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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

128 hedge funds and large institutions have $477M invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 49 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
128
Holders Change
+44
Holders Change %
+52.38%
% of All Funds
2.94%
Holding in Top 10
18
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+350%
% of All Funds
0.41%
New
49
Increased
49
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$53.5M
2
BFG
2
Barber Financial Group
Kansas
$31.8M
3
AAS
3
Annex Advisory Services
Wisconsin
$15.6M
4
K
4
Kemper
Illinois
$13.9M
5
SWM
5
SigFig Wealth Management
California
$10.4M

Top Sellers

1
FAM
1
Formidable Asset Management
Ohio
$0
2
BAM
2
Belpointe Asset Management
Nevada
$0
3
GWA
3
Guidant Wealth Advisors
Illinois
$1.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$306K
5
SFP
5
Shepherd Financial Partners
Massachusetts
$64.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$543K +$7.03K +214 +1%
HWP
77
Hefty Wealth Partners
Indiana
$542K +$542K +16,526 New
WP
78
WealthSource Partners
California
$537K +$537K +16,361 New
ODCM
79
Old Dominion Capital Management
Virginia
$511K -$36.8K -1,122 -7%
SCA
80
Snowden Capital Advisors
New York
$474K +$474K +14,437 New
BBA
81
Braun-Bostich & Associates
Pennsylvania
$414K +$35.7K +1,089 +9%
IA
82
IFP Advisors
Florida
$389K – – –
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$385K +$385K +11,604 New
TYCC
84
Texas Yale Capital Corp
Florida
$367K – – –
Goldman Sachs
85
Goldman Sachs
New York
$306K -$310K -9,453 -50%
KLI
86
Kelman-Lazarov Inc
Tennessee
$300K – – –
GWM
87
Geneos Wealth Management
Colorado
$273K +$116K +3,536 +74%
GBBWRPM
88
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$272K +$89.2K +2,714 +49%
WFWM
89
Wechter Feldman Wealth Management
New Jersey
$271K +$271K +8,262 New
BF
90
BOK Financial
Oklahoma
$240K +$240K +7,320 New
CIA
91
Capital Investment Advisors
Georgia
$230K – – –
ATFA
92
All Terrain Financial Advisors
Minnesota
$227K +$227K +6,906 New
VF
93
Virtu Financial
New York
$220K +$220K +6,695 New
LNC
94
Lincoln National Corp
Pennsylvania
$219K +$219K +6,680 New
BTS
95
BB&T Securities
Virginia
$214K – – –
RC
96
Roundview Capital
New Jersey
$208K +$208K +6,336 New
MSAM
97
Moloney Securities Asset Management
Missouri
$206K +$206K +6,279 New
UBS Group
98
UBS Group
Switzerland
$161K -$8.27K -252 -5%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$151K +$55.6K +1,699 +58%
ACM
100
Armbruster Capital Management
New York
$146K +$57.2K +1,742 +64%
2 3
4
5 6