SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF

145 hedge funds and large institutions have $1.01B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
145
Holders Change
+17
Holders Change %
+13.28%
% of All Funds
3.32%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.39%
New
30
Increased
67
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AF
1
Allworth Financial
California
$484M 14,250,462 +14,250,272 +7,500,143%
SFP
2
Shepherd Financial Partners
Massachusetts
$69.7M 2,043,860 +80,867 +4%
BCI
3
Brinker Capital Investments
Pennsylvania
$59.7M 1,757,239 +127,504 +8%
FI
4
FormulaFolio Investments
Michigan
$35.2M 1,035,568 +35,836 +4%
BFG
5
Barber Financial Group
Kansas
$32.8M 963,960 -5,230 -0.5%
AWA
6
ARS Wealth Advisors
Florida
$28.1M 827,659 +175,853 +27%
AAS
7
Annex Advisory Services
Wisconsin
$22.5M 661,423 +187,191 +39%
LPL Financial
8
LPL Financial
California
$16.5M 483,984 +15,983 +3%
IF
9
IRON Financial
Illinois
$15.9M 468,307 +281,732 +151%
K
10
Kemper
Illinois
$14.4M 425,000
JWM
11
Jackson Wealth Management
Florida
$13.5M 380,010 +18,608 +5%
AWA
12
Arete Wealth Advisors
Illinois
$12.5M 368,742 +350,497 +1,921%
SCA
13
Stuart Chaussee & Associates
California
$11.9M 350,919 +350,919 New
SWM
14
SigFig Wealth Management
California
$11.8M 346,835 +29,623 +9%
SC
15
Savant Capital
Illinois
$9.96M 292,928 +3,466 +1%
Ameriprise
16
Ameriprise
Minnesota
$8.5M 250,037 -48,463 -16%
WAS
17
Winch Advisory Services
Wisconsin
$8.37M 246,258 -10,586 -4%
RA
18
RFG Advisory
Alabama
$6.46M 190,010 +36,864 +24%
WP
19
WealthPLAN Partners
Nebraska
$5.98M 175,936 -1,693 -1%
Morgan Stanley
20
Morgan Stanley
New York
$5.48M 161,096 +11,678 +8%
LFG
21
Larson Financial Group
Missouri
$4.94M 145,383 +5,578 +4%
PWA
22
Peterson Wealth Advisors
Utah
$4.89M 143,960 +16,794 +13%
WAM
23
Watermark Asset Management
California
$4.61M 135,706 +4,524 +3%
SFG
24
StrategIQ Financial Group
Indiana
$4.26M 125,378 -388 -0.3%
FAM
25
Formidable Asset Management
Ohio
$4.16M 122,357 +122,357 New