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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

298 hedge funds and large institutions have $1.75B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+17
Holders Change %
+6.05%
% of All Funds
6.13%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.76%
New
41
Increased
105
Reduced
115
Closed
22
Calls
$1.37M
Puts
$374K
Net Calls
+$996K
Net Calls Change
+$1.52M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$120M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$78.8M
3
PAG
3
Private Advisor Group
New Jersey
$50M
4
BIP
4
Blueprint Investment Partners
North Carolina
$36.2M
5
RW
5
RVW Wealth
California
$19M

Top Sellers

1
AFG
1
Affinia Financial Group
Massachusetts
$3.01M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$512K
3
WEPOG
3
Wealth Enhancement & Preservation of GA
Georgia
$6.73M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
176
IFP Advisors
Florida
$678K -$113K -3,033 -14%
FHA
177
First Horizon Advisors
Tennessee
$665K – – –
GAM
178
Garrison Asset Management
Arkansas
$655K – – –
PG
179
Prostatis Group
Maryland
$650K +$331K +8,751 +103%
FHA
180
Flagship Harbor Advisors
Massachusetts
$650K +$201K +5,328 +45%
CWM
181
Cornerstone Wealth Management
Missouri
$636K -$14.2K -376 -2%
WAS
182
Wealth Advisory Solutions
Indiana
$626K +$10.9K +289 +2%
SIM
183
Sadoff Investment Management
Wisconsin
$604K – – –
Lido Advisors
184
Lido Advisors
California
$595K +$151 +4 +0%
BJL
185
Brighton Jones LLC
Washington
$590K -$257K -6,795 -30%
CAAS
186
Capital Asset Advisory Services
Michigan
$589K +$37.3K +914 +7%
Royal Bank of Canada
187
Royal Bank of Canada
Ontario, Canada
$580K -$4.14M -109,374 -88%
AFA
188
Atlanta Financial Associates
Georgia
$562K – – –
ODCM
189
Old Dominion Capital Management
Virginia
$561K +$3.1K +82 +0.6%
B
190
Bridgeworth
Alabama
$554K +$165K +4,364 +42%
MIM
191
Moseley Investment Management
Florida
$553K -$44.4K -1,175 -7%
HB
192
Homrich & Berg
Georgia
$551K -$2.79M -73,798 -84%
DA
193
Detalus Advisors
Missouri
$550K +$35.7K +945 +7%
HIM
194
Hanlon Investment Management
New Jersey
$536K -$49.2K -1,302 -8%
VIM
195
Vista Investment Management
Pennsylvania
$526K -$155K -4,104 -23%
Fidelity Investments
196
Fidelity Investments
Massachusetts
$512K -$11.4M -301,979 -96%
PCP
197
Proficio Capital Partners
Massachusetts
$512K – – –
MAS
198
Managed Account Services
Florida
$494K +$108K +2,756 +28%
RPGK
199
Retirement Planning Group (Kansas)
Kansas
$463K -$157K -4,153 -25%
Stifel Financial
200
Stifel Financial
Missouri
$441K -$681 -18 -0.2%
6 7
8
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