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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

227 hedge funds and large institutions have $1.89B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 116 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+13
Holders Change %
+6.07%
% of All Funds
4.99%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.59%
New
29
Increased
116
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
$570M
2
UBS Group
UBS Group
Switzerland
$24.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$23.1M
4
GRP
Global Retirement Partners
California
$10.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.7M

Top Sellers

1
SFP
Shepherd Financial Partners
Massachusetts
$50.2M
2
PPA
Parametric Portfolio Associates
Washington
$96.7M
3
BCI
Brinker Capital Investments
Pennsylvania
$55.9M
4
IF
IRON Financial
Illinois
$6.13M
5
APA
American Portfolios Advisors
New York
$58.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
101
OneDigital Investment Advisors
Kansas
$1.74M +$1.7M +46,337 +4,417%
TC
102
TownSquare Capital
Utah
$1.72M +$40.5K +1,062 +2%
CW
103
CreativeOne Wealth
Kansas
$1.69M +$414K +11,282 +33%
JSL
104
JT Stratford LLC
Georgia
$1.66M +$77.5K +2,110 +5%
BCB
105
Brian C. Broderick
$1.65M – – –
WCM
106
Wealthcare Capital Management
Virginia
$1.65M -$331K -9,006 -17%
DIP
107
DT Investment Partners
Pennsylvania
$1.53M – – –
FIA
108
Foundations Investment Advisors
Arizona
$1.49M +$1.49M +41,419 New
W
109
Wealthquest
Ohio
$1.42M +$489K +13,321 +53%
IA
110
IFP Advisors
Florida
$1.39M +$1.39M +38,306 New
GM
111
GeoWealth Management
Illinois
$1.39M +$1.39M +37,905 New
DSN
112
D. Scott Neal
Kentucky
$1.34M +$3.89K +106 +0.3%
SFS
113
Sowell Financial Services
Arkansas
$1.3M +$1.3M +35,354 New
CPO
114
Cerity Partners OCIO
New York
$1.28M -$50.9K -1,384 -4%
PWMG
115
Prestige Wealth Management Group
New Jersey
$1.26M -$1.95K -53 -0.2%
FIM
116
Fernwood Investment Management
Massachusetts
$1.22M +$58.1K +1,581 +5%
Simplex Trading
117
Simplex Trading
Illinois
$1.22M +$1.17M +31,829 +2,522%
GBBWRPM
118
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.16M -$163K -4,432 -12%
WPSG
119
Wealth & Pension Services Group
Georgia
$1.15M +$28.5K +777 +3%
LNC
120
Lincoln National Corp
Pennsylvania
$1.11M +$1.11M +30,094 New
NWM
121
Northwest Wealth Management
Iowa
$1.03M +$109K +2,967 +12%
MIM
122
Moseley Investment Management
Florida
$1.03M +$257K +6,989 +33%
JWA
123
JFS Wealth Advisors
Pennsylvania
$1.01M +$7.9K +215 +0.8%
GWA
124
Guidant Wealth Advisors
Illinois
$934K -$25K -679 -3%
DAS
125
Dynamic Advisor Solutions
Arizona
$893K +$266K +7,237 +42%
3 4
5
6 7