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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

369 hedge funds and large institutions have $2.58B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 131 increasing their positions, 161 reducing their positions, and 26 closing their positions.

Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
6.5%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.76%
New
32
Increased
131
Reduced
161
Closed
26
Calls
$5.39M
Puts
$3.04M
Net Calls
+$2.35M
Net Calls Change
-$3.87M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$232M
2
PAS
2
Park Avenue Securities
New York
$23.5M
3
BIP
3
Blueprint Investment Partners
North Carolina
$22.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$61.8M
5
PFA
5
Professional Financial Advisors
Nebraska
$19.8M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$6.73M
2
SS
2
Simplicity Solutions
Minnesota
$0
3
BSWM
3
Boston Standard Wealth Management
Massachusetts
$23.6M
4
LFAS
4
Level Four Advisory Services
Texas
$1M
5
Ameriprise
5
Ameriprise
Minnesota
$4.87M
Name Market Value Shares Shares
Change 		Shares
Change %
IF
101
IRON Financial
Illinois
$3.75M 76,314 -137,190 -64%
RJFSA
102
Raymond James Financial Services Advisors
Florida
$3.59M 72,968 -21,586 -23%
SA
103
Shilanski & Associates
Alaska
$3.53M 71,787 +71,787 New
RMAM
104
Raab & Moskowitz Asset Management
New Jersey
$3.52M 71,534 -7,391 -9%
ACA
105
Aptus Capital Advisors
Alabama
$3.35M 68,025 -5,545 -8%
CWM
106
Cornerstone Wealth Management
Missouri
$3.34M 67,789 +53,374 +370%
MIAN
107
Mariner Independent Advisor Network
Kansas
$3.33M 67,631 -777 -1%
DWM
108
Doyle Wealth Management
Florida
$3.3M 67,140 -2,282 -3%
SFG
109
SNS Financial Group
Minnesota
$3.23M 65,745 -1,025 -2%
BG
110
Benedetti & Gucer
Georgia
$3.23M 65,748 +65,748 New
XF
111
XML Financial
Maryland
$3.22M 65,533 +3,846 +6%
OWA
112
Outlook Wealth Advisors
Texas
$3.15M 64,016 -1,521 -2%
JSL
113
JT Stratford LLC
Georgia
$3.11M 63,250 +130 +0.2%
LCM
114
LVM Capital Management
Michigan
$3.07M 62,317 -3,225 -5%
AWMS
115
Advocacy Wealth Management Services
Georgia
$3.04M 61,114 – –
CI
116
CX Institutional
Indiana
$3M 60,912 -131,297 -68%
WWM
117
Wiser Wealth Management
Georgia
$3M 60,906 -5,698 -9%
SA
118
Stewardship Advisors
Pennsylvania
$2.99M 60,851 -9,165 -13%
MWC
119
MBM Wealth Consultants
Missouri
$2.97M 60,412 +36 +0.1%
AWA
120
ARQ Wealth Advisors
Arizona
$2.96M 60,093 -528 -0.9%
SSWM
121
Sheets Smith Wealth Management
North Carolina
$2.94M 59,689 +7,329 +14%
AI
122
Atria Investments
North Carolina
$2.93M 59,620 +641 +1%
Bank of New York Mellon
123
Bank of New York Mellon
New York
$2.92M 59,429 -8,461 -12%
OPWM
124
Oakwell Private Wealth Management
Texas
$2.9M 58,929 -1,207 -2%
FFWM
125
Future Financial Wealth Management
Ohio
$2.9M 58,907 +407 +0.7%
3 4
5
6 7