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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

298 hedge funds and large institutions have $1.75B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 22 closing their positions.

Holders
298
Holders Change
+17
Holders Change %
+6.05%
% of All Funds
6.13%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.76%
New
41
Increased
105
Reduced
115
Closed
22
Calls
$1.37M
Puts
$374K
Net Calls
+$996K
Net Calls Change
+$1.52M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$120M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$78.8M
3
PAG
3
Private Advisor Group
New Jersey
$50M
4
BIP
4
Blueprint Investment Partners
North Carolina
$36.2M
5
RW
5
RVW Wealth
California
$19M

Top Sellers

1
AFG
1
Affinia Financial Group
Massachusetts
$3.01M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$512K
3
WEPOG
3
Wealth Enhancement & Preservation of GA
Georgia
$6.73M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$39M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
76
Wells Fargo
California
$4.22M 111,798 +49,220 +79%
VAG
77
VisionPoint Advisory Group
Texas
$4.13M 105,149 +105,149 New
AF
78
Advisornet Financial
Minnesota
$4.11M 108,705 -67 -0.1%
SS
79
Simplicity Solutions
Minnesota
$3.96M 104,854 +92,507 +749%
C
80
Clearshares
New York
$3.82M 102,580 – –
RMAM
81
Raab & Moskowitz Asset Management
New Jersey
$3.4M 90,052 -15,083 -14%
SW
82
SlateStone Wealth
Florida
$3.39M 89,728 -63,849 -42%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$3.35M 88,764 -11,621 -12%
PWM
84
Praetorian Wealth Management
California
$3.28M 86,747 +86,747 New
CAGAS
85
Capital Advisory Group Advisory Services
Minnesota
$3.26M 86,268 +42,354 +96%
HAS
86
HBW Advisory Services
California
$3.21M 84,860 +1,389 +2%
IP
87
Isthmus Partners
Wisconsin
$3.2M 84,563 +4,015 +5%
WFPG
88
Waller Financial Planning Group
Ohio
$3.1M 81,979 -61,058 -43%
AFG
89
Affinia Financial Group
Massachusetts
$3.01M 79,655 -684,237 -90%
FIA
90
Foundations Investment Advisors
Arizona
$2.93M 76,801 +11,784 +18%
GRP
91
Global Retirement Partners
California
$2.85M 75,313 -20,625 -21%
GWM
92
Geneos Wealth Management
Colorado
$2.69M 73,391 +13,168 +22%
SCM
93
Sterneck Capital Management
Missouri
$2.68M 71,019 +7,170 +11%
SFG
94
SNS Financial Group
Minnesota
$2.67M 70,675 -4,387 -6%
DWM
95
Doyle Wealth Management
Florida
$2.66M 70,482 -4,921 -7%
LCM
96
LVM Capital Management
Michigan
$2.64M 69,907 – –
CW
97
CreativeOne Wealth
Kansas
$2.58M 68,404 +9,807 +17%
JSL
98
JT Stratford LLC
Georgia
$2.57M 68,005 +10,807 +19%
EH
99
Equitable Holdings
New York
$2.55M 67,437 -363 -0.5%
AWM
100
Avior Wealth Management
Nebraska
$2.53M 67,021 +1,095 +2%
2 3
4
5 6