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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

366 hedge funds and large institutions have $2.37B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 135 increasing their positions, 117 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+63
Holders Change %
+20.79%
% of All Funds
6.49%
Holding in Top 10
46
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+24.32%
% of All Funds
0.82%
New
81
Increased
135
Reduced
117
Closed
15
Calls
$6.8M
Puts
$579K
Net Calls
+$6.22M
Net Calls Change
-$7.76M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$61.8M
2
AIM
Astor Investment Management
Illinois
+$37.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.1M
4
LPL Financial
LPL Financial
California
+$26.4M
5
AWM
AE Wealth Management
Kansas
+$18.3M

Top Sellers

1
BSWM
Boston Standard Wealth Management
Massachusetts
-$41.8M
2
BPB
Badgley, Phelps & Bell
Washington
-$17.8M
3
BIP
Blueprint Investment Partners
North Carolina
-$17.5M
4
FI
FormulaFolio Investments
Michigan
-$13.3M
5
SA
Stewardship Advisors
Pennsylvania
-$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
201
Brown Brothers Harriman & Co
New York
$778K -$1.01M -21,934 -57%
BF
202
BOK Financial
Oklahoma
$777K +$29.3K +635 +4%
SFM
203
Signet Financial Management
New Jersey
$771K +$28K +608 +4%
WAS
204
Wealth Advisory Solutions
Indiana
$761K +$11.8K +257 +2%
CG
205
Cutler Group
California
$753K +$588K +12,778 +358%
CSPAM
206
Cary Street Partners Asset Management
Virginia
$716K +$716K +15,535 New
FWP
207
Firethorn Wealth Partners
Georgia
$706K +$706K +15,309 New
B
208
Bridgeworth
Alabama
$694K -$11.5K -249 -2%
TWM
209
Trinity Wealth Management
Pennsylvania
$688K +$688K +14,924 New
CAAS
210
Capital Asset Advisory Services
Michigan
$686K +$26.6K +578 +4%
Lido Advisors
211
Lido Advisors
California
$681K +$1.15K +25 +0.2%
ODCM
212
Old Dominion Capital Management
Virginia
$680K -$5.76K -125 -0.8%
WWM
213
WT Wealth Management
Arizona
$679K -$8.76K -190 -1%
MIM
214
Moseley Investment Management
Florida
$669K +$44.3K +962 +7%
CWM
215
Cornerstone Wealth Management
Missouri
$664K -$203K -4,401 -23%
CFAM
216
Center For Asset Management
Florida
$632K +$632K +13,717 New
PCP
217
Proficio Capital Partners
Massachusetts
$624K – – –
HGWM
218
Horst & Graben Wealth Management
Oregon
$607K +$187K +4,055 +45%
LAS
219
Lloyd Advisory Services
Georgia
$596K +$596K +12,922 New
RJA
220
Raymond James & Associates
Florida
$593K +$46.6K +1,011 +9%
JFS
221
JD Financial Services
Pennsylvania
$587K +$587K +12,746 New
BHWM
222
Bay Harbor Wealth Management
Maryland
$551K +$551K +11,948 New
ASW
223
Astoria Strategic Wealth
Texas
$550K +$10.1K +219 +2%
PTC
224
Private Trust Company
Ohio
$534K +$199K +4,324 +59%
VWA
225
V Wealth Advisors
Kansas
$532K +$532K +11,545 New
7 8
9
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