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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

369 hedge funds and large institutions have $2.58B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 131 increasing their positions, 161 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
6.5%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.76%
New
32
Increased
131
Reduced
161
Closed
26
Calls
$5.39M
Puts
$3.04M
Net Calls
+$2.35M
Net Calls Change
-$3.87M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$232M
2
PAS
2
Park Avenue Securities
New York
$23.5M
3
BIP
3
Blueprint Investment Partners
North Carolina
$22.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$61.8M
5
PFA
5
Professional Financial Advisors
Nebraska
$19.8M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$6.73M
2
SS
2
Simplicity Solutions
Minnesota
$0
3
BSWM
3
Boston Standard Wealth Management
Massachusetts
$23.6M
4
LFAS
4
Level Four Advisory Services
Texas
$1M
5
Ameriprise
5
Ameriprise
Minnesota
$4.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCB
151
Brian C. Broderick
$1.73M – – –
FFN
152
Focus Financial Network
Minnesota
$1.71M +$1.71M +34,859 New
AssetMark Inc
153
AssetMark Inc
California
$1.67M -$174K -3,531 -9%
ADL
154
Asset Dedication LLC
California
$1.64M -$98K -1,992 -6%
CWM
155
Collaborative Wealth Management
Florida
$1.64M +$1.64M +29,476 New
Royal Bank of Canada
156
Royal Bank of Canada
Ontario, Canada
$1.64M +$396K +8,054 +32%
DSN
157
D. Scott Neal
Kentucky
$1.63M -$25K -508 -2%
AWMG
158
Alliance Wealth Management Group
New Jersey
$1.63M +$161K +3,269 +11%
ACM
159
Advisors Capital Management
New Jersey
$1.61M +$25.9K +527 +2%
NFG
160
Next Financial Group
Texas
$1.61M +$590K +12,003 +58%
Goldman Sachs
161
Goldman Sachs
New York
$1.6M – – –
FHC
162
First Heartland Consultants
Missouri
$1.58M -$68K -1,382 -4%
Principal Financial Group
163
Principal Financial Group
Iowa
$1.57M +$129K +2,624 +9%
JWA
164
JFS Wealth Advisors
Pennsylvania
$1.57M +$6.15K +125 +0.4%
RC
165
Roundview Capital
New Jersey
$1.53M +$107K +2,169 +8%
IWM
166
IHT Wealth Management
Illinois
$1.48M -$523K -10,638 -26%
NWM
167
Northwest Wealth Management
Iowa
$1.42M +$42K +854 +3%
CA
168
Calton & Associates
Florida
$1.42M -$66.1K -1,344 -4%
SB
169
Strategic Blueprint
Georgia
$1.36M -$40.7K -828 -3%
FIM
170
Fernwood Investment Management
Massachusetts
$1.36M +$132K +2,687 +11%
SWM
171
Spire Wealth Management
Virginia
$1.34M +$1.34M +27,137 New
SPAS
172
Spectrum Planning & Advisory Services
California
$1.33M -$358K -7,267 -21%
FWM
173
FSA Wealth Management
Massachusetts
$1.32M -$890K -18,101 -40%
MSAM
174
Moloney Securities Asset Management
Missouri
$1.32M +$284K +5,784 +27%
HR
175
Hayden Royal
North Carolina
$1.32M +$1.32M +26,809 New
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7
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