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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

366 hedge funds and large institutions have $2.37B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 135 increasing their positions, 117 reducing their positions, and 15 closing their positions.

Holders
366
Holders Change
+63
Holders Change %
+20.79%
% of All Funds
6.49%
Holding in Top 10
46
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+24.32%
% of All Funds
0.82%
New
81
Increased
135
Reduced
117
Closed
15
Calls
$6.8M
Puts
$579K
Net Calls
+$6.22M
Net Calls Change
-$7.76M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$66.5M
2
AIM
2
Astor Investment Management
Illinois
$37.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41M
4
LPL Financial
4
LPL Financial
California
$191M
5
AWM
5
AE Wealth Management
Kansas
$19.6M

Top Sellers

1
BSWM
1
Boston Standard Wealth Management
Massachusetts
$34.6M
2
BPB
2
Badgley, Phelps & Bell
Washington
$851K
3
BIP
3
Blueprint Investment Partners
North Carolina
$17.5K
4
FI
4
FormulaFolio Investments
Michigan
$52M
5
SA
5
Stewardship Advisors
Pennsylvania
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$191M +$26.4M +572,520 +16%
AAS
2
Annex Advisory Services
Wisconsin
$117M -$2.08M -45,057 -2%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$99.6M +$5.34M +114,837 +6%
Wells Fargo
4
Wells Fargo
California
$66.5M +$61.8M +1,340,678 +1,305%
SFP
5
Shepherd Financial Partners
Massachusetts
$60.7M -$8.57M -185,985 -12%
FQ
6
First Quadrant
California
$59.7M -$3.42M -74,279 -5%
Osaic Holdings
7
Osaic Holdings
Arizona
$57.3M +$8.67M +188,022 +18%
PAG
8
Private Advisor Group
New Jersey
$53.9M -$7.32M -158,891 -12%
TAIM
9
TD Ameritrade Investment Management
Nebraska
$53.1M -$1.34M -29,113 -2%
BCI
10
Brinker Capital Investments
Pennsylvania
$52.8M -$4.18M -90,596 -7%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$52.3M +$7.37M +159,889 +16%
FI
12
FormulaFolio Investments
Michigan
$52M -$13.3M -289,321 -20%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$44.8M – – –
BFG
14
Barber Financial Group
Kansas
$43M -$4.4M -95,510 -9%
AF
15
Allworth Financial
California
$42.5M -$862K -18,693 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$41M +$27.1M +589,027 +196%
TF
17
TRH Financial
Iowa
$39.3M +$906K +19,661 +2%
AIM
18
Astor Investment Management
Illinois
$37.6M +$37.6M +815,949 New
RIM
19
Rockbridge Investment Management
New York
$37.1M +$2.55M +55,419 +7%
AWA
20
ARS Wealth Advisors
Florida
$34.8M +$2.62M +56,812 +8%
BSWM
21
Boston Standard Wealth Management
Massachusetts
$34.6M -$41.8M -907,935 -55%
FSG
22
Financial Strategies Group
Michigan
$33.3M +$1.09M +23,598 +3%
WFS
23
Weitzel Financial Services
Iowa
$32.4M +$32.4M +665,359 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$30.9M +$2.78M +60,295 +10%
Morgan Stanley
25
Morgan Stanley
New York
$29.9M +$246K +5,331 +0.8%
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