SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

128 hedge funds and large institutions have $477M invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 49 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+44
Holders Change %
+52.38%
% of All Funds
2.94%
Holding in Top 10
18
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+350%
% of All Funds
0.41%
New
49
Increased
49
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$53.5M
2
BFG
2
Barber Financial Group
Kansas
$31.8M
3
AAS
3
Annex Advisory Services
Wisconsin
$15.6M
4
K
4
Kemper
Illinois
$13.9M
5
SWM
5
SigFig Wealth Management
California
$10.4M

Top Sellers

1
FAM
1
Formidable Asset Management
Ohio
$0
2
BAM
2
Belpointe Asset Management
Nevada
$0
3
GWA
3
Guidant Wealth Advisors
Illinois
$1.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$306K
5
SFP
5
Shepherd Financial Partners
Massachusetts
$64.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
126
Virtue Capital Management
Tennessee
$1K +$1K +16 New
CPA
127
Clear Perspective Advisors
Illinois
$1K +$1K +25 New
FAM
128
Formidable Asset Management
Ohio
– -$2.53M -76,065 Closed
BAM
129
Belpointe Asset Management
Nevada
– -$2.3M -69,319 Closed
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
– -$26K -768 Closed
FAAS
131
First Allied Advisory Services
California
– -$14K -420 Closed
SCA
132
Stuart Chaussee & Associates
California
– -$14K -405 Closed
2 3 4 5
6