SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

191 hedge funds and large institutions have $1.41B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2018 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 82 increasing their positions, 42 reducing their positions, and 24 closing their positions.

Holders
191
Holders Change
+22
Holders Change %
+13.02%
% of All Funds
4.26%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.62%
New
48
Increased
82
Reduced
42
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BL
1
Balentine LLC
Georgia
$93.1M
2
PPA
2
Parametric Portfolio Associates
Washington
$86M
3
CI
3
CX Institutional
Indiana
$31.4M
4
Bank of America
4
Bank of America
North Carolina
$29.1M
5
AAS
5
Annex Advisory Services
Wisconsin
$48.2M

Top Sellers

1
AF
1
Allworth Financial
California
$395M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
BTS
3
BB&T Securities
Virginia
$206K
4
SCA
4
Stuart Chaussee & Associates
California
$0
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$2M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
1
Allworth Financial
California
$395M 12,789,318 -2,477,842 -16%
BL
2
Balentine LLC
Georgia
$93.1M 3,012,923 +3,012,923 New
PPA
3
Parametric Portfolio Associates
Washington
$86M 2,782,517 +2,782,517 New
SFP
4
Shepherd Financial Partners
Massachusetts
$68.3M 2,210,482 +168,180 +8%
BCI
5
Brinker Capital Investments
Pennsylvania
$53M 1,715,012 -13,329 -0.8%
BSWM
6
Boston Standard Wealth Management
Massachusetts
$49.1M 1,588,387 +27,544 +2%
AAS
7
Annex Advisory Services
Wisconsin
$48.2M 1,559,731 +764,552 +96%
FI
8
FormulaFolio Investments
Michigan
$35M 966,144 – –
AWA
9
ARS Wealth Advisors
Florida
$31.8M 1,029,863 +61,916 +6%
CI
10
CX Institutional
Indiana
$31.4M 1,014,665 +928,525 +1,078%
BFG
11
Barber Financial Group
Kansas
$31M 1,003,535 -6,736 -0.7%
UBS Group
12
UBS Group
Switzerland
$30.5M 986,982 +733,115 +289%
Bank of America
13
Bank of America
North Carolina
$29.1M 940,445 +775,872 +471%
CG
14
CFO4Life Group
Texas
$20M 647,504 +647,504 New
LPL Financial
15
LPL Financial
California
$17.2M 555,045 +31,613 +6%
IF
16
IRON Financial
Illinois
$16.6M 536,545 +35,655 +7%
PFA
17
Pure Financial Advisors
California
$16.4M 531,369 +334,552 +170%
AWA
18
Arete Wealth Advisors
Illinois
$15.1M 488,144 +98,143 +25%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$13.5M 436,685 +1,510 +0.3%
K
20
Kemper
Illinois
$13.1M 425,000 – –
WFPG
21
Waller Financial Planning Group
Ohio
$12.2M 394,257 +394,257 New
SWM
22
Sanctuary Wealth Management
Idaho
$11.9M 385,347 -1,944 -0.5%
TWM
23
TLW Wealth Management
Florida
$11.9M 385,347 +385,347 New
SWM
24
SigFig Wealth Management
California
$11.8M 385,063 +19,217 +5%
SC
25
Savant Capital
Illinois
$9.77M 316,012 +14,445 +5%
1
2 3 4 5