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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

128 hedge funds and large institutions have $477M invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 49 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
128
Holders Change
+44
Holders Change %
+52.38%
% of All Funds
2.94%
Holding in Top 10
18
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+350%
% of All Funds
0.41%
New
49
Increased
49
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$53.5M
2
BFG
2
Barber Financial Group
Kansas
$31.8M
3
AAS
3
Annex Advisory Services
Wisconsin
$15.6M
4
K
4
Kemper
Illinois
$13.9M
5
SWM
5
SigFig Wealth Management
California
$10.4M

Top Sellers

1
FAM
1
Formidable Asset Management
Ohio
$0
2
BAM
2
Belpointe Asset Management
Nevada
$0
3
GWA
3
Guidant Wealth Advisors
Illinois
$1.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$306K
5
SFP
5
Shepherd Financial Partners
Massachusetts
$64.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SFP
1
Shepherd Financial Partners
Massachusetts
$64.4M 1,962,993 -5,460 -0.3%
BCI
2
Brinker Capital Investments
Pennsylvania
$53.5M 1,629,735 +1,308,922 +408%
BSWM
3
Boston Standard Wealth Management
Massachusetts
$43M 1,308,947 +43,606 +3%
FI
4
FormulaFolio Investments
Michigan
$32.8M 999,732 +67,134 +7%
BFG
5
Barber Financial Group
Kansas
$31.8M 969,190 +969,190 New
AWA
6
ARS Wealth Advisors
Florida
$21.4M 651,806 +191,632 +42%
AAS
7
Annex Advisory Services
Wisconsin
$15.6M 474,232 +474,232 New
LPL Financial
8
LPL Financial
California
$15.4M 468,001 +37,279 +9%
K
9
Kemper
Illinois
$13.9M 425,000 +425,000 New
JWM
10
Jackson Wealth Management
Florida
$11.9M 361,402 +4,176 +1%
SWM
11
SigFig Wealth Management
California
$10.4M 317,212 +317,212 New
Ameriprise
12
Ameriprise
Minnesota
$9.8M 298,500 +87,474 +41%
SC
13
Savant Capital
Illinois
$9.5M 289,462 +104,332 +56%
WAS
14
Winch Advisory Services
Wisconsin
$8.43M 256,844 +250,005 +3,656%
Jane Street
15
Jane Street
New York
$8.25M 251,317 +50,693 +25%
IF
16
IRON Financial
Illinois
$6.12M 186,575 +186,575 New
WP
17
WealthPLAN Partners
Nebraska
$5.83M 177,629 +74,132 +72%
RA
18
RFG Advisory
Alabama
$5.03M 153,146 +116,965 +323%
Morgan Stanley
19
Morgan Stanley
New York
$4.9M 149,418 -248 -0.2%
LFG
20
Larson Financial Group
Missouri
$4.59M 139,805 +118,415 +554%
JFA
21
JNBA Financial Advisors
Minnesota
$4.38M 133,560 +50,171 +60%
WAM
22
Watermark Asset Management
California
$4.31M 131,182 +78,267 +148%
GRP
23
Global Retirement Partners
California
$4.26M 129,808 +129,808 New
PWA
24
Peterson Wealth Advisors
Utah
$4.17M 127,166 +93,317 +276%
AF
25
Advisornet Financial
Minnesota
$4.14M 126,156 +126,156 New
1
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