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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

214 hedge funds and large institutions have $1.79B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 112 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+10
Holders Change %
+4.9%
% of All Funds
4.66%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.5%
New
26
Increased
112
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$538M
2
LFGH
2
Lee Financial Group Hawaii
Hawaii
$11.7M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$9.72M
4
AAS
4
Annex Advisory Services
Wisconsin
$72.9M
5
APA
5
American Portfolios Advisors
New York
$4.66M

Top Sellers

1
SWM
1
Sanctuary Wealth Management
Idaho
$3.36M
2
IF
2
IRON Financial
Illinois
$10.5M
3
BTS
3
BB&T Securities
Virginia
$5.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$543K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
101
CreativeOne Wealth
Kansas
$1.27M +$700K +19,208 +124%
PWMG
102
Prestige Wealth Management Group
New Jersey
$1.25M -$183K -5,008 -13%
ACA
103
Aptus Capital Advisors
Alabama
$1.22M +$1.22M +33,571 New
VIM
104
Vista Investment Management
Pennsylvania
$1.22M +$112K +3,070 +10%
PSG
105
Planning Solutions Group
Maryland
$1.16M -$7.29K -200 -0.6%
FIM
106
Fernwood Investment Management
Massachusetts
$1.16M +$229K +6,278 +25%
MML Investors Services
107
MML Investors Services
Massachusetts
$1.15M -$292K -8,005 -20%
WPSG
108
Wealth & Pension Services Group
Georgia
$1.11M +$56.3K +1,543 +5%
BAM
109
Belpointe Asset Management
Nevada
$1.07M +$1.07M +29,271 New
JWA
110
JFS Wealth Advisors
Pennsylvania
$998K -$36.8K -1,010 -4%
GWA
111
Guidant Wealth Advisors
Illinois
$951K -$118K -3,248 -11%
W
112
Wealthquest
Ohio
$920K +$920K +25,234 New
TA
113
TCG Advisors
Texas
$915K -$505K -13,722 -36%
GAM
114
Garrison Asset Management
Arkansas
$913K – – –
NWM
115
Northwest Wealth Management
Iowa
$910K +$673K +18,437 +283%
HIM
116
Hanlon Investment Management
New Jersey
$900K +$311K +8,538 +53%
CF
117
Copperwynd Financial
Arizona
$898K -$984 -27 -0.1%
SFM
118
Signet Financial Management
New Jersey
$832K +$98.1K +2,614 +13%
PFC
119
Personal Financial Consultants
California
$778K +$209K +5,729 +37%
MIM
120
Moseley Investment Management
Florida
$762K +$215K +5,907 +39%
SCA
121
Snowden Capital Advisors
New York
$747K +$481K +13,181 +181%
CIAS
122
Capital Investment Advisory Services
North Carolina
$733K +$53.2K +1,435 +8%
RPGK
123
Retirement Planning Group (Kansas)
Kansas
$687K +$35.6K +976 +5%
TCM
124
Telos Capital Management
California
$678K +$134K +3,679 +25%
AFP
125
Ausdal Financial Partners
Iowa
$659K -$631K -16,872 -49%
3 4
5
6 7