SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

303 hedge funds and large institutions have $1.9B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 123 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
6.13%
Holding in Top 10
37
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
33
Increased
103
Reduced
123
Closed
24
Calls
$14M
Puts
–
Net Calls
+$14M
Net Calls Change
+$13M

Top Buyers

1
FQ
1
First Quadrant
California
$56M
2
LPL Financial
2
LPL Financial
California
$146M
3
SCA
3
Snowden Capital Advisors
New York
$14.5M
4
FI
4
FormulaFolio Investments
Michigan
$58M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$39.9M

Top Sellers

1
BIP
1
Blueprint Investment Partners
North Carolina
$17.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$297K
3
SFS
3
Sowell Financial Services
Arkansas
$366K
4
WP
4
WealthPLAN Partners
Nebraska
$1.31M
5
UBS Group
5
UBS Group
Switzerland
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
176
BOK Financial
Oklahoma
$663K -$75.3K -1,841 -10%
SIM
177
Sadoff Investment Management
Wisconsin
$654K – – –
DA
178
Detalus Advisors
Missouri
$652K +$57.4K +1,403 +10%
IF
179
Intrua Financial
Texas
$649K +$649K +14,757 New
SS
180
Simplicity Solutions
Minnesota
$641K -$3.65M -89,181 -85%
VCM
181
Virtue Capital Management
Tennessee
$631K -$714K -17,450 -53%
B
182
Bridgeworth
Alabama
$626K +$26.7K +654 +4%
AFP
183
Ausdal Financial Partners
Iowa
$622K +$622K +15,207 New
WWM
184
WT Wealth Management
Arizona
$610K -$372K -9,105 -38%
ODCM
185
Old Dominion Capital Management
Virginia
$608K +$1.23K +30 +0.2%
Lido Advisors
186
Lido Advisors
California
$603K -$40.8K -997 -6%
CAAS
187
Capital Asset Advisory Services
Michigan
$585K -$4.95K -121 -0.8%
MIM
188
Moseley Investment Management
Florida
$554K -$44.9K -1,099 -8%
PCP
189
Proficio Capital Partners
Massachusetts
$554K – – –
AFA
190
Atlanta Financial Associates
Georgia
$506K -$102K -2,500 -17%
ASW
191
Astoria Strategic Wealth
Texas
$499K +$85K +1,998 +21%
RJA
192
Raymond James & Associates
Florida
$485K +$69.4K +1,695 +17%
LWAC
193
Laurel Wealth Advisors (California)
California
$463K +$2.54K +62 +0.6%
TYCC
194
Texas Yale Capital Corp
Florida
$459K – – –
BC
195
Brio Consultants
California
$454K -$6.01K -147 -1%
VIM
196
Vista Investment Management
Pennsylvania
$452K -$117K -2,869 -21%
HB
197
Homrich & Berg
Georgia
$443K -$153K -3,736 -26%
SWA
198
Stratos Wealth Advisors
Ohio
$443K +$59.7K +1,459 +16%
RFN
199
RDA Financial Network
Iowa
$421K -$11.6K -283 -3%
JPG
200
Jordan Park Group
California
$419K -$57.1K -1,396 -12%
6 7
8
9 10