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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

204 hedge funds and large institutions have $1.65B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
204
Holders Change
+13
Holders Change %
+6.81%
% of All Funds
4.42%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.52%
New
34
Increased
88
Reduced
60
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$44.8M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$32.8M
3
AF
3
Allworth Financial
California
$479M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$16M
5
BTS
5
BB&T Securities
Virginia
$11.9M

Top Sellers

1
CI
1
CX Institutional
Indiana
$2.04M
2
UBS Group
2
UBS Group
Switzerland
$11M
3
Bank of America
3
Bank of America
North Carolina
$9.75M
4
CG
4
CFO4Life Group
Texas
$868K
5
TWM
5
TLW Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$2K 62 +62 New
Koshinski Asset Management
202
Koshinski Asset Management
Illinois
$1.66K 47,064 +3,808 +9%
RIA
203
Realta Investment Advisors
Delaware
$1K 22 +22 New
TWM
204
TLW Wealth Management
Florida
– – -385,347 Closed
RJA
205
Raymond James & Associates
Florida
– – -277,516 Closed
Jane Street
206
Jane Street
New York
– – -262,007 Closed
BAM
207
Belpointe Asset Management
Nevada
– – -28,165 Closed
WI
208
WrapManager Inc
California
– – -27,946 Closed
TRCT
209
Tower Research Capital (TRC)
New York
– – -26,215 Closed
ACA
210
Aptus Capital Advisors
Alabama
– – -23,564 Closed
VC
211
Vicus Capital
Pennsylvania
– – -20,626 Closed
CAM
212
Congress Asset Management
Massachusetts
– – -14,684 Closed
RFC
213
Regions Financial Corp
Alabama
– – -10,454 Closed
CPA
214
Clear Perspective Advisors
Illinois
– – -10,383 Closed
ACM
215
Alta Capital Management
Utah
– – -9,000 Closed
MSAM
216
Moloney Securities Asset Management
Missouri
– – -7,706 Closed
AIC
217
Ameritas Investment Company
Nebraska
– – -7,531 Closed
JWS
218
Juncture Wealth Strategies
Arizona
– – -6,497 Closed
GC
219
Grace Capital
Massachusetts
– – -4,547 Closed
RTC
220
Riverview Trust Company
Washington
– – -2,007 Closed
SFSIG
221
San Francisco Sentry Investment Group
California
– – -600 Closed
BAMG
222
Brand Asset Management Group
Missouri
– – -10 Closed
Parallax Volatility Advisers
223
Parallax Volatility Advisers
California
$0 6 -1 -14%
Bessemer Group
224
Bessemer Group
New Jersey
– – – –
CFA
225
Carroll Financial Associates
North Carolina
$0 15 +15 New
5 6 7 8
9