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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

214 hedge funds and large institutions have $1.79B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 112 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+10
Holders Change %
+4.9%
% of All Funds
4.66%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.5%
New
26
Increased
112
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$538M
2
LFGH
2
Lee Financial Group Hawaii
Hawaii
$11.7M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$9.72M
4
AAS
4
Annex Advisory Services
Wisconsin
$72.9M
5
APA
5
American Portfolios Advisors
New York
$4.66M

Top Sellers

1
SWM
1
Sanctuary Wealth Management
Idaho
$3.36M
2
IF
2
IRON Financial
Illinois
$10.5M
3
BTS
3
BB&T Securities
Virginia
$5.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$543K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
126
Roundview Capital
New Jersey
$659K +$260K +7,141 +65%
JFA
127
JNBA Financial Advisors
Minnesota
$646K -$18.4K -504 -3%
FHA
128
First Horizon Advisors
Tennessee
$642K – – –
DAS
129
Dynamic Advisor Solutions
Arizona
$623K +$34.3K +941 +6%
PTC
130
Private Trust Company
Ohio
$622K -$121K -3,335 -16%
AA
131
Advisory Alpha
Michigan
$605K +$571K +15,463 +1,677%
BJL
132
Brighton Jones LLC
Washington
$587K +$40.3K +1,106 +7%
BF
133
BOK Financial
Oklahoma
$585K +$17.8K +489 +3%
PA
134
PFG Advisors
Arizona
$574K +$574K +15,295 New
FHC
135
First Heartland Consultants
Missouri
$556K -$155K -4,258 -22%
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$543K -$5.34M -146,588 -91%
ODCM
137
Old Dominion Capital Management
Virginia
$526K +$2.48K +68 +0.5%
RFN
138
RDA Financial Network
Iowa
$498K -$8.81K -239 -2%
PCP
139
Proficio Capital Partners
Massachusetts
$494K +$228K +6,240 +85%
CA
140
Cetera Advisors
Colorado
$490K -$58.7K -1,620 -11%
PWM
141
Paulson Wealth Management
Illinois
$450K -$122K -3,275 -21%
CAL
142
Capital Analysts LLC
Pennsylvania
$415K +$362K +9,917 +682%
TYCC
143
Texas Yale Capital Corp
Florida
$409K -$409K -11,216 -50%
VHAM
144
Van Hulzen Asset Management
California
$385K +$385K +10,551 New
PP
145
PrairieView Partners
Minnesota
$379K +$379K +10,406 New
Renaissance Technologies
146
Renaissance Technologies
New York
$372K +$131K +3,600 +55%
Lido Advisors
147
Lido Advisors
California
$355K +$39.6K +1,087 +13%
BWP
148
Bernardo Wealth Planning
Pennsylvania
$355K +$355K +9,724 New
MGIA
149
Moneta Group Investment Advisors
Missouri
$343K -$725K -19,898 -68%
ACM
150
AlphaStar Capital Management
North Carolina
$341K +$341K +9,363 New
4 5
6
7 8