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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

227 hedge funds and large institutions have $1.89B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 116 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+13
Holders Change %
+6.07%
% of All Funds
4.99%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.59%
New
29
Increased
116
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
$570M
2
UBS Group
UBS Group
Switzerland
$24.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$23.1M
4
GRP
Global Retirement Partners
California
$10.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.7M

Top Sellers

1
SFP
Shepherd Financial Partners
Massachusetts
$50.2M
2
PPA
Parametric Portfolio Associates
Washington
$96.7M
3
BCI
Brinker Capital Investments
Pennsylvania
$55.9M
4
IF
IRON Financial
Illinois
$6.13M
5
APA
American Portfolios Advisors
New York
$58.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
126
Garrison Asset Management
Arkansas
$892K -$27.7K -755 -3%
CF
127
Copperwynd Financial
Arizona
$886K -$52.4K -1,374 -6%
SCA
128
Snowden Capital Advisors
New York
$878K +$126K +3,422 +17%
KM
129
Kalos Management
Georgia
$873K +$873K +22,840 New
BJL
130
Brighton Jones LLC
Washington
$848K +$256K +6,978 +43%
RC
131
Roundview Capital
New Jersey
$838K +$174K +4,741 +26%
SFM
132
Signet Financial Management
New Jersey
$783K -$63K -1,652 -7%
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$776K +$228K +6,210 +42%
CIAS
134
Capital Investment Advisory Services
North Carolina
$773K +$46.4K +1,264 +6%
EWA
135
EP Wealth Advisors
California
$765K +$765K +20,820 New
TCM
136
Telos Capital Management
California
$764K +$80.9K +2,202 +12%
VIM
137
Vista Investment Management
Pennsylvania
$748K -$476K -12,956 -39%
HR
138
Hayden Royal
North Carolina
$696K +$696K +18,940 New
RPGK
139
Retirement Planning Group (Kansas)
Kansas
$682K -$11.1K -302 -2%
FHA
140
First Horizon Advisors
Tennessee
$647K – – –
CAL
141
Capital Analysts LLC
Pennsylvania
$630K +$213K +5,791 +51%
JFA
142
JNBA Financial Advisors
Minnesota
$593K -$57.9K -1,575 -9%
BF
143
BOK Financial
Oklahoma
$590K – – –
CA
144
Cetera Advisors
Colorado
$588K +$94.2K +2,580 +19%
PTC
145
Private Trust Company
Ohio
$587K -$39.3K -1,071 -6%
TRCT
146
Tower Research Capital (TRC)
New York
$586K +$490K +13,352 +513%
GP
147
Girard Partners
Pennsylvania
$562K +$562K +15,305 New
ODCM
148
Old Dominion Capital Management
Virginia
$524K -$6.58K -179 -1%
Lido Advisors
149
Lido Advisors
California
$498K +$140K +3,797 +39%
PCP
150
Proficio Capital Partners
Massachusetts
$497K – – –
4 5
6
7 8