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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

169 hedge funds and large institutions have $1.3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
3.87%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.44%
New
34
Increased
84
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$553M
2
BTS
2
BB&T Securities
Virginia
$20.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$21.4M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$15.7M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$15.8M

Top Sellers

1
FAM
1
Formidable Asset Management
Ohio
$0
2
JFA
2
JNBA Financial Advisors
Minnesota
$0
3
FI
3
FormulaFolio Investments
Michigan
$35M
4
RA
4
RFG Advisory
Alabama
$5.13M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$62.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
151
William Blair & Company
Illinois
$42K – – –
MFT
152
Moisand Fitzgerald Tamayo
Florida
$42K +$687 +19 +2%
RE
153
RBC Europe
United Kingdom
$32.6K – – –
GWS
154
Glassman Wealth Services
Virginia
$31K – – –
SWA
155
Sutton Wealth Advisors
Florida
$27K +$977 +27 +4%
CWSR
156
Chessman Wealth Strategies RIA
Texas
$25K +$25K +692 New
FWM
157
Focused Wealth Management
New York
$22K -$2.48K -69 -10%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$22K – – –
SFSIG
159
San Francisco Sentry Investment Group
California
$22K +$22K +600 New
Citigroup
160
Citigroup
New York
$13K -$127K -3,407 -91%
S
161
SignatureFD
Georgia
$10K +$4.19K +119 +72%
BC
162
Barnett & Company
Tennessee
$8K – – –
VDFA
163
Vickerman & Driscoll Financial Advisors
Washington
$5K – – –
MCM
164
Mainstay Capital Management
Michigan
$4K – – –
TWA
165
TCI Wealth Advisors
Arizona
$4K +$4K +105 New
AAP
166
Arax Advisory Partners
Colorado
$3K +$3K +72 New
AIP
167
Ameritas Investment Partners
Nebraska
$1K -$638 -30 -39%
SFSG
168
Stearns Financial Services Group
North Carolina
$1K +$1K +22 New
FAM
169
Formidable Asset Management
Ohio
– -$4.16M -122,357 Closed
JFA
170
JNBA Financial Advisors
Minnesota
– -$3.55M -104,471 Closed
CF
171
Centaurus Financial
California
– -$821K -24,147 Closed
TCM
172
Tuttle Capital Management
Connecticut
– -$566K -16,678 Closed
LNC
173
Lincoln National Corp
Pennsylvania
– -$443K -13,037 Closed
OIA
174
OneDigital Investment Advisors
Kansas
– -$49K -1,447 Closed
RFC
175
Regions Financial Corp
Alabama
– -$43K -1,254 Closed
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7
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