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

Top Sellers

1
AF
Allworth Financial
California
$35.9M
2
PPA
Parametric Portfolio Associates
Washington
$2.54M
3
BL
Balentine LLC
Georgia
$14.7M
4
FI
FormulaFolio Investments
Michigan
$32.9M
5
AFG
Affinia Financial Group
Massachusetts
$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
176
Moseley Investment Management
Florida
$498K -$303K -9,630 -38%
Lido Advisors
177
Lido Advisors
California
$495K +$1.64K +52 +0.3%
HIM
178
Hanlon Investment Management
New Jersey
$487K -$39.7K -1,261 -8%
PTC
179
Private Trust Company
Ohio
$485K -$39.5K -1,256 -8%
AFA
180
Atlanta Financial Associates
Georgia
$468K +$468K +14,875 New
ODCM
181
Old Dominion Capital Management
Virginia
$464K +$16.2K +514 +4%
CAAS
182
Capital Asset Advisory Services
Michigan
$463K +$48.7K +1,421 +12%
TWM
183
Trinity Wealth Management
Pennsylvania
$434K -$425K -13,500 -49%
CIA
184
Compass Ion Advisors
Pennsylvania
$433K -$20.3M -645,515 -98%
DA
185
Detalus Advisors
Missouri
$428K +$144K +4,579 +51%
PCP
186
Proficio Capital Partners
Massachusetts
$426K – – –
DI
187
DAGCO Inc
Ohio
$419K +$207K +6,584 +98%
SS
188
Simplicity Solutions
Minnesota
$388K -$3.86M -122,793 -91%
FHA
189
Flagship Harbor Advisors
Massachusetts
$374K +$374K +11,884 New
Stifel Financial
190
Stifel Financial
Missouri
$367K +$9.24K +294 +3%
HWM
191
Howard Wealth Management
Connecticut
$362K +$19.5K +621 +6%
TYCC
192
Texas Yale Capital Corp
Florida
$353K – – –
JFA
193
JNBA Financial Advisors
Minnesota
$352K -$22.1K -704 -6%
LWAC
194
Laurel Wealth Advisors (California)
California
$338K +$71.3K +2,269 +27%
RFN
195
RDA Financial Network
Iowa
$335K -$16.9K -537 -5%
TA
196
TCG Advisors
Texas
$330K -$2.97M -94,485 -90%
LFAS
197
Level Four Advisory Services
Texas
$330K +$330K +10,496 New
ISWM
198
Independent Solutions Wealth Management
New York
$325K +$17.4K +552 +6%
B
199
Bridgeworth
Alabama
$324K +$324K +10,293 New
TF
200
TLWM Financial
Texas
$317K +$11K +348 +4%
6 7
8
9 10