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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

369 hedge funds and large institutions have $2.58B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 131 increasing their positions, 161 reducing their positions, and 26 closing their positions.

Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
6.5%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.76%
New
32
Increased
131
Reduced
161
Closed
26
Calls
$5.39M
Puts
$3.04M
Net Calls
+$2.35M
Net Calls Change
-$3.87M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$232M
2
PAS
2
Park Avenue Securities
New York
$23.5M
3
BIP
3
Blueprint Investment Partners
North Carolina
$22.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$61.8M
5
PFA
5
Professional Financial Advisors
Nebraska
$19.8M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$6.73M
2
SS
2
Simplicity Solutions
Minnesota
$0
3
BSWM
3
Boston Standard Wealth Management
Massachusetts
$23.6M
4
LFAS
4
Level Four Advisory Services
Texas
$1M
5
Ameriprise
5
Ameriprise
Minnesota
$4.87M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
76
Valmark Advisers
Ohio
$6.03M 122,528 -240 -0.2%
GSC
77
G&S Capital
Colorado
$5.95M 120,905 -5,953 -5%
UBS Group
78
UBS Group
Switzerland
$5.88M 119,459 -206,605 -63%
GM
79
GeoWealth Management
Illinois
$5.88M 119,435 -2,811 -2%
Truist Financial
80
Truist Financial
North Carolina
$5.75M 116,874 -595 -0.5%
MA
81
Mutual Advisors
Nebraska
$5.73M 116,476 -26,488 -19%
EH
82
Equitable Holdings
New York
$5.45M 110,756 +42,524 +62%
5L
83
55I LLC
Massachusetts
$5.4M 109,715 -17,958 -14%
MA
84
MJP Associates
Connecticut
$5.34M 108,615 +5,962 +6%
AIC
85
Ameritas Investment Company
Nebraska
$5.31M 107,987 +107,987 New
IHWM
86
Iron Horse Wealth Management
Iowa
$5.1M 103,771 +2,519 +2%
BAM
87
Belpointe Asset Management
Nevada
$5.09M 103,453 -543 -0.5%
HAS
88
HBW Advisory Services
California
$5.06M 102,858 +1,049 +1%
C
89
Clearshares
New York
$5.05M 102,580 +102,580 New
MWM
90
MBE Wealth Management
Wisconsin
$5.01M 101,933 -14,069 -12%
CA
91
CGN Advisors
Kansas
$4.88M 99,172 +1,693 +2%
Ameriprise
92
Ameriprise
Minnesota
$4.87M 98,799 -211,287 -68%
CSPIA
93
Cary Street Partners Investment Advisory
Virginia
$4.86M 98,890 -28,696 -22%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$4.85M 98,554 -1,570 -2%
FIA
95
Foundations Investment Advisors
Arizona
$4.66M 92,430 +9,222 +11%
NAS
96
Nicolet Advisory Services
Wisconsin
$4.59M 93,283 -19,256 -17%
PWM
97
Praetorian Wealth Management
California
$4.39M 89,324 +110 +0.1%
IP
98
Isthmus Partners
Wisconsin
$4.03M 81,959 +1,231 +2%
ICMP
99
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.81M 77,493 +77,493 New
SCM
100
Sterneck Capital Management
Missouri
$3.81M 77,392 +6,963 +10%
2 3
4
5 6