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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

303 hedge funds and large institutions have $1.9B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 123 reducing their positions, and 24 closing their positions.

Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
6.13%
Holding in Top 10
37
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
33
Increased
103
Reduced
123
Closed
24
Calls
$14M
Puts
–
Net Calls
+$14M
Net Calls Change
+$13M

Top Buyers

1
FQ
1
First Quadrant
California
$56M
2
LPL Financial
2
LPL Financial
California
$146M
3
SCA
3
Snowden Capital Advisors
New York
$14.5M
4
FI
4
FormulaFolio Investments
Michigan
$58M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$39.9M

Top Sellers

1
BIP
1
Blueprint Investment Partners
North Carolina
$17.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$297K
3
SFS
3
Sowell Financial Services
Arkansas
$366K
4
WP
4
WealthPLAN Partners
Nebraska
$1.31M
5
UBS Group
5
UBS Group
Switzerland
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PSUF
101
People's United Financial
Connecticut
$2.19M 53,472 -1,182 -2%
Creative Planning
102
Creative Planning
Kansas
$2.18M 53,342 -441 -0.8%
Truist Financial
103
Truist Financial
North Carolina
$2.14M 52,442 +602 +1%
OPS
104
Orion Portfolio Solutions
Nebraska
$2.13M 52,145 -3,236 -6%
AF
105
Aldebaran Financial
$2.09M 51,088 +5,634 +12%
SW
106
SlateStone Wealth
Florida
$2.07M 50,492 -39,236 -44%
PPA
107
Parametric Portfolio Associates
Washington
$2.05M 50,119 -2,461 -5%
AWA
108
ARQ Wealth Advisors
Arizona
$2.03M 49,639 +1,231 +3%
OIA
109
OneDigital Investment Advisors
Kansas
$2.03M 49,597 +7,639 +18%
CFGF
110
Compass Financial Group (Florida)
Florida
$2.01M 49,185 -1,413 -3%
SSWM
111
Sheets Smith Wealth Management
North Carolina
$1.98M 48,356 +53 +0.1%
FWM
112
FSA Wealth Management
Massachusetts
$1.92M 46,928 +6,786 +17%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$1.89M 46,105 +497 +1%
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$1.82M 44,589 +11 +0%
WCM
115
Wealthcare Capital Management
Virginia
$1.81M 44,205 -302 -0.7%
DT
116
Daniels + Tansey
Delaware
$1.7M 41,677 +41,677 New
IWM
117
IHT Wealth Management
Illinois
$1.69M 41,425 +3,154 +8%
TI
118
Trexquant Investment
Connecticut
$1.6M 39,024 +32,294 +480%
MIAN
119
Mariner Independent Advisor Network
Kansas
$1.59M 38,834 -10,898 -22%
BBHC
120
Brown Brothers Harriman & Co
New York
$1.59M 38,803 -5,085 -12%
ADL
121
Asset Dedication LLC
California
$1.57M 38,426 +15,785 +70%
FHC
122
First Heartland Consultants
Missouri
$1.54M 37,673 +2,829 +8%
SB
123
Strategic Blueprint
Georgia
$1.54M 37,583 -11,125 -23%
GP
124
Girard Partners
Pennsylvania
$1.53M 37,491 -318 -0.8%
SFP
125
Strategic Financial Planning
Texas
$1.52M 37,050 -26 -0.1%
3 4
5
6 7