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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

289 hedge funds and large institutions have $2.48B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 106 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+62
Holders Change %
+27.31%
% of All Funds
5.71%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.77%
New
78
Increased
106
Reduced
79
Closed
13
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
FI
FormulaFolio Investments
Michigan
$77.4M
2
AF
Allworth Financial
California
$634M
3
Truist Financial
Truist Financial
North Carolina
$10.3M
4
AAS
Annex Advisory Services
Wisconsin
$95.1M
5
WP
WealthPLAN Partners
Nebraska
$17.4M

Top Sellers

1
SC
Savant Capital
Illinois
$8.33M
2
BL
Balentine LLC
Georgia
$114M
3
Jane Street
Jane Street
New York
$973K
4
NAS
Nicolet Advisory Services
Wisconsin
$8.2M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
201
Braun-Bostich & Associates
Pennsylvania
$384K +$32.8K +816 +9%
FC
202
Fusion Capital
South Carolina
$378K +$378K +9,480 New
MGIA
203
Moneta Group Investment Advisors
Missouri
$375K -$399 -10 -0.1%
TRCT
204
Tower Research Capital (TRC)
New York
$372K -$264K -6,618 -41%
DA
205
Detalus Advisors
Missouri
$360K +$360K +9,023 New
KLI
206
Kelman-Lazarov Inc
Tennessee
$358K – – –
SWM
207
Stockman Wealth Management
Montana
$355K -$13.3K -335 -4%
HIMC
208
Heritage Investors Management Corp
Maryland
$342K +$342K +8,568 New
CAM
209
Congress Asset Management
Massachusetts
$340K +$340K +8,531 New
LWAC
210
Laurel Wealth Advisors (California)
California
$339K +$339K +8,492 New
IRC
211
Investors Research Corp
Georgia
$330K +$113K +2,839 +52%
DWM
212
Darwin Wealth Management
Florida
$329K -$16.5K -414 -5%
JGIA
213
Jackson Grant Investment Advisers
Connecticut
$327K -$23.6K -592 -7%
CWM
214
Cabot Wealth Management
Massachusetts
$327K +$11.8K +296 +4%
PP
215
PrairieView Partners
Minnesota
$322K -$96K -2,411 -23%
TC
216
Telemus Capital
Michigan
$319K +$319K +8,000 New
RCS
217
Retirement Capital Strategies
California
$306K -$16.5K -413 -5%
NP
218
NorthRock Partners
Minnesota
$299K -$40.7K -1,020 -12%
WAP
219
Wealthcare Advisory Partners
Pennsylvania
$299K +$51.8K +1,298 +21%
FHC
220
First Heartland Consultants
Missouri
$297K +$297K +7,454 New
AWM
221
Avior Wealth Management
Nebraska
$294K +$215K +5,405 +273%
GLA
222
Good Life Advisors
Pennsylvania
$292K +$4.53K +114 +2%
CA
223
Continuum Advisory
Idaho
$274K +$25.6K +642 +10%
AIP
224
Ameritas Investment Partners
Nebraska
$273K +$88.1K +2,211 +48%
MCM
225
Murphy Capital Management
New Jersey
$272K – – –
7 8
9
10 11