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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

227 hedge funds and large institutions have $1.89B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 116 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+13
Holders Change %
+6.07%
% of All Funds
4.99%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.59%
New
29
Increased
116
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
$570M
2
UBS Group
UBS Group
Switzerland
$24.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$23.1M
4
GRP
Global Retirement Partners
California
$10.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.7M

Top Sellers

1
SFP
Shepherd Financial Partners
Massachusetts
$50.2M
2
PPA
Parametric Portfolio Associates
Washington
$96.7M
3
BCI
Brinker Capital Investments
Pennsylvania
$55.9M
4
IF
IRON Financial
Illinois
$6.13M
5
APA
American Portfolios Advisors
New York
$58.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
76
LVM Capital Management
Michigan
$2.47M +$105K +2,847 +4%
Wells Fargo
77
Wells Fargo
California
$2.45M +$64.2K +1,747 +3%
BAM
78
Belpointe Asset Management
Nevada
$2.4M +$1.32M +36,015 +123%
SFG
79
SNS Financial Group
Minnesota
$2.4M -$80.1K -2,180 -3%
PWAG
80
Polaris Wealth Advisory Group
California
$2.38M -$190K -5,342 -7%
C
81
Clearshares
New York
$2.38M +$2.38M +64,684 New
SCM
82
Sterneck Capital Management
Missouri
$2.35M -$38.4K -1,046 -2%
TA
83
TCG Advisors
Texas
$2.34M +$1.42M +38,699 +156%
BC
84
Brio Consultants
California
$2.21M -$172K -4,669 -7%
WS
85
Wedbush Securities
California
$2.17M +$212K +5,781 +11%
AF
86
Aldebaran Financial
$2.15M +$845K +23,304 +65%
AWM
87
AE Wealth Management
Kansas
$2.13M +$1.91M +51,947 +855%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$2.1M +$272K +7,392 +15%
MWC
89
MBM Wealth Consultants
Missouri
$2M +$202K +5,497 +11%
BBHC
90
Brown Brothers Harriman & Co
New York
$1.98M – – –
Principal Financial Group
91
Principal Financial Group
Iowa
$1.95M +$137K +3,722 +8%
SS
92
Simplicity Solutions
Minnesota
$1.94M +$1.94M +52,802 New
TCM
93
Towercrest Capital Management
Pennsylvania
$1.91M +$71.1K +1,936 +4%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$1.88M +$1.88M +51,235 New
CFGF
95
Compass Financial Group (Florida)
Florida
$1.88M -$31.8K -866 -2%
MML Investors Services
96
MML Investors Services
Massachusetts
$1.88M +$718K +19,557 +62%
AW
97
ACG Wealth
Georgia
$1.87M -$36.6K -996 -2%
AWMG
98
Alliance Wealth Management Group
New Jersey
$1.87M +$71.8K +1,956 +4%
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$1.76M +$12.8K +347 +0.7%
GWM
100
Geneos Wealth Management
Colorado
$1.76M +$41.7K +1,143 +2%
2 3
4
5 6