SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

169 hedge funds and large institutions have $1.3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
3.87%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.44%
New
34
Increased
84
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSWM
1
Boston Standard Wealth Management
Massachusetts
$56.5M
2
AF
2
Allworth Financial
California
$553M
3
BTS
3
BB&T Securities
Virginia
$20.4M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21.4M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$15.7M

Top Sellers

1
FAM
1
Formidable Asset Management
Ohio
$0
2
JFA
2
JNBA Financial Advisors
Minnesota
$0
3
FI
3
FormulaFolio Investments
Michigan
$35M
4
RA
4
RFG Advisory
Alabama
$5.13M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$62.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
1
Allworth Financial
California
$553M 15,267,160 +1,016,698 +7%
SFP
2
Shepherd Financial Partners
Massachusetts
$69.4M 2,042,302 -1,558 -0.1%
BCI
3
Brinker Capital Investments
Pennsylvania
$62.6M 1,728,341 -28,898 -2%
BSWM
4
Boston Standard Wealth Management
Massachusetts
$56.5M 1,560,843 +1,560,843 New
BFG
5
Barber Financial Group
Kansas
$36.6M 1,010,271 +46,311 +5%
AWA
6
ARS Wealth Advisors
Florida
$35M 967,947 +140,288 +17%
FI
7
FormulaFolio Investments
Michigan
$35M 966,144 -69,424 -7%
AAS
8
Annex Advisory Services
Wisconsin
$28.8M 795,179 +133,756 +20%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$21.4M 589,803 +543,316 +1,169%
BTS
10
BB&T Securities
Virginia
$20.4M 564,493 +555,178 +5,960%
LPL Financial
11
LPL Financial
California
$18.9M 523,432 +39,448 +8%
IF
12
IRON Financial
Illinois
$18.1M 500,890 +32,583 +7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$15.8M 435,175 +359,313 +474%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$15.7M 433,078 +427,672 +7,911%
K
15
Kemper
Illinois
$15.4M 425,000 – –
AWA
16
Arete Wealth Advisors
Illinois
$14.1M 390,001 +21,259 +6%
SWM
17
Sanctuary Wealth Management
Idaho
$14M 387,291 +310,378 +404%
JWM
18
Jackson Wealth Management
Florida
$13.8M 380,135 +125 +0%
SWM
19
SigFig Wealth Management
California
$13.2M 365,846 +19,011 +5%
SCA
20
Stuart Chaussee & Associates
California
$13M 359,442 +8,523 +2%
SC
21
Savant Capital
Illinois
$10.9M 301,567 +8,639 +3%
UBS Group
22
UBS Group
Switzerland
$9.19M 253,867 +133,987 +112%
Ameriprise
23
Ameriprise
Minnesota
$8.96M 247,567 -2,470 -1%
WAS
24
Winch Advisory Services
Wisconsin
$8.96M 247,394 +1,136 +0.5%
WP
25
WealthPLAN Partners
Nebraska
$8.11M 248,102 +72,166 +41%
1
2 3 4 5