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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

366 hedge funds and large institutions have $2.37B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 135 increasing their positions, 117 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+63
Holders Change %
+20.79%
% of All Funds
6.49%
Holding in Top 10
46
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+24.32%
% of All Funds
0.82%
New
81
Increased
135
Reduced
117
Closed
15
Calls
$6.8M
Puts
$579K
Net Calls
+$6.22M
Net Calls Change
-$7.76M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$66.5M
2
AIM
Astor Investment Management
Illinois
$37.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41M
4
LPL Financial
LPL Financial
California
$191M
5
AWM
AE Wealth Management
Kansas
$19.6M

Top Sellers

1
BSWM
Boston Standard Wealth Management
Massachusetts
$34.6M
2
BPB
Badgley, Phelps & Bell
Washington
$851K
3
BIP
Blueprint Investment Partners
North Carolina
$17.5K
4
FI
FormulaFolio Investments
Michigan
$52M
5
SA
Stewardship Advisors
Pennsylvania
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
101
Sterneck Capital Management
Missouri
$3.25M -$75.4K -1,636 -2%
SA
102
Stewardship Advisors
Pennsylvania
$3.23M -$10.2M -220,575 -76%
DWM
103
Doyle Wealth Management
Florida
$3.2M +$1.34K +29 +0%
MIAN
104
Mariner Independent Advisor Network
Kansas
$3.15M +$1.36M +29,574 +76%
EH
105
Equitable Holdings
New York
$3.15M +$35.4K +768 +1%
Bank of New York Mellon
106
Bank of New York Mellon
New York
$3.13M +$3.13M +67,890 New
AFG
107
Affinia Financial Group
Massachusetts
$3.1M -$150K -3,249 -5%
SFG
108
SNS Financial Group
Minnesota
$3.08M -$79.6K -1,728 -3%
WWM
109
Wiser Wealth Management
Georgia
$3.07M +$3.07M +66,604 New
LCM
110
LVM Capital Management
Michigan
$3.02M -$201K -4,365 -6%
OWA
111
Outlook Wealth Advisors
Texas
$3.02M +$3.02M +65,537 New
OIA
112
OneDigital Investment Advisors
Kansas
$2.96M +$652K +13,997 +28%
JSL
113
JT Stratford LLC
Georgia
$2.91M +$47.9K +1,040 +2%
AWM
114
Avior Wealth Management
Nebraska
$2.9M -$185K -4,011 -6%
XF
115
XML Financial
Maryland
$2.84M +$196K +4,249 +7%
AWMS
116
Advocacy Wealth Management Services
Georgia
$2.82M +$50.4K +1,094 +2%
AWA
117
ARQ Wealth Advisors
Arizona
$2.79M +$506K +10,982 +22%
MWC
118
MBM Wealth Consultants
Missouri
$2.78M +$100K +2,176 +4%
OPWM
119
Oakwell Private Wealth Management
Texas
$2.77M +$2.77M +60,136 New
AI
120
Atria Investments
North Carolina
$2.72M +$2.72M +58,979 New
FFWM
121
Future Financial Wealth Management
Ohio
$2.7M +$2.7M +58,500 New
AF
122
Aldebaran Financial
$2.63M +$276K +5,996 +12%
PSUF
123
People's United Financial
Connecticut
$2.62M +$150K +3,264 +6%
MWM
124
McNaughton Wealth Management
California
$2.6M +$10.5K +227 +0.4%
OPS
125
Orion Portfolio Solutions
Nebraska
$2.57M +$169K +3,660 +7%
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5
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