SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

366 hedge funds and large institutions have $2.37B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 135 increasing their positions, 117 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+63
Holders Change %
+20.79%
% of All Funds
6.49%
Holding in Top 10
46
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+24.32%
% of All Funds
0.82%
New
81
Increased
135
Reduced
117
Closed
15
Calls
$6.8M
Puts
$579K
Net Calls
+$6.22M
Net Calls Change
-$7.76M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$66.5M
2
AIM
Astor Investment Management
Illinois
$37.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41M
4
LPL Financial
LPL Financial
California
$191M
5
AWM
AE Wealth Management
Kansas
$19.6M

Top Sellers

1
BSWM
Boston Standard Wealth Management
Massachusetts
$34.6M
2
BPB
Badgley, Phelps & Bell
Washington
$851K
3
BIP
Blueprint Investment Partners
North Carolina
$17.5K
4
FI
FormulaFolio Investments
Michigan
$52M
5
SA
Stewardship Advisors
Pennsylvania
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
76
Valmark Advisers
Ohio
$5.66M -$69.6K -1,511 -1%
GM
77
GeoWealth Management
Illinois
$5.64M +$5.64M +122,246 New
Truist Financial
78
Truist Financial
North Carolina
$5.41M +$3M +65,027 +124%
CWA
79
Centennial Wealth Advisory
Michigan
$5.4M +$5.4M +117,129 New
MWM
80
MBE Wealth Management
Wisconsin
$5.35M +$8.34K +181 +0.2%
NAS
81
Nicolet Advisory Services
Wisconsin
$5.19M -$870K -18,878 -14%
CW
82
CreativeOne Wealth
Kansas
$5.02M +$663K +14,388 +15%
GWM
83
Geneos Wealth Management
Colorado
$4.81M +$3.52M +208,992 +274%
BAM
84
Belpointe Asset Management
Nevada
$4.79M +$149K +3,240 +3%
MA
85
MJP Associates
Connecticut
$4.73M +$4.73M +102,653 New
HAS
86
HBW Advisory Services
California
$4.69M +$13.9K +302 +0.3%
IHWM
87
Iron Horse Wealth Management
Iowa
$4.67M +$4.67M +101,252 New
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$4.62M +$4.28M +92,909 +1,288%
CA
89
CGN Advisors
Kansas
$4.49M +$4.49M +97,479 New
VFA
90
Voya Financial Advisors
Connecticut
$4.41M +$2.83M +61,632 +179%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$4.36M -$106K -2,300 -2%
PWM
92
Praetorian Wealth Management
California
$4.11M +$113K +2,461 +3%
FIA
93
Foundations Investment Advisors
Arizona
$3.92M +$106K +2,261 +3%
AF
94
Advisornet Financial
Minnesota
$3.79M +$248K +5,382 +7%
IP
95
Isthmus Partners
Wisconsin
$3.72M -$77.2K -1,675 -2%
RMAM
96
Raab & Moskowitz Asset Management
New Jersey
$3.64M -$267K -5,799 -7%
Belvedere Trading
97
Belvedere Trading
Illinois
$3.62M +$3.62M +78,500 New
Citadel Advisors
98
Citadel Advisors
Florida
$3.55M +$451K +9,790 +15%
ACA
99
Aptus Capital Advisors
Alabama
$3.39M +$2.26M +49,027 +200%
WWS
100
Wellington Wealth Strategies
Indiana
$3.35M +$3.35M +57,260 New
2 3
4
5 6