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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

303 hedge funds and large institutions have $1.9B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 123 reducing their positions, and 24 closing their positions.

Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
6.13%
Holding in Top 10
37
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
33
Increased
103
Reduced
123
Closed
24
Calls
$14M
Puts
–
Net Calls
+$14M
Net Calls Change
+$13M

Top Buyers

1
FQ
1
First Quadrant
California
$56M
2
LPL Financial
2
LPL Financial
California
$146M
3
SCA
3
Snowden Capital Advisors
New York
$14.5M
4
FI
4
FormulaFolio Investments
Michigan
$58M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$39.9M

Top Sellers

1
BIP
1
Blueprint Investment Partners
North Carolina
$17.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$297K
3
SFS
3
Sowell Financial Services
Arkansas
$366K
4
WP
4
WealthPLAN Partners
Nebraska
$1.31M
5
UBS Group
5
UBS Group
Switzerland
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
76
Belpointe Asset Management
Nevada
$4.12M 100,756 +65,822 +188%
VAG
77
VisionPoint Advisory Group
Texas
$4.07M 99,521 -5,628 -5%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$3.96M 96,854 +8,090 +9%
CW
79
CreativeOne Wealth
Kansas
$3.87M 94,515 +26,111 +38%
CAGAS
80
Capital Advisory Group Advisory Services
Minnesota
$3.73M 91,222 +4,954 +6%
PWM
81
Praetorian Wealth Management
California
$3.55M 86,753 +6 +0%
RMAM
82
Raab & Moskowitz Asset Management
New Jersey
$3.46M 84,724 -5,328 -6%
IP
83
Isthmus Partners
Wisconsin
$3.37M 82,403 -2,160 -3%
FIA
84
Foundations Investment Advisors
Arizona
$3.31M 80,947 +4,146 +5%
WFPG
85
Waller Financial Planning Group
Ohio
$3.21M 78,413 -3,566 -4%
AF
86
Advisornet Financial
Minnesota
$3.14M 76,750 -31,955 -29%
GWM
87
Geneos Wealth Management
Colorado
$3.06M 76,288 +2,897 +4%
SCM
88
Sterneck Capital Management
Missouri
$2.95M 72,065 +1,046 +1%
AFG
89
Affinia Financial Group
Massachusetts
$2.89M 70,591 -9,064 -11%
LCM
90
LVM Capital Management
Michigan
$2.86M 69,907 – –
DWM
91
Doyle Wealth Management
Florida
$2.84M 69,393 -1,089 -2%
SFG
92
SNS Financial Group
Minnesota
$2.8M 68,498 -2,177 -3%
EH
93
Equitable Holdings
New York
$2.76M 67,464 +27 +0%
Citadel Advisors
94
Citadel Advisors
Florida
$2.75M 67,146 +56,718 +544%
AWM
95
Avior Wealth Management
Nebraska
$2.74M 67,000 -21 -0%
JSL
96
JT Stratford LLC
Georgia
$2.54M 62,080 -5,925 -9%
AWMS
97
Advocacy Wealth Management Services
Georgia
$2.47M 60,020 +632 +1%
MWC
98
MBM Wealth Consultants
Missouri
$2.38M 58,200 -973 -2%
XF
99
XML Financial
Maryland
$2.35M 57,438 -751 -1%
MWM
100
McNaughton Wealth Management
California
$2.3M 56,211 +887 +2%
2 3
4
5 6