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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

169 hedge funds and large institutions have $1.3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
3.87%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.44%
New
34
Increased
84
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$553M
2
BTS
2
BB&T Securities
Virginia
$20.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$21.4M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$15.7M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$15.8M

Top Sellers

1
FAM
1
Formidable Asset Management
Ohio
$0
2
JFA
2
JNBA Financial Advisors
Minnesota
$0
3
FI
3
FormulaFolio Investments
Michigan
$35M
4
RA
4
RFG Advisory
Alabama
$5.13M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$62.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$464K +$167K +4,611 +56%
BBA
102
Braun-Bostich & Associates
Pennsylvania
$457K -$507 -14 -0.1%
NP
103
NorthRock Partners
Minnesota
$452K – – –
TRCT
104
Tower Research Capital (TRC)
New York
$419K -$945K -26,116 -69%
TYCC
105
Texas Yale Capital Corp
Florida
$406K +$724 +20 +0.2%
LFGH
106
Lee Financial Group Hawaii
Hawaii
$402K +$402K +11,112 New
GBBWRPM
107
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$399K -$2.61K -72 -0.6%
CS
108
Credit Suisse
Switzerland
$393K -$170K -4,713 -30%
TCM
109
Telos Capital Management
California
$352K +$70.8K +1,959 +25%
DWM
110
Doyle Wealth Management
Florida
$339K +$90.2K +2,496 +36%
FIM
111
Fernwood Investment Management
Massachusetts
$334K -$7.57K -209 -2%
KLI
112
Kelman-Lazarov Inc
Tennessee
$331K – – –
SWM
113
Stockman Wealth Management
Montana
$311K +$311K +8,595 New
Fidelity Investments
114
Fidelity Investments
Massachusetts
$308K -$5.15K -142 -2%
JGIA
115
Jackson Grant Investment Advisers
Connecticut
$307K +$217K +5,999 +241%
VF
116
Virtu Financial
New York
$299K +$299K +8,247 New
Millennium Management
117
Millennium Management
New York
$280K +$280K +7,739 New
CAGAS
118
Capital Advisory Group Advisory Services
Minnesota
$275K +$104K +2,825 +60%
ATFA
119
All Terrain Financial Advisors
Minnesota
$264K +$72 +2 +0%
AF
120
Aldebaran Financial
$258K +$258K +7,131 New
CIA
121
Capital Investment Advisors
Georgia
$254K – – –
Renaissance Technologies
122
Renaissance Technologies
New York
$246K -$123K -3,400 -33%
GLA
123
Good Life Advisors
Pennsylvania
$235K +$235K +6,447 New
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$231K +$35.6K +988 +18%
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$230K – – –
3 4
5
6 7