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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

289 hedge funds and large institutions have $2.48B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 106 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+62
Holders Change %
+27.31%
% of All Funds
5.71%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.77%
New
78
Increased
106
Reduced
79
Closed
13
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$77.4M
2
AF
2
Allworth Financial
California
$634M
3
Truist Financial
3
Truist Financial
North Carolina
$10.3M
4
AAS
4
Annex Advisory Services
Wisconsin
$95.1M
5
WP
5
WealthPLAN Partners
Nebraska
$17.4M

Top Sellers

1
SC
1
Savant Capital
Illinois
$8.33M
2
BL
2
Balentine LLC
Georgia
$114M
3
Jane Street
3
Jane Street
New York
$973K
4
NAS
4
Nicolet Advisory Services
Wisconsin
$8.2M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
101
CreativeOne Wealth
Kansas
$2.31M +$482K +12,093 +26%
AW
102
ACG Wealth
Georgia
$2.3M +$270K +6,764 +13%
FAAM
103
First Ascent Asset Management
Colorado
$2.3M +$2.3M +57,718 New
MWC
104
MBM Wealth Consultants
Missouri
$2.29M +$120K +3,002 +6%
AF
105
Aldebaran Financial
$2.29M -$83.1K -2,084 -4%
VCM
106
Virtue Capital Management
Tennessee
$2.27M +$2.27M +56,819 New
MML Investors Services
107
MML Investors Services
Massachusetts
$2.25M +$210K +5,272 +10%
JSL
108
JT Stratford LLC
Georgia
$2.19M +$390K +9,777 +22%
BBHC
109
Brown Brothers Harriman & Co
New York
$2.15M – – –
CA
110
Crumly & Associates
Illinois
$2.1M +$2.1M +52,696 New
GWM
111
Geneos Wealth Management
Colorado
$2.07M +$148K +3,715 +8%
TCM
112
Towercrest Capital Management
Pennsylvania
$2.06M -$11.7K -294 -0.6%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$2.04M -$233K -5,835 -10%
CFGF
114
Compass Financial Group (Florida)
Florida
$2.03M -$9.01K -226 -0.4%
AWMG
115
Alliance Wealth Management Group
New Jersey
$2.02M -$11.8K -296 -0.6%
FIA
116
Foundations Investment Advisors
Arizona
$1.97M +$310K +7,726 +19%
PFGIA
117
Patriot Financial Group Insurance Agency
Massachusetts
$1.93M +$18.7K +470 +1%
Principal Financial Group
118
Principal Financial Group
Iowa
$1.91M -$212K -5,325 -10%
OIA
119
OneDigital Investment Advisors
Kansas
$1.86M -$26.8K -672 -1%
Koshinski Asset Management
120
Koshinski Asset Management
Illinois
$1.85M +$1.85M +46,476 New
OPS
121
Orion Portfolio Solutions
Nebraska
$1.8M +$1.8M +45,029 New
WCM
122
Wealthcare Capital Management
Virginia
$1.78M -$4.07K -102 -0.2%
TC
123
TownSquare Capital
Utah
$1.74M -$56.2K -1,411 -3%
BSAM
124
Blue Sky Asset Management
Colorado
$1.73M +$1.73M +43,310 New
DIP
125
DT Investment Partners
Pennsylvania
$1.66M – – –
3 4
5
6 7