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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

191 hedge funds and large institutions have $1.41B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2018 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 82 increasing their positions, 42 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+22
Holders Change %
+13.02%
% of All Funds
4.26%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.62%
New
48
Increased
82
Reduced
42
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BL
Balentine LLC
Georgia
$93.1M
2
PPA
Parametric Portfolio Associates
Washington
$86M
3
CI
CX Institutional
Indiana
$31.4M
4
Bank of America
Bank of America
North Carolina
$29.1M
5
AAS
Annex Advisory Services
Wisconsin
$48.2M

Top Sellers

1
AF
Allworth Financial
California
$395M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
BTS
BB&T Securities
Virginia
$206K
4
SCA
Stuart Chaussee & Associates
California
$0
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
126
Brighton Jones LLC
Washington
$535K +$535K +17,322 New
DAS
127
Dynamic Advisor Solutions
Arizona
$532K +$532K +16,073 New
SFS
128
Sowell Financial Services
Arkansas
$531K +$531K +17,163 New
CIAS
129
Capital Investment Advisory Services
North Carolina
$526K -$272K -8,819 -34%
BF
130
BOK Financial
Oklahoma
$490K +$61.9K +2,002 +14%
Envestnet Asset Management
131
Envestnet Asset Management
Illinois
$469K +$469K +15,186 New
DWM
132
Doyle Wealth Management
Florida
$468K +$178K +5,767 +62%
PWM
133
Paulson Wealth Management
Illinois
$465K +$271K +8,286 +139%
CAM
134
Congress Asset Management
Massachusetts
$454K +$454K +14,684 New
LFGH
135
Lee Financial Group Hawaii
Hawaii
$449K +$105K +3,405 +31%
ODCM
136
Old Dominion Capital Management
Virginia
$425K -$875 -30 -0.2%
BBA
137
Braun-Bostich & Associates
Pennsylvania
$390K – – –
TCM
138
Telos Capital Management
California
$361K +$60.4K +1,955 +20%
NP
139
NorthRock Partners
Minnesota
$352K -$34K -1,097 -9%
TYCC
140
Texas Yale Capital Corp
Florida
$347K – – –
DWM
141
Darwin Wealth Management
Florida
$324K -$276K -8,919 -46%
RFC
142
Regions Financial Corp
Alabama
$323K +$323K +10,454 New
CPA
143
Clear Perspective Advisors
Illinois
$321K +$321K +10,383 New
CW
144
CreativeOne Wealth
Kansas
$316K +$316K +10,233 New
RPGK
145
Retirement Planning Group (Kansas)
Kansas
$308K +$308K +9,973 New
KLI
146
Kelman-Lazarov Inc
Tennessee
$283K – – –
ACM
147
Alta Capital Management
Utah
$278K +$278K +9,000 New
JGIA
148
Jackson Grant Investment Advisers
Connecticut
$269K +$6.25K +202 +2%
SWM
149
Stockman Wealth Management
Montana
$266K – – –
Comerica Bank
150
Comerica Bank
Texas
$256K +$256K +7,800 New
4 5
6
7 8