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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

298 hedge funds and large institutions have $1.75B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 22 closing their positions.

Holders
298
Holders Change
+17
Holders Change %
+6.05%
% of All Funds
6.13%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.76%
New
41
Increased
105
Reduced
115
Closed
22
Calls
$1.37M
Puts
$374K
Net Calls
+$996K
Net Calls Change
+$1.52M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$120M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$78.8M
3
PAG
3
Private Advisor Group
New Jersey
$50M
4
BIP
4
Blueprint Investment Partners
North Carolina
$36.2M
5
RW
5
RVW Wealth
California
$19M

Top Sellers

1
AFG
1
Affinia Financial Group
Massachusetts
$3.01M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$512K
3
WEPOG
3
Wealth Enhancement & Preservation of GA
Georgia
$6.73M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$39M
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
126
IHT Wealth Management
Illinois
$1.45M 38,271 +22,210 +138%
GP
127
Girard Partners
Pennsylvania
$1.43M 37,809 +2,237 +6%
SFP
128
Strategic Financial Planning
Texas
$1.4M 37,076 +11,445 +45%
OMC
129
Old Mission Capital
Illinois
$1.4M 37,078 +37,078 New
JIC
130
JRM Investment Counsel
Nebraska
$1.35M 35,813 -5,043 -12%
BCB
131
Brian C. Broderick
$1.33M 35,100 -3,000 -8%
BFG
132
Beacon Financial Group
Texas
$1.33M 39,871 +39,871 New
BAM
133
Belpointe Asset Management
Nevada
$1.32M 34,934 -59,749 -63%
FHC
134
First Heartland Consultants
Missouri
$1.32M 34,844 +15,317 +78%
LFG
135
LifePlan Financial Group
Ohio
$1.31M 34,722 -3,096 -8%
AWMG
136
Alliance Wealth Management Group
New Jersey
$1.3M 34,438 -4,705 -12%
DSN
137
D. Scott Neal
Kentucky
$1.27M 33,592 -120 -0.4%
VCM
138
Virtue Capital Management
Tennessee
$1.24M 32,874 +32,874 New
JWA
139
JFS Wealth Advisors
Pennsylvania
$1.24M 32,822 +2,739 +9%
WOSD
140
WFA of San Diego
California
$1.22M 31,969 +31,969 New
APA
141
American Portfolios Advisors
New York
$1.21M 32,138 +1,485 +5%
Principal Financial Group
142
Principal Financial Group
Iowa
$1.19M 31,596 -12,860 -29%
CA
143
Calton & Associates
Florida
$1.11M 29,296 +1,678 +6%
VFA
144
Voya Financial Advisors
Connecticut
$1.1M 29,481 +29,481 New
NWM
145
Northwest Wealth Management
Iowa
$1.03M 27,244 +2,341 +9%
SWM
146
Sanctuary Wealth Management
Idaho
$1.02M 26,893 -2,659 -9%
SCA
147
Snowden Capital Advisors
New York
$1M 26,501 +2,048 +8%
IRC
148
Investors Research Corp
Georgia
$997K 26,400 +6,191 +31%
Goldman Sachs
149
Goldman Sachs
New York
$983K 26,028 -50,000 -66%
MML Investors Services
150
MML Investors Services
Massachusetts
$982K 25,990 -1,835 -7%
4 5
6
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