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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

227 hedge funds and large institutions have $1.89B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 116 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+13
Holders Change %
+6.07%
% of All Funds
4.99%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.59%
New
29
Increased
116
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
$570M
2
UBS Group
UBS Group
Switzerland
$24.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$23.1M
4
GRP
Global Retirement Partners
California
$10.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.7M

Top Sellers

1
SFP
Shepherd Financial Partners
Massachusetts
$50.2M
2
PPA
Parametric Portfolio Associates
Washington
$96.7M
3
BCI
Brinker Capital Investments
Pennsylvania
$55.9M
4
IF
IRON Financial
Illinois
$6.13M
5
APA
American Portfolios Advisors
New York
$58.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
201
American Portfolios Advisors
New York
$58.1K -$4.64M -126,335 -99%
MFT
202
Moisand Fitzgerald Tamayo
Florida
$53K +$1.04K +28 +2%
William Blair & Company
203
William Blair & Company
Illinois
$42K -$3.07K -84 -7%
MA
204
MUFG Americas
New York
$41K +$41K +1,112 New
SPIA
205
Steward Partners Investment Advisory
New York
$39K – – –
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$38K +$3.07K +84 +9%
RE
207
RBC Europe
United Kingdom
$33.1K – – –
AA
208
Advisory Alpha
Michigan
$30.8K -$559K -15,531 -95%
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$29K -$91.9K -2,487 -76%
HNB
210
Huntington National Bank
Ohio
$29K -$28K – –
SWA
211
Sutton Wealth Advisors
Florida
$28.1K +$220 +6 +0.8%
AIC
212
Ameritas Investment Company
Nebraska
$27K +$27K +737 New
NFG
213
Next Financial Group
Texas
$22K +$22K +587 New
CAN
214
Claraphi Advisory Network
United States
$18K +$18K +480 New
GEA
215
Glen Eagle Advisors
New Jersey
$15.3K -$1.95K -53 -11%
CA
216
Crewe Advisors
Utah
$15K – – –
FAAS
217
First Allied Advisory Services
California
$14K +$14K +375 New
SCA
218
Stuart Chaussee & Associates
California
$11K +$3.54K +100 +47%
Citigroup
219
Citigroup
New York
$9K – – –
AIS
220
Accurate Investment Solutions
Pennsylvania
$9K +$9K +252 New
BC
221
Barnett & Company
Tennessee
$8K – – –
TFO
222
Tarbox Family Office
California
$6K +$6K +165 New
GTAM
223
Global Trust Asset Management
Florida
$4K – – –
CAC
224
Certified Advisory Corp
Florida
$4K – – –
CFGS
225
Concourse Financial Group Securities
Alabama
$3K – – –
6 7 8
9
10