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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

298 hedge funds and large institutions have $1.75B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 22 closing their positions.

Holders
298
Holders Change
+17
Holders Change %
+6.05%
% of All Funds
6.13%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.76%
New
41
Increased
105
Reduced
115
Closed
22
Calls
$1.37M
Puts
$374K
Net Calls
+$996K
Net Calls Change
+$1.52M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$120M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$78.8M
3
TF
3
TRH Financial
Iowa
$30.9M
4
PAG
4
Private Advisor Group
New Jersey
$50M
5
BIP
5
Blueprint Investment Partners
North Carolina
$36.2M

Top Sellers

1
AFG
1
Affinia Financial Group
Massachusetts
$3.01M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$512K
3
WEPOG
3
Wealth Enhancement & Preservation of GA
Georgia
$6.73M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$39M
Name Market Value Shares Shares
Change 		Shares
Change %
JPG
201
Jordan Park Group
California
$440K 11,643 -32,641 -74%
BC
202
Brio Consultants
California
$425K 11,259 -47,212 -81%
LWAC
203
Laurel Wealth Advisors (California)
California
$425K 11,262 +501 +5%
TYCC
204
Texas Yale Capital Corp
Florida
$424K 11,216 – –
RFN
205
RDA Financial Network
Iowa
$399K 10,572 -65 -0.6%
Citadel Advisors
206
Citadel Advisors
Florida
$394K 10,428 +10,428 New
ISWM
207
Independent Solutions Wealth Management
New York
$389K 10,285 -45 -0.4%
RJA
208
Raymond James & Associates
Florida
$384K 10,154 +2,339 +30%
TWM
209
Trinity Wealth Management
Pennsylvania
$376K 9,947 -3,847 -28%
CIA
210
Compass Ion Advisors
Pennsylvania
$375K 9,928 -3,853 -28%
ASW
211
Astoria Strategic Wealth
Texas
$373K 9,727 +1,151 +13%
W
212
Wealthquest
Ohio
$371K 9,828 +9,828 New
BBA
213
Braun-Bostich & Associates
Pennsylvania
$362K 9,574 – –
AO
214
Advisor OS
Illinois
$362K 9,574 +9,574 New
SWA
215
Stratos Wealth Advisors
Ohio
$354K 9,366 +636 +7%
HWM
216
Howard Wealth Management
Connecticut
$344K 9,121 -2,405 -21%
BFA
217
Beacon Financial Advisory
Ohio
$341K 9,037 +65 +0.7%
SWM
218
Stockman Wealth Management
Montana
$337K 8,910 – –
RSWM
219
Robertson Stephens Wealth Management
California
$329K 8,730 – –
HGWM
220
Horst & Graben Wealth Management
Oregon
$327K 8,653 +79 +0.9%
HIMC
221
Heritage Investors Management Corp
Maryland
$324K 8,568 – –
S
222
SignatureFD
Georgia
$322K 8,523 -806 -9%
TA
223
TCG Advisors
Texas
$317K 8,402 -2,094 -20%
CA
224
Continuum Advisory
Idaho
$307K 8,073 +8,073 New
FC
225
Fusion Capital
South Carolina
$303K 8,014 -956 -11%
7 8
9
10 11