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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

369 hedge funds and large institutions have $2.58B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 131 increasing their positions, 161 reducing their positions, and 26 closing their positions.

Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
6.5%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.76%
New
32
Increased
131
Reduced
161
Closed
26
Calls
$5.39M
Puts
$3.04M
Net Calls
+$2.35M
Net Calls Change
-$3.87M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$232M
2
PAS
2
Park Avenue Securities
New York
$23.5M
3
BIP
3
Blueprint Investment Partners
North Carolina
$22.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$61.8M
5
PFA
5
Professional Financial Advisors
Nebraska
$19.8M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$6.73M
2
SS
2
Simplicity Solutions
Minnesota
$0
3
BSWM
3
Boston Standard Wealth Management
Massachusetts
$23.6M
4
LFAS
4
Level Four Advisory Services
Texas
$1M
5
Ameriprise
5
Ameriprise
Minnesota
$4.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
126
People's United Financial
Connecticut
$2.84M +$47.7K +969 +2%
AFG
127
Affinia Financial Group
Massachusetts
$2.82M -$684K -13,168 -20%
AWM
128
Avior Wealth Management
Nebraska
$2.81M -$285K -5,800 -9%
VAG
129
VisionPoint Advisory Group
Texas
$2.79M +$604K +12,285 +28%
MWM
130
McNaughton Wealth Management
California
$2.76M -$21K -426 -0.8%
AF
131
Aldebaran Financial
$2.73M -$77.2K -1,570 -3%
OPS
132
Orion Portfolio Solutions
Nebraska
$2.72M -$30.2K -614 -1%
PPA
133
Parametric Portfolio Associates
Washington
$2.51M -$138K -2,806 -5%
KAS
134
Kestra Advisory Services
Texas
$2.48M +$1.94M +39,486 +364%
IWC
135
Integrated Wealth Concepts
Massachusetts
$2.43M +$617K +12,548 +34%
CFGF
136
Compass Financial Group (Florida)
Florida
$2.35M -$5.76K -117 -0.2%
IF
137
Intrua Financial
Texas
$2.34M +$1.84M +35,553 +368%
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$2.18M -$393K -7,992 -15%
MFA
139
McClarren Financial Advisors
Pennsylvania
$2.15M +$21.6K +440 +1%
IRC
140
Investors Research Corp
Georgia
$2.14M +$592K +12,034 +38%
WFPG
141
Waller Financial Planning Group
Ohio
$2.07M -$432K -8,782 -17%
PFGIA
142
Patriot Financial Group Insurance Agency
Massachusetts
$2M -$36.5K -742 -2%
CWM
143
Cabot Wealth Management
Massachusetts
$1.99M +$166K +3,380 +9%
TCM
144
Towercrest Capital Management
Pennsylvania
$1.96M +$204K +4,152 +12%
ASN
145
Advisory Services Network
Georgia
$1.91M -$24.4K -495 -1%
WCM
146
Wealthcare Capital Management
Virginia
$1.89M -$182K -3,705 -9%
SFP
147
Strategic Financial Planning
Texas
$1.89M +$67.5K +1,373 +4%
ECA
148
Elevated Capital Advisors
Utah
$1.82M -$216K -4,225 -11%
SWA
149
Stratos Wealth Advisors
Ohio
$1.75M +$285K +5,793 +19%
DT
150
Daniels + Tansey
Delaware
$1.74M -$100K -2,033 -5%
4 5
6
7 8