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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

84 hedge funds and large institutions have $273M invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2017 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 45 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
84
Holders Change
+35
Holders Change %
+71.43%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
37
Increased
45
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFP
1
Shepherd Financial Partners
Massachusetts
$65.4M
2
BSWM
2
Boston Standard Wealth Management
Massachusetts
$42M
3
FI
3
FormulaFolio Investments
Michigan
$31M
4
AWA
4
ARS Wealth Advisors
Florida
$15.3M
5
LPL Financial
5
LPL Financial
California
$14.3M

Top Sellers

1
TSS
1
Two Sigma Securities
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$373K
3
BF
3
BOK Financial
Oklahoma
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$133K
Name Market Value Shares Shares
Change 		Shares
Change %
SFP
1
Shepherd Financial Partners
Massachusetts
$65.4M 1,968,453 +1,626,264 +475%
BSWM
2
Boston Standard Wealth Management
Massachusetts
$42M 1,265,341 +1,265,341 New
FI
3
FormulaFolio Investments
Michigan
$31M 932,598 +932,598 New
AWA
4
ARS Wealth Advisors
Florida
$15.3M 460,174 +419,984 +1,045%
LPL Financial
5
LPL Financial
California
$14.3M 430,722 +371,068 +622%
JWM
6
Jackson Wealth Management
Florida
$12.2M 357,226 +357,226 New
BCI
7
Brinker Capital Investments
Pennsylvania
$10.7M 320,813 +320,813 New
Ameriprise
8
Ameriprise
Minnesota
$7.01M 211,026 +180,508 +591%
Jane Street
9
Jane Street
New York
$6.66M 200,624 +196,360 +4,605%
SC
10
Savant Capital
Illinois
$6.15M 185,130 +185,130 New
Morgan Stanley
11
Morgan Stanley
New York
$4.97M 149,666 +125,039 +508%
SFG
12
StrategIQ Financial Group
Indiana
$4M 120,365 +120,365 New
WP
13
WealthPLAN Partners
Nebraska
$3.44M 103,497 +103,497 New
IP
14
Isthmus Partners
Wisconsin
$2.92M 87,777 +73,289 +506%
JIC
15
JRM Investment Counsel
Nebraska
$2.9M 87,248 +87,248 New
JFA
16
JNBA Financial Advisors
Minnesota
$2.77M 83,389 +83,389 New
FAM
17
Formidable Asset Management
Ohio
$2.53M 76,065 +76,065 New
BAM
18
Belpointe Asset Management
Nevada
$2.3M 69,319 +61,746 +815%
GWA
19
Guidant Wealth Advisors
Illinois
$1.77M 51,990 +44,330 +579%
WAM
20
Watermark Asset Management
California
$1.76M 52,915 +52,915 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.59M 47,912 +40,125 +515%
BCB
22
Brian C. Broderick
$1.55M 46,725 +37,925 +431%
Bank of America
23
Bank of America
North Carolina
$1.41M 42,535 +36,872 +651%
DSN
24
D. Scott Neal
Kentucky
$1.4M 42,228 +42,228 New
CFGF
25
Compass Financial Group (Florida)
Florida
$1.38M 41,577 +41,577 New
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