SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

281 hedge funds and large institutions have $1.3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 102 increasing their positions, 111 reducing their positions, and 46 closing their positions.

Holders
281
Holders Change
-8
Holders Change %
-2.77%
% of All Funds
6.21%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.77%
New
44
Increased
102
Reduced
111
Closed
46
Calls
–
Puts
$519K
Net Calls
-$519K
Net Calls Change
-$522K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$38.1M
2
LPL Financial
2
LPL Financial
California
$55.5M
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$29.6M
4
PAG
4
Private Advisor Group
New Jersey
$16.8M
5
MHR
5
Matthew Hamilton Rosenberg
$13.2M

Top Sellers

1
AF
1
Allworth Financial
California
$35.9M
2
PPA
2
Parametric Portfolio Associates
Washington
$2.54M
3
BL
3
Balentine LLC
Georgia
$14.7M
4
FI
4
FormulaFolio Investments
Michigan
$32.9M
5
AFG
5
Affinia Financial Group
Massachusetts
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
1
Annex Advisory Services
Wisconsin
$76.4M 2,428,840 +43,775 +2%
LPL Financial
2
LPL Financial
California
$55.5M 1,763,935 +1,013,609 +135%
BSWM
3
Boston Standard Wealth Management
Massachusetts
$53.5M 1,782,426 -15,271 -0.8%
SFP
4
Shepherd Financial Partners
Massachusetts
$46M 1,462,404 +62,130 +4%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$44.8M 844,862 – –
BCI
6
Brinker Capital Investments
Pennsylvania
$43.1M 1,371,457 -89,955 -6%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$38.7M 1,231,758 +360,260 +41%
Osaic Holdings
8
Osaic Holdings
Arizona
$38.1M 1,211,809 +1,211,809 New
AF
9
Allworth Financial
California
$35.9M 1,141,604 -14,765,329 -93%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$34.1M 978,082 +234,354 +32%
BFG
11
Barber Financial Group
Kansas
$34M 1,080,181 +31,986 +3%
FI
12
FormulaFolio Investments
Michigan
$32.9M 1,045,357 -895,593 -46%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$29.6M 940,926 +933,435 +12,461%
AFG
14
Affinia Financial Group
Massachusetts
$24M 763,892 -886,268 -54%
AWA
15
ARS Wealth Advisors
Florida
$22.2M 705,792 -519,027 -42%
FSG
16
Financial Strategies Group
Michigan
$21.4M 681,449 +33,841 +5%
Morgan Stanley
17
Morgan Stanley
New York
$20.5M 653,342 +373,401 +133%
SPA
18
Sentinel Pension Advisors
Massachusetts
$20.5M 651,354 -136,092 -17%
UBS Group
19
UBS Group
Switzerland
$17M 540,157 -123,103 -19%
PAG
20
Private Advisor Group
New Jersey
$16.8M 535,450 +443,424 +482%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$16.3M 517,489 +30,734 +6%
UCFA
22
United Capital Financial Advisors
Texas
$16.1M 513,011 +42,237 +9%
PFA
23
Pure Financial Advisors
California
$15.9M 505,391 -5,497 -1%
WAS
24
Winch Advisory Services
Wisconsin
$15.7M 500,424 +92,913 +23%
SWM
25
SigFig Wealth Management
California
$15.2M 482,977 +19,075 +4%
1
2 3 4 5