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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

38 hedge funds and large institutions have $79.2M invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
7
Increased
5
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFP
1
Shepherd Financial Partners
Massachusetts
$48M
2
NP
2
NorthRock Partners
Minnesota
$5.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.41M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$630K
5
HH
5
Hilltop Holdings
Texas
$505K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
VKH
3
Virtu KCG Holdings
New York
$0
4
GWA
4
Guidant Wealth Advisors
Illinois
$1.47M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFP
1
Shepherd Financial Partners
Massachusetts
$48M 284,719 +284,719 New
LPL Financial
2
LPL Financial
California
$7.21M 42,780 +2,693 +7%
NP
3
NorthRock Partners
Minnesota
$5.7M 34,034 +34,034 New
Morgan Stanley
4
Morgan Stanley
New York
$4.01M 23,977 -280 -1%
IP
5
Isthmus Partners
Wisconsin
$2.37M 14,174 +251 +2%
BCB
6
Brian C. Broderick
$1.55M 9,270 -300 -3%
GWA
7
Guidant Wealth Advisors
Illinois
$1.47M 8,663 -2,243 -21%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.41M 8,450 +8,450 New
Creative Planning
9
Creative Planning
Kansas
$798K 4,768 – –
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$630K 3,764 +3,764 New
Bank of America
11
Bank of America
North Carolina
$612K 3,653 +1,668 +84%
AG
12
Advisor Group
Arizona
$609K 3,641 – –
ODCM
13
Old Dominion Capital Management
Virginia
$597K 3,569 -472 -12%
FHA
14
First Horizon Advisors
Tennessee
$543K 3,355 – –
PTC
15
Private Trust Company
Ohio
$513K 3,068 -430 -12%
HH
16
Hilltop Holdings
Texas
$505K 3,021 +3,021 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$371K 2,217 +139 +7%
Wells Fargo
18
Wells Fargo
California
$369K 2,205 -125 -5%
TYCC
19
Texas Yale Capital Corp
Florida
$312K 1,866 – –
KLI
20
Kelman-Lazarov Inc
Tennessee
$255K 1,525 – –
CIA
21
Capital Investment Advisors
Georgia
$229K 1,368 -135 -9%
AWA
22
ARS Wealth Advisors
Florida
$222K 1,328 +1,328 New
MFS
23
MSI Financial Services
Massachusetts
$174K 1,039 -7 -0.7%
UBS Group
24
UBS Group
Switzerland
$149K 892 -75 -8%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$148K 880 -270 -23%
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