81
Increased
135
Reduced
117
Closed
15
Calls
$6.8M
Puts
$579K
Net Calls
+$6.22M
Net Calls Change
-$7.76M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$66.5M
2
AIM
Astor Investment Management
Illinois
$37.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41M
4
LPL Financial
LPL Financial
California
$191M
5
AWM
AE Wealth Management
Kansas
$19.6M

Top Sellers

1
BSWM
Boston Standard Wealth Management
Massachusetts
$34.6M
2
BPB
Badgley, Phelps & Bell
Washington
$851K
3
BIP
Blueprint Investment Partners
North Carolina
$17.5K
4
FI
FormulaFolio Investments
Michigan
$52M
5
SA
Stewardship Advisors
Pennsylvania
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
51
Peterson Wealth Advisors
Utah
$11.7M -$824K -17,875 -7%
SWP
52
Stratos Wealth Partners
Ohio
$10.4M +$641K +13,899 +7%
FWI
53
Facet Wealth Inc
Maryland
$10.2M +$10.2M +222,171 New
AWA
54
Arete Wealth Advisors
Illinois
$10.2M +$770K +16,716 +8%
TWA
55
Tillar-Wenstrup Advisors
Ohio
$10.1M +$43.7K +949 +0.4%
IF
56
IRON Financial
Illinois
$9.84M -$122K -2,637 -1%
BFS
57
Bickling Financial Services
Massachusetts
$9.29M +$9.29M +201,642 New
JCM
58
Jacobi Capital Management
Pennsylvania
$9.04M -$110K -2,391 -1%
CI
59
CX Institutional
Indiana
$8.86M +$1.01M +22,007 +13%
LFG
60
Larson Financial Group
Missouri
$8.8M -$366K -7,932 -4%
LA
61
LexAurum Advisors
Kansas
$8.36M +$505K +10,948 +6%
PFG
62
PAX Financial Group
Texas
$7.82M -$582K -12,620 -7%
NEWAS
63
N.E.W. Advisory Services
Wisconsin
$7.75M +$865K +18,775 +13%
CFS
64
Cannon Financial Strategists
Georgia
$7.7M -$60.1K -1,304 -0.8%
LFGH
65
Lee Financial Group Hawaii
Hawaii
$7.61M -$4.57M -99,105 -38%
SC
66
Savant Capital
Illinois
$7.39M -$614K -13,315 -8%
PFA
67
Professional Financial Advisors
Nebraska
$6.97M +$278K +6,040 +4%
SFG
68
StrategIQ Financial Group
Indiana
$6.75M -$119K -2,574 -2%
WAM
69
WNY Asset Management
New York
$6.61M +$6.61M +143,277 New
MA
70
Mutual Advisors
Nebraska
$6.59M +$591K +12,820 +10%
CPO
71
Cerity Partners OCIO
New York
$5.92M -$26.5K -576 -0.4%
5L
72
55I LLC
Massachusetts
$5.88M -$2.23M -48,420 -27%
CSPIA
73
Cary Street Partners Investment Advisory
Virginia
$5.88M -$1.68M -36,353 -22%
CAGAS
74
Capital Advisory Group Advisory Services
Minnesota
$5.87M +$1.67M +36,199 +40%
GSC
75
G&S Capital
Colorado
$5.85M +$359K +7,780 +7%
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