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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

214 hedge funds and large institutions have $1.79B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 112 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+10
Holders Change %
+4.9%
% of All Funds
4.66%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.5%
New
26
Increased
112
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$538M
2
LFGH
2
Lee Financial Group Hawaii
Hawaii
$11.7M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$9.72M
4
AAS
4
Annex Advisory Services
Wisconsin
$72.9M
5
APA
5
American Portfolios Advisors
New York
$4.66M

Top Sellers

1
SWM
1
Sanctuary Wealth Management
Idaho
$3.36M
2
IF
2
IRON Financial
Illinois
$10.5M
3
BTS
3
BB&T Securities
Virginia
$5.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$543K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Crewe Advisors
Utah
$15K -$2.91K -80 -16%
Citigroup
202
Citigroup
New York
$9K – – –
BC
203
Barnett & Company
Tennessee
$8K – – –
SCA
204
Stuart Chaussee & Associates
California
$8K +$3.11K +82 +64%
RIA
205
Realta Investment Advisors
Delaware
$8K +$7.19K +195 +886%
DWM
206
Destination Wealth Management
California
$6K +$6K +165 New
GTAM
207
Global Trust Asset Management
Florida
$4K +$40 +1 +1%
CAC
208
Certified Advisory Corp
Florida
$4K +$4K +114 New
CFGS
209
Concourse Financial Group Securities
Alabama
$3K -$7.91K -203 -73%
AAP
210
Arax Advisory Partners
Colorado
$3K +$3K +73 New
MWM
211
Meridian Wealth Management
Kentucky
$2.91K +$2.91K +7,974 New
VFA
212
Valeo Financial Advisors
Indiana
$2K – – –
TWA
213
TCI Wealth Advisors
Arizona
$2K +$2K +65 New
Goldman Sachs
214
Goldman Sachs
New York
– -$3.83M -108,826 Closed
BWM
215
Bernicke Wealth Management
Wisconsin
– -$2.36M -67,071 Closed
Koshinski Asset Management
216
Koshinski Asset Management
Illinois
– -$1.66K -47,064 Closed
FC
217
Financial Consulate
Maryland
– -$960K -27,289 Closed
CG
218
CFO4Life Group
Texas
– -$868K -24,667 Closed
RCG
219
Ruggie Capital Group
Florida
– -$349K -9,918 Closed
Comerica Bank
220
Comerica Bank
Texas
– -$280K -7,800 Closed
SWP
221
Stratos Wealth Partners
Ohio
– -$269K -7,650 Closed
CS
222
Credit Suisse
Switzerland
– -$212K -6,033 Closed
RCA
223
Rowland Carmichael Advisors
Arizona
– -$99K -2,802 Closed
GWS
224
Glassman Wealth Services
Virginia
– -$30K -864 Closed
CFN
225
Cordasco Financial Network
Florida
– -$30K -845 Closed
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9
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