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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

281 hedge funds and large institutions have $1.3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 102 increasing their positions, 111 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-8
Holders Change %
-2.77%
% of All Funds
6.21%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.77%
New
44
Increased
102
Reduced
111
Closed
46
Calls
–
Puts
$519K
Net Calls
-$519K
Net Calls Change
-$522K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$55.5M
2
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$29.6M
3
PAG
3
Private Advisor Group
New Jersey
$16.8M
4
ST
4
Sentinel Trust
Texas
$12.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$20.5M

Top Sellers

1
AF
1
Allworth Financial
California
$35.9M
2
PPA
2
Parametric Portfolio Associates
Washington
$2.54M
3
BL
3
Balentine LLC
Georgia
$14.7M
4
FI
4
FormulaFolio Investments
Michigan
$32.9M
5
AFG
5
Affinia Financial Group
Massachusetts
$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
151
Northwest Wealth Management
Iowa
$783K +$19.8K +629 +3%
ACA
152
Aptus Capital Advisors
Alabama
$776K -$6.94M -220,545 -90%
AWM
153
AE Wealth Management
Kansas
$772K -$5.29M -168,079 -87%
TCM
154
Telos Capital Management
California
$770K +$110K +3,512 +17%
SCA
155
Snowden Capital Advisors
New York
$769K +$177K +5,615 +30%
KM
156
Kalos Management
Georgia
$745K -$85K -2,379 -10%
CBT
157
Capital Bank & Trust
California
$724K +$724K +23,025 New
BJL
158
Brighton Jones LLC
Washington
$705K -$21K -667 -3%
IA
159
IFP Advisors
Florida
$680K -$491K -15,343 -42%
RPSA
160
Richard P. Slaughter Associates
Texas
$658K +$78.2K +2,488 +13%
IRC
161
Investors Research Corp
Georgia
$636K +$376K +11,936 +144%
AFP
162
Ausdal Financial Partners
Iowa
$627K +$172K +5,017 +38%
WFA
163
Wade Financial Advisory
California
$625K +$849 +27 +0.1%
CAL
164
Capital Analysts LLC
Pennsylvania
$623K +$63.1K +2,008 +11%
FHC
165
First Heartland Consultants
Missouri
$614K +$380K +12,073 +162%
SFM
166
Signet Financial Management
New Jersey
$568K -$146K -4,159 -20%
VIM
167
Vista Investment Management
Pennsylvania
$567K -$37.7K -1,197 -6%
FHA
168
First Horizon Advisors
Tennessee
$554K – – –
GAM
169
Garrison Asset Management
Arkansas
$546K – – –
CWM
170
Cornerstone Wealth Management
Missouri
$541K +$97.6K +3,104 +22%
RPGK
171
Retirement Planning Group (Kansas)
Kansas
$516K -$120K -3,804 -19%
WAS
172
Wealth Advisory Solutions
Indiana
$512K +$151K +4,824 +42%
BF
173
BOK Financial
Oklahoma
$505K – – –
IWM
174
IHT Wealth Management
Illinois
$505K +$505K +16,061 New
SIM
175
Sadoff Investment Management
Wisconsin
$503K – – –
5 6
7
8 9