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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

303 hedge funds and large institutions have $1.9B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 123 reducing their positions, and 24 closing their positions.

Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
6.13%
Holding in Top 10
37
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
33
Increased
103
Reduced
123
Closed
24
Calls
$14M
Puts
–
Net Calls
+$14M
Net Calls Change
+$13M

Top Buyers

1
FQ
1
First Quadrant
California
$56M
2
LPL Financial
2
LPL Financial
California
$146M
3
SCA
3
Snowden Capital Advisors
New York
$14.5M
4
FI
4
FormulaFolio Investments
Michigan
$58M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$39.9M

Top Sellers

1
BIP
1
Blueprint Investment Partners
North Carolina
$17.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$297K
3
SFS
3
Sowell Financial Services
Arkansas
$366K
4
WP
4
WealthPLAN Partners
Nebraska
$1.31M
5
UBS Group
5
UBS Group
Switzerland
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
126
Towercrest Capital Management
Pennsylvania
$1.5M 36,656 -3,824 -9%
BCB
127
Brian C. Broderick
$1.44M 35,100 – –
JIC
128
JRM Investment Counsel
Nebraska
$1.41M 34,417 -1,396 -4%
VFA
129
Voya Financial Advisors
Connecticut
$1.4M 34,450 +4,969 +17%
DSN
130
D. Scott Neal
Kentucky
$1.39M 33,930 +338 +1%
LFG
131
LifePlan Financial Group
Ohio
$1.38M 33,704 -1,018 -3%
BFG
132
Beacon Financial Group
Texas
$1.33M 39,871 – –
JWA
133
JFS Wealth Advisors
Pennsylvania
$1.32M 32,353 -469 -1%
APA
134
American Portfolios Advisors
New York
$1.31M 32,092 -46 -0.1%
WP
135
WealthPLAN Partners
Nebraska
$1.31M 30,163 -184,167 -86%
HR
136
Hayden Royal
North Carolina
$1.26M 30,829 +30,829 New
AWMG
137
Alliance Wealth Management Group
New Jersey
$1.25M 30,570 -3,868 -11%
Jane Street
138
Jane Street
New York
$1.24M 30,294 -32,498 -52%
CA
139
Calton & Associates
Florida
$1.24M 30,295 +999 +3%
Principal Financial Group
140
Principal Financial Group
Iowa
$1.2M 29,325 -2,271 -7%
PG
141
Prostatis Group
Maryland
$1.2M 29,250 +12,042 +70%
ASN
142
Advisory Services Network
Georgia
$1.2M 29,214 +3,696 +14%
CWM
143
Cabot Wealth Management
Massachusetts
$1.17M 28,618 +6,042 +27%
NWM
144
Northwest Wealth Management
Iowa
$1.16M 28,293 +1,049 +4%
RC
145
Roundview Capital
New Jersey
$1.15M 28,063 +2,351 +9%
AWM
146
AE Wealth Management
Kansas
$1.14M 27,942 -91,491 -77%
WOSD
147
WFA of San Diego
California
$1.14M 27,793 -4,176 -13%
IRC
148
Investors Research Corp
Georgia
$1.08M 26,354 -46 -0.2%
RPSA
149
Richard P. Slaughter Associates
Texas
$1.07M 26,113 +7,696 +42%
Goldman Sachs
150
Goldman Sachs
New York
$1.06M 26,028 – –
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