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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

369 hedge funds and large institutions have $2.58B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 131 increasing their positions, 161 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
6.5%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.76%
New
32
Increased
131
Reduced
161
Closed
26
Calls
$5.39M
Puts
$3.04M
Net Calls
+$2.35M
Net Calls Change
-$3.87M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$232M
2
PAS
2
Park Avenue Securities
New York
$23.5M
3
BIP
3
Blueprint Investment Partners
North Carolina
$22.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$61.8M
5
PFA
5
Professional Financial Advisors
Nebraska
$19.8M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$6.73M
2
SS
2
Simplicity Solutions
Minnesota
$0
3
BSWM
3
Boston Standard Wealth Management
Massachusetts
$23.6M
4
LFAS
4
Level Four Advisory Services
Texas
$1M
5
Ameriprise
5
Ameriprise
Minnesota
$4.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
176
WealthPLAN Partners
Nebraska
$1.31M +$13.3K +257 +1%
AFS
177
Annapolis Financial Services
Maryland
$1.27M +$787 +16 +0.1%
CSPAM
178
Cary Street Partners Asset Management
Virginia
$1.26M +$496K +10,084 +65%
MML Investors Services
179
MML Investors Services
Massachusetts
$1.25M +$101K +2,048 +9%
JIC
180
JRM Investment Counsel
Nebraska
$1.24M -$373K -7,584 -23%
PWM
181
Prentice Wealth Management
New York
$1.24M +$1.24M +25,128 New
CAC
182
Certified Advisory Corp
Florida
$1.2M +$1.2M +24,340 New
CAL
183
Capital Analysts LLC
Pennsylvania
$1.18M +$98.6K +2,004 +9%
FHA
184
Flagship Harbor Advisors
Massachusetts
$1.18M +$146K +2,964 +14%
GI
185
Glovista Investments
New Jersey
$1.16M +$29.7K +605 +3%
Simplex Trading
186
Simplex Trading
Illinois
$1.16M +$206K +4,185 +21%
WFA
187
Wade Financial Advisory
California
$1.16M -$10.5K -213 -0.9%
TCM
188
Telos Capital Management
California
$1.15M -$59K -1,199 -5%
CBT
189
Capital Bank & Trust
California
$1.13M – – –
QA
190
Quantitative Advantage
Minnesota
$1.12M – – –
APC
191
Aspire Private Capital
North Carolina
$1.09M -$1.44M -29,232 -57%
RPSA
192
Richard P. Slaughter Associates
Texas
$1.08M -$30.3K -616 -3%
IA
193
Insight Advisors
Pennsylvania
$1.07M +$2.48K +48 +0.2%
Koshinski Asset Management
194
Koshinski Asset Management
Illinois
$1.07M -$172K -3,497 -14%
SWM
195
Sanctuary Wealth Management
Idaho
$1.05M -$151K -3,073 -13%
EWA
196
EP Wealth Advisors
California
$1.05M -$1.23K -25 -0.1%
FAIM
197
Financial Advocates Investment Management
Washington
$1.04M +$235K +4,715 +29%
Stifel Financial
198
Stifel Financial
Missouri
$1.02M +$49 +1 +0%
ATPW
199
Ashton Thomas Private Wealth
Arizona
$1M +$66.7K +1,356 +7%
LFAS
200
Level Four Advisory Services
Texas
$1M -$11.5M -233,748 -92%
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