SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

214 hedge funds and large institutions have $1.79B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 112 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+10
Holders Change %
+4.9%
% of All Funds
4.66%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.5%
New
26
Increased
112
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
$538M
2
LFGH
Lee Financial Group Hawaii
Hawaii
$11.7M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$9.72M
4
AAS
Annex Advisory Services
Wisconsin
$72.9M
5
APA
American Portfolios Advisors
New York
$4.66M

Top Sellers

1
SWM
Sanctuary Wealth Management
Idaho
$3.36M
2
IF
IRON Financial
Illinois
$10.5M
3
BTS
BB&T Securities
Virginia
$5.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$543K
5
Goldman Sachs
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KLI
151
Kelman-Lazarov Inc
Tennessee
$328K -$6.06K -166 -2%
SWM
152
Stockman Wealth Management
Montana
$313K – – –
NP
153
NorthRock Partners
Minnesota
$311K -$27.2K -744 -8%
DWM
154
Darwin Wealth Management
Florida
$310K -$18.2K -500 -6%
JGIA
155
Jackson Grant Investment Advisers
Connecticut
$310K +$17.4K +476 +6%
TF
156
TLWM Financial
Texas
$305K +$60.7K +1,655 +25%
GLA
157
Good Life Advisors
Pennsylvania
$258K +$365 +10 +0.1%
PAG
158
Private Advisor Group
New Jersey
$255K +$5.11K +140 +2%
FWM
159
Focused Wealth Management
New York
$252K +$65.7K +1,803 +35%
CIA
160
Capital Investment Advisors
Georgia
$243K – – –
RW
161
REDW Wealth
New Mexico
$238K -$2.3K -63 -1%
AC
162
Alexandria Capital
Virginia
$233K +$20.8K +571 +10%
ATFA
163
All Terrain Financial Advisors
Minnesota
$227K -$9.38K -257 -4%
AWM
164
AE Wealth Management
Kansas
$221K +$5.57K +153 +3%
WAP
165
Wealthcare Advisory Partners
Pennsylvania
$221K +$165K +4,533 +295%
MCM
166
Murphy Capital Management
New Jersey
$215K +$1.82K +50 +0.9%
FAM
167
Formidable Asset Management
Ohio
$214K -$740K -20,328 -78%
SWA
168
Stratos Wealth Advisors
Ohio
$213K +$213K +5,853 New
LFAS
169
Level Four Advisory Services
Texas
$209K +$209K +5,597 New
SP
170
Successful Portfolios
Florida
$207K -$3.64K -100 -2%
CA
171
Continuum Advisory
Idaho
$204K +$204K +5,558 New
TI
172
Truepoint Inc
Ohio
$202K +$202K +5,538 New
TFS
173
TrustCore Financial Services
Tennessee
$197K +$197K +5,400 New
BBA
174
Braun-Bostich & Associates
Pennsylvania
$167K -$29.2K -801 -15%
IRC
175
Investors Research Corp
Georgia
$150K +$150K +4,122 New
5 6
7
8 9