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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

303 hedge funds and large institutions have $1.9B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 123 reducing their positions, and 24 closing their positions.

Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
6.13%
Holding in Top 10
37
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
33
Increased
103
Reduced
123
Closed
24
Calls
$14M
Puts
–
Net Calls
+$14M
Net Calls Change
+$13M

Top Buyers

1
FQ
1
First Quadrant
California
$56M
2
LPL Financial
2
LPL Financial
California
$146M
3
SCA
3
Snowden Capital Advisors
New York
$14.5M
4
FI
4
FormulaFolio Investments
Michigan
$58M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$39.9M

Top Sellers

1
BIP
1
Blueprint Investment Partners
North Carolina
$17.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$297K
3
SFS
3
Sowell Financial Services
Arkansas
$366K
4
WP
4
WealthPLAN Partners
Nebraska
$1.31M
5
UBS Group
5
UBS Group
Switzerland
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
151
Sanctuary Wealth Management
Idaho
$1.05M 25,628 -1,265 -5%
FIM
152
Fernwood Investment Management
Massachusetts
$1.05M 25,587 +466 +2%
MML Investors Services
153
MML Investors Services
Massachusetts
$1.04M 25,350 -640 -2%
TCM
154
Telos Capital Management
California
$1.01M 24,794 +608 +3%
ACA
155
Aptus Capital Advisors
Alabama
$1M 24,543 -1,102 -4%
WFA
156
Wade Financial Advisory
California
$977K 23,896 +269 +1%
QA
157
Quantitative Advantage
Minnesota
$955K 23,352 -110,614 -83%
CBT
158
Capital Bank & Trust
California
$941K 23,025 – –
EWA
159
EP Wealth Advisors
California
$911K 22,282 -3,585 -14%
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$892K 21,832 +6,493 +42%
PWMG
161
Prestige Wealth Management Group
New Jersey
$862K 21,085 -2,080 -9%
CAL
162
Capital Analysts LLC
Pennsylvania
$837K 20,481 +706 +4%
WCWM
163
Wooster Corthell Wealth Management
Connecticut
$810K 19,804 -4,195 -17%
FHA
164
Flagship Harbor Advisors
Massachusetts
$810K 19,809 +2,597 +15%
KM
165
Kalos Management
Georgia
$805K 18,432 -568 -3%
CWM
166
Cornerstone Wealth Management
Missouri
$769K 18,816 +1,988 +12%
DI
167
DAGCO Inc
Ohio
$768K 18,785 -601 -3%
BWP
168
Bernardo Wealth Planning
Pennsylvania
$763K 18,680 -830 -4%
MAS
169
Managed Account Services
Florida
$744K 17,569 +4,980 +40%
FHA
170
First Horizon Advisors
Tennessee
$720K 17,602 – –
GAM
171
Garrison Asset Management
Arkansas
$709K 17,347 – –
ATPW
172
Ashton Thomas Private Wealth
Arizona
$704K 17,224 +17,224 New
Stifel Financial
173
Stifel Financial
Missouri
$679K 16,600 +4,936 +42%
SFM
174
Signet Financial Management
New Jersey
$678K 16,120 -939 -6%
WAS
175
Wealth Advisory Solutions
Indiana
$665K 16,275 -319 -2%
5 6
7
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