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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

390 hedge funds and large institutions have $3.14B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 153 increasing their positions, 146 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+21
Holders Change %
+5.69%
% of All Funds
6.81%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.73%
New
37
Increased
153
Reduced
146
Closed
11
Calls
$15.8M
Puts
$11.7M
Net Calls
+$4.11M
Net Calls Change
+$1.76M

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$338M
2
BCM
2
Brookstone Capital Management
Illinois
$47.2M
3
LPL Financial
3
LPL Financial
California
$270M
4
CAN
4
Cetera Advisor Networks
California
$17.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$133M

Top Sellers

1
VFA
1
Voya Financial Advisors
Connecticut
$0
2
AIC
2
Ameritas Investment Company
Nebraska
$226K
3
Belvedere Trading
3
Belvedere Trading
Illinois
$0
4
GWM
4
Geneos Wealth Management
Colorado
$5.2M
5
AAS
5
Annex Advisory Services
Wisconsin
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
226
Proficio Capital Partners
Massachusetts
$717K – – –
WWM
227
WT Wealth Management
Arizona
$709K -$43K -813 -6%
TC
228
Telemus Capital
Michigan
$704K +$207K +3,905 +42%
RJA
229
Raymond James & Associates
Florida
$701K +$27.8K +524 +4%
Lido Advisors
230
Lido Advisors
California
$700K -$32.9K -621 -4%
Koshinski Asset Management
231
Koshinski Asset Management
Illinois
$691K -$459K -8,675 -40%
GLA
232
Good Life Advisors
Pennsylvania
$691K +$127K +2,406 +23%
RRCM
233
Rappaport Reiches Capital Management
Illinois
$685K +$685K +12,939 New
LFAS
234
Level Four Advisory Services
Texas
$680K -$400K -7,545 -37%
GF
235
Goodman Financial
Texas
$666K -$31.1K -587 -4%
G
236
GenTrust
Florida
$665K – – –
VWA
237
V Wealth Advisors
Kansas
$663K +$23.7K +449 +4%
LWAC
238
Laurel Wealth Advisors (California)
California
$652K +$36.5K +688 +6%
MIM
239
Moseley Investment Management
Florida
$623K -$35.4K -669 -5%
DC
240
Davenport & Co
Virginia
$623K +$623K +11,752 New
SW
241
SlateStone Wealth
Florida
$609K -$30.9K -583 -5%
TRCT
242
Tower Research Capital (TRC)
New York
$608K +$603K +11,379 +11,048%
AFP
243
Ausdal Financial Partners
Iowa
$601K -$15.9K -301 -3%
CA
244
Continuum Advisory
Idaho
$585K +$54.5K +1,030 +10%
HB
245
Homrich & Berg
Georgia
$579K – – –
AMCA
246
Arthur M. Cohen & Associates
Illinois
$578K – – –
Cetera Investment Advisers
247
Cetera Investment Advisers
Illinois
$565K +$565K +10,665 New
Principal Financial Group
248
Principal Financial Group
Iowa
$559K -$1.13M -21,407 -67%
TYCC
249
Texas Yale Capital Corp
Florida
$554K – – –
EWM
250
Echo Wealth Management
Minnesota
$536K -$5.48K -103 -1%
8 9
10
11 12