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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

366 hedge funds and large institutions have $2.37B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 135 increasing their positions, 117 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+63
Holders Change %
+20.79%
% of All Funds
6.49%
Holding in Top 10
46
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+24.32%
% of All Funds
0.82%
New
81
Increased
135
Reduced
117
Closed
15
Calls
$6.8M
Puts
$579K
Net Calls
+$6.22M
Net Calls Change
-$7.76M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$61.8M
2
AIM
Astor Investment Management
Illinois
+$37.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.1M
4
LPL Financial
LPL Financial
California
+$26.4M
5
AWM
AE Wealth Management
Kansas
+$18.3M

Top Sellers

1
BSWM
Boston Standard Wealth Management
Massachusetts
-$41.8M
2
BPB
Badgley, Phelps & Bell
Washington
-$17.8M
3
BIP
Blueprint Investment Partners
North Carolina
-$17.5M
4
FI
FormulaFolio Investments
Michigan
-$13.3M
5
SA
Stewardship Advisors
Pennsylvania
-$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSN
151
D. Scott Neal
Kentucky
$1.55M -$13.5K -292 -0.9%
FHC
152
First Heartland Consultants
Missouri
$1.54M -$196K -4,251 -11%
JIC
153
JRM Investment Counsel
Nebraska
$1.51M -$72.7K -1,577 -5%
Goldman Sachs
154
Goldman Sachs
New York
$1.5M +$301K +6,539 +25%
ACM
155
Advisors Capital Management
New Jersey
$1.49M +$1.49M +32,249 New
JWA
156
JFS Wealth Advisors
Pennsylvania
$1.46M -$30.9K -671 -2%
IRC
157
Investors Research Corp
Georgia
$1.45M +$240K +5,200 +20%
SW
158
SlateStone Wealth
Florida
$1.43M -$901K -19,536 -39%
CA
159
Calton & Associates
Florida
$1.39M -$6.18K -134 -0.4%
AWMG
160
Alliance Wealth Management Group
New Jersey
$1.37M -$37.4K -811 -3%
SWA
161
Stratos Wealth Advisors
Ohio
$1.37M +$870K +18,887 +174%
Principal Financial Group
162
Principal Financial Group
Iowa
$1.35M +$323 +7 +0%
RC
163
Roundview Capital
New Jersey
$1.33M +$37K +804 +3%
SB
164
Strategic Blueprint
Georgia
$1.32M -$417K -9,041 -24%
NWM
165
Northwest Wealth Management
Iowa
$1.29M -$13.6K -295 -1%
WP
166
WealthPLAN Partners
Nebraska
$1.2M -$241K -5,035 -17%
AFS
167
Annapolis Financial Services
Maryland
$1.19M +$1.19M +25,798 New
Royal Bank of Canada
168
Royal Bank of Canada
Ontario, Canada
$1.16M +$156K +3,391 +16%
Koshinski Asset Management
169
Koshinski Asset Management
Illinois
$1.16M +$158K +3,425 +16%
FIM
170
Fernwood Investment Management
Massachusetts
$1.15M -$33.8K -732 -3%
TCM
171
Telos Capital Management
California
$1.13M -$10.9K -236 -1%
SWM
172
Sanctuary Wealth Management
Idaho
$1.13M -$52.6K -1,141 -4%
WFA
173
Wade Financial Advisory
California
$1.09M -$7.33K -159 -0.7%
SFS
174
Sowell Financial Services
Arkansas
$1.09M +$679K +14,724 +165%
MML Investors Services
175
MML Investors Services
Massachusetts
$1.07M -$95.9K -2,080 -8%
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