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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 %
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$228K +$4.6K +125 +2%
CA
177
Continuum Advisory
Idaho
$226K +$24.3K +669 +12%
CIA
178
Capital Investment Advisors
Georgia
$224K -$20.6K -560 -8%
DI
179
DAGCO Inc
Ohio
$222K +$222K +6,033 New
SP
180
Successful Portfolios
Florida
$220K +$11K +300 +5%
MWPCG
181
Measured Wealth Private Client Group
New Hampshire
$216K -$1.13M -30,767 -84%
SWA
182
Stratos Wealth Advisors
Ohio
$215K -$73 -2 -0%
TI
183
Truepoint Inc
Ohio
$215K +$11.4K +310 +6%
CA
184
Calton & Associates
Florida
$210K +$210K +5,714 New
FAM
185
Formidable Asset Management
Ohio
$207K -$8.59K -234 -4%
ZIG
186
Zurich Insurance Group
Switzerland
$207K +$207K +6,050 New
FWM
187
Foresight Wealth Management
Utah
$204K +$204K +5,557 New
IRC
188
Investors Research Corp
Georgia
$200K +$48.3K +1,312 +32%
TFS
189
TrustCore Financial Services
Tennessee
$198K – – –
FWM
190
Focused Wealth Management
New York
$175K -$79K -2,151 -31%
AIP
191
Ameritas Investment Partners
Nebraska
$170K +$78.7K +2,148 +86%
SFSG
192
Stearns Financial Services Group
North Carolina
$131K +$7.73K +210 +6%
ADL
193
Asset Dedication LLC
California
$123K +$14K +383 +13%
BlackRock
194
BlackRock
New York
$119K +$33.6K +917 +39%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$115K +$93K +2,541 +424%
Loomis, Sayles & Company
196
Loomis, Sayles & Company
Massachusetts
$101K – – –
SIS
197
Sound Income Strategies
Florida
$79K -$5.44K -149 -6%
AWM
198
Avior Wealth Management
Nebraska
$72K +$6K +165 +9%
ASN
199
Advisory Services Network
Georgia
$59K – – –
FANJ
200
Financial Architects (New Jersey)
New Jersey
$59K +$59K +1,595 New
6 7
8
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