SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

281 hedge funds and large institutions have $1.3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 102 increasing their positions, 111 reducing their positions, and 46 closing their positions.

Holders
281
Holders Change
-8
Holders Change %
-2.77%
% of All Funds
6.21%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.77%
New
44
Increased
102
Reduced
111
Closed
46
Calls
–
Puts
$519K
Net Calls
-$519K
Net Calls Change
-$522K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$38.1M
2
LPL Financial
2
LPL Financial
California
$55.5M
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$29.6M
4
PAG
4
Private Advisor Group
New Jersey
$16.8M
5
MHR
5
Matthew Hamilton Rosenberg
$13.2M

Top Sellers

1
AF
1
Allworth Financial
California
$35.9M
2
PPA
2
Parametric Portfolio Associates
Washington
$2.54M
3
BL
3
Balentine LLC
Georgia
$14.7M
4
FI
4
FormulaFolio Investments
Michigan
$32.9M
5
AFG
5
Affinia Financial Group
Massachusetts
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
76
MBE Wealth Management
Wisconsin
$3.04M 96,595 +9,008 +10%
GRP
77
Global Retirement Partners
California
$3.02M 95,938 -197,708 -67%
BAM
78
Belpointe Asset Management
Nevada
$2.98M 94,683 -42,610 -31%
CG
79
Cutler Group
California
$2.87M 91,382 +79,882 +695%
HAS
80
HBW Advisory Services
California
$2.79M 83,471 -3,498 -4%
HB
81
Homrich & Berg
Georgia
$2.78M 88,377 -75,928 -46%
PA
82
Parallel Advisors
California
$2.64M 83,920 -175,921 -68%
PPA
83
Parametric Portfolio Associates
Washington
$2.54M 80,747 -2,530,602 -97%
IP
84
Isthmus Partners
Wisconsin
$2.53M 80,548 -2,442 -3%
WC
85
Waterloo Capital
Texas
$2.52M 80,030 +80,030 New
Goldman Sachs
86
Goldman Sachs
New York
$2.39M 76,028 +76,028 New
DWM
87
Doyle Wealth Management
Florida
$2.37M 75,403 +2,513 +3%
FTUS
88
Flow Traders U.S.
New York
$2.37M 75,272 +75,272 New
SFG
89
SNS Financial Group
Minnesota
$2.36M 75,062 +7,848 +12%
FAAM
90
First Ascent Asset Management
Colorado
$2.35M 74,704 +16,986 +29%
LCM
91
LVM Capital Management
Michigan
$2.2M 69,907 +1,585 +2%
TI
92
Trexquant Investment
Connecticut
$2.17M 68,949 +68,949 New
EH
93
Equitable Holdings
New York
$2.13M 67,800 -4,254 -6%
MWC
94
MBM Wealth Consultants
Missouri
$2.11M 66,963 +9,596 +17%
AWM
95
Avior Wealth Management
Nebraska
$2.07M 65,926 +58,542 +793%
SCM
96
Sterneck Capital Management
Missouri
$2.01M 63,849 -2,529 -4%
Wells Fargo
97
Wells Fargo
California
$1.97M 62,578 -47,440 -43%
FIA
98
Foundations Investment Advisors
Arizona
$1.95M 65,017 +15,872 +32%
GWM
99
Geneos Wealth Management
Colorado
$1.86M 60,223 +8,430 +16%
AW
100
ACG Wealth
Georgia
$1.86M 59,117 +1,337 +2%
2 3
4
5 6