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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

366 hedge funds and large institutions have $2.37B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 135 increasing their positions, 117 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+63
Holders Change %
+20.79%
% of All Funds
6.49%
Holding in Top 10
46
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+24.32%
% of All Funds
0.82%
New
81
Increased
135
Reduced
117
Closed
15
Calls
$6.8M
Puts
$579K
Net Calls
+$6.22M
Net Calls Change
-$7.76M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$61.8M
2
AIM
Astor Investment Management
Illinois
+$37.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.1M
4
LPL Financial
LPL Financial
California
+$26.4M
5
AWM
AE Wealth Management
Kansas
+$18.3M

Top Sellers

1
BSWM
Boston Standard Wealth Management
Massachusetts
-$41.8M
2
BPB
Badgley, Phelps & Bell
Washington
-$17.8M
3
BIP
Blueprint Investment Partners
North Carolina
-$17.5M
4
FI
FormulaFolio Investments
Michigan
-$13.3M
5
SA
Stewardship Advisors
Pennsylvania
-$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
176
Virtue Capital Management
Tennessee
$1.07M +$358K +7,769 +50%
GI
177
Glovista Investments
New Jersey
$1.06M +$1.06M +23,055 New
CBT
178
Capital Bank & Trust
California
$1.06M – – –
QA
179
Quantitative Advantage
Minnesota
$1.05M -$24K -520 -2%
RPSA
180
Richard P. Slaughter Associates
Texas
$1.04M -$167K -3,618 -14%
CAL
181
Capital Analysts LLC
Pennsylvania
$1.02M +$70.8K +1,536 +7%
EWA
182
EP Wealth Advisors
California
$985K -$41.5K -900 -4%
MSAM
183
Moloney Securities Asset Management
Missouri
$970K +$684K +14,839 +239%
FHA
184
Flagship Harbor Advisors
Massachusetts
$964K +$50.9K +1,105 +6%
Stifel Financial
185
Stifel Financial
Missouri
$952K +$187K +4,062 +24%
NFG
186
Next Financial Group
Texas
$952K +$601K +13,043 +171%
IA
187
Insight Advisors
Pennsylvania
$951K +$951K +20,643 New
DI
188
DAGCO Inc
Ohio
$911K +$45.3K +984 +5%
PG
189
Prostatis Group
Maryland
$902K -$446K -9,682 -33%
Simplex Trading
190
Simplex Trading
Illinois
$897K +$879K +19,078 +4,770%
WCWM
191
Wooster Corthell Wealth Management
Connecticut
$887K -$26K -563 -3%
ATPW
192
Ashton Thomas Private Wealth
Arizona
$879K +$84.7K +1,837 +11%
BPB
193
Badgley, Phelps & Bell
Washington
$851K -$17.8M -385,397 -95%
MAS
194
Managed Account Services
Florida
$846K +$11.7K +246 +1%
BWP
195
Bernardo Wealth Planning
Pennsylvania
$843K -$17.1K -371 -2%
FGAM
196
Financial Gravity Asset Management
Texas
$835K +$835K +18,256 New
KM
197
Kalos Management
Georgia
$822K -$26.8K -583 -3%
FHA
198
First Horizon Advisors
Tennessee
$811K – – –
FAIM
199
Financial Advocates Investment Management
Washington
$809K +$477K +9,531 +143%
DA
200
Detalus Advisors
Missouri
$787K +$51.7K +1,122 +7%
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