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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

281 hedge funds and large institutions have $1.3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 102 increasing their positions, 111 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-8
Holders Change %
-2.77%
% of All Funds
6.21%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.77%
New
44
Increased
102
Reduced
111
Closed
46
Calls
–
Puts
$519K
Net Calls
-$519K
Net Calls Change
-$522K

Top Buyers

1
LPL Financial
LPL Financial
California
$55.5M
2
WAP
Wealthcare Advisory Partners
Pennsylvania
$29.6M
3
PAG
Private Advisor Group
New Jersey
$16.8M
4
ST
Sentinel Trust
Texas
$12.8M
5
Morgan Stanley
Morgan Stanley
New York
$20.5M

Top Sellers

1
AF
Allworth Financial
California
$35.9M
2
PPA
Parametric Portfolio Associates
Washington
$2.54M
3
BL
Balentine LLC
Georgia
$14.7M
4
FI
FormulaFolio Investments
Michigan
$32.9M
5
AFG
Affinia Financial Group
Massachusetts
$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
201
Managed Account Services
Florida
$297K +$297K +9,833 New
S
202
SignatureFD
Georgia
$293K -$111K -3,527 -27%
BBA
203
Braun-Bostich & Associates
Pennsylvania
$287K +$420 +14 +0.1%
BFA
204
Beacon Financial Advisory
Ohio
$282K -$31.5K -1,003 -10%
FC
205
Fusion Capital
South Carolina
$282K -$16K -510 -5%
SWM
206
Stockman Wealth Management
Montana
$280K – – –
SWA
207
Stratos Wealth Advisors
Ohio
$275K +$64K +2,032 +30%
RSWM
208
Robertson Stephens Wealth Management
California
$275K +$275K +8,730 New
HGWM
209
Horst & Graben Wealth Management
Oregon
$270K +$270K +8,574 New
ASW
210
Astoria Strategic Wealth
Texas
$270K +$270K +8,576 New
HIMC
211
Heritage Investors Management Corp
Maryland
$269K – – –
PG
212
Prostatis Group
Maryland
$266K -$550K -17,495 -67%
VHAM
213
Van Hulzen Asset Management
California
$262K -$130K -4,155 -33%
CWM
214
Cabot Wealth Management
Massachusetts
$253K -$5.32K -169 -2%
GBBWRPM
215
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$248K -$701K -22,334 -74%
DWM
216
Darwin Wealth Management
Florida
$247K -$11.1K -355 -4%
RJA
217
Raymond James & Associates
Florida
$246K +$42.6K +1,353 +21%
KWM
218
Kingsview Wealth Management
Oregon
$246K +$246K +7,829 New
PWM
219
Paulson Wealth Management
Illinois
$243K -$77.9K -2,308 -24%
PP
220
PrairieView Partners
Minnesota
$240K -$14.2K -452 -6%
NP
221
NorthRock Partners
Minnesota
$236K +$251 +8 +0.1%
JGIA
222
Jackson Grant Investment Advisers
Connecticut
$233K -$25.4K -806 -10%
DAS
223
Dynamic Advisor Solutions
Arizona
$231K -$139K -4,418 -38%
Renaissance Technologies
224
Renaissance Technologies
New York
$230K -$318K -10,100 -58%
AIP
225
Ameritas Investment Partners
Nebraska
$229K +$13.6K +433 +6%
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