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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

397 hedge funds and large institutions have $2.89B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 152 increasing their positions, 148 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+7
Holders Change %
+1.79%
% of All Funds
6.97%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.79%
New
38
Increased
152
Reduced
148
Closed
23
Calls
$8.95M
Puts
$40.4M
Net Calls
-$31.4M
Net Calls Change
-$35.5M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$174M
2
LPL Financial
2
LPL Financial
California
$300M
3
PFA
3
Professional Financial Advisors
Nebraska
$46.1M
4
BHB
4
Bank Hapoalim BM
Israel
$10.6M
5
PAG
5
Private Advisor Group
New Jersey
$78.2M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$13.4M
2
ARC
2
Advisor Resource Council
Texas
$315K
3
AAS
3
Annex Advisory Services
Wisconsin
$110M
4
BCM
4
Brookstone Capital Management
Illinois
$41.2M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$43M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
226
Sowell Financial Services
Arkansas
$731K -$65.1K -1,230 -8%
GF
227
Goodman Financial
Texas
$723K +$56.7K +1,070 +9%
PCP
228
Proficio Capital Partners
Massachusetts
$717K – – –
B
229
Bridgeworth
Alabama
$706K -$28.3K -533 -4%
WWM
230
WT Wealth Management
Arizona
$692K -$17.4K -329 -2%
Lido Advisors
231
Lido Advisors
California
$688K -$12.1K -229 -2%
GLA
232
Good Life Advisors
Pennsylvania
$688K -$3.71K -70 -0.5%
RRCM
233
Rappaport Reiches Capital Management
Illinois
$683K -$2.76K -52 -0.4%
ASW
234
Astoria Strategic Wealth
Texas
$677K -$55.8K -1,053 -8%
G
235
GenTrust
Florida
$666K – – –
CGPCS
236
Capital Group Private Client Services
California
$655K +$655K +12,354 New
DC
237
Davenport & Co
Virginia
$652K +$29.5K +556 +5%
TFGT
238
TS Financial Group (TSFG)
Illinois
$648K +$173K +3,270 +36%
Citadel Advisors
239
Citadel Advisors
Florida
$639K +$639K +12,064 New
MIM
240
Moseley Investment Management
Florida
$614K -$16.7K -311 -3%
CA
241
Continuum Advisory
Idaho
$607K +$21K +396 +4%
FMI
242
F/M Investments
District of Columbia
$602K +$332K +6,249 +123%
PWMG
243
Pinnacle Wealth Management Group
Michigan
$598K -$197K -3,709 -25%
GVAG
244
Great Valley Advisor Group
Delaware
$588K +$71.9K +1,355 +14%
PTC
245
Private Trust Company
Ohio
$586K +$134K +2,538 +30%
SW
246
SlateStone Wealth
Florida
$583K -$27.2K -512 -4%
Cetera Investment Advisers
247
Cetera Investment Advisers
Illinois
$565K -$106 -2 -0%
EWM
248
Echo Wealth Management
Minnesota
$560K +$16.2K +300 +3%
TYCC
249
Texas Yale Capital Corp
Florida
$555K – – –
NF
250
Nikulski Financial
Iowa
$554K +$25.6K +483 +5%
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