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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

128 hedge funds and large institutions have $477M invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 49 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
128
Holders Change
+44
Holders Change %
+52.38%
% of All Funds
2.94%
Holding in Top 10
18
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+350%
% of All Funds
0.41%
New
49
Increased
49
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$53.5M
2
BFG
2
Barber Financial Group
Kansas
$31.8M
3
AAS
3
Annex Advisory Services
Wisconsin
$15.6M
4
K
4
Kemper
Illinois
$13.9M
5
SWM
5
SigFig Wealth Management
California
$10.4M

Top Sellers

1
FAM
1
Formidable Asset Management
Ohio
$0
2
BAM
2
Belpointe Asset Management
Nevada
$0
3
GWA
3
Guidant Wealth Advisors
Illinois
$1.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$306K
5
SFP
5
Shepherd Financial Partners
Massachusetts
$64.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
101
Northwest Wealth Management
Iowa
$142K +$142K +4,330 New
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$138K +$10.4K +324 +8%
SFM
103
Signet Financial Management
New Jersey
$134K +$134K +4,082 New
Citigroup
104
Citigroup
New York
$125K +$122K +3,704 +3,858%
ECM
105
Exchange Capital Management
Michigan
$118K – – –
CAGAS
106
Capital Advisory Group Advisory Services
Minnesota
$112K +$112K +3,405 New
SWP
107
Stratos Wealth Partners
Ohio
$94K +$94K +2,863 New
IWM
108
IHT Wealth Management
Illinois
$87K -$3.67K -114 -4%
BlackRock
109
BlackRock
New York
$54K – – –
APA
110
American Portfolios Advisors
New York
$48.2K – – –
OIA
111
OneDigital Investment Advisors
Kansas
$34K +$133 +4 +0.4%
RE
112
RBC Europe
United Kingdom
$29.5K – – –
GWS
113
Glassman Wealth Services
Virginia
$28K – – –
ADL
114
Asset Dedication LLC
California
$28K +$15.5K +481 +124%
MFT
115
Moisand Fitzgerald Tamayo
Florida
$27K +$27K +832 New
SWA
116
Sutton Wealth Advisors
Florida
$23.6K – – –
FWM
117
Focused Wealth Management
New York
$22K +$22K +673 New
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$20K – – –
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$17K +$17K +526 New
BC
120
Barnett & Company
Tennessee
$15K – – –
AWM
121
Avior Wealth Management
Nebraska
$7K +$7K +207 New
AF
122
Allworth Financial
California
$6K +$6K +190 New
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
VDFA
124
Vickerman & Driscoll Financial Advisors
Washington
$4K +$4K +129 New
SWP
125
Strategic Wealth Partners
Ohio
$2K +$2K +60 New
2 3 4
5
6