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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

227 hedge funds and large institutions have $1.89B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 116 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+13
Holders Change %
+6.07%
% of All Funds
4.99%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.59%
New
29
Increased
116
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
$570M
2
UBS Group
UBS Group
Switzerland
$24.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$23.1M
4
GRP
Global Retirement Partners
California
$10.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.7M

Top Sellers

1
SFP
Shepherd Financial Partners
Massachusetts
$50.2M
2
PPA
Parametric Portfolio Associates
Washington
$96.7M
3
BCI
Brinker Capital Investments
Pennsylvania
$55.9M
4
IF
IRON Financial
Illinois
$6.13M
5
APA
American Portfolios Advisors
New York
$58.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
151
Van Hulzen Asset Management
California
$482K +$94.7K +2,580 +24%
S
152
SignatureFD
Georgia
$469K +$390K +10,611 +491%
AFP
153
Ausdal Financial Partners
Iowa
$452K -$196K -5,329 -30%
PWM
154
Paulson Wealth Management
Illinois
$448K +$4.3K +117 +1%
RFN
155
RDA Financial Network
Iowa
$441K -$80.4K -2,083 -15%
HIM
156
Hanlon Investment Management
New Jersey
$440K -$467K -12,722 -52%
TYCC
157
Texas Yale Capital Corp
Florida
$412K – – –
ACM
158
AlphaStar Capital Management
North Carolina
$402K +$57.6K +1,566 +17%
PP
159
PrairieView Partners
Minnesota
$386K +$3.38K +92 +0.9%
PAG
160
Private Advisor Group
New Jersey
$373K +$116K +3,165 +45%
PA
161
PFG Advisors
Arizona
$351K -$200K -5,543 -36%
MGIA
162
Moneta Group Investment Advisors
Missouri
$346K +$367 +10 +0.1%
TF
163
TLWM Financial
Texas
$343K +$34.3K +925 +11%
SWM
164
Stockman Wealth Management
Montana
$340K +$23.9K +650 +8%
KLI
165
Kelman-Lazarov Inc
Tennessee
$330K – – –
JGIA
166
Jackson Grant Investment Advisers
Connecticut
$323K +$11.4K +310 +4%
BBA
167
Braun-Bostich & Associates
Pennsylvania
$321K +$153K +4,169 +91%
DWM
168
Darwin Wealth Management
Florida
$318K +$5.98K +163 +2%
NP
169
NorthRock Partners
Minnesota
$313K +$37 +1 +0%
RCS
170
Retirement Capital Strategies
California
$297K +$297K +8,083 New
CWM
171
Cabot Wealth Management
Massachusetts
$291K +$291K +7,909 New
GLA
172
Good Life Advisors
Pennsylvania
$264K +$6.38K +175 +2%
MCM
173
Murphy Capital Management
New Jersey
$250K +$33.7K +920 +16%
RCG
174
Ruggie Capital Group
Florida
$249K +$249K +6,780 New
AC
175
Alexandria Capital
Virginia
$237K +$2.57K +70 +1%
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