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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

467 hedge funds and large institutions have $3.65B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 186 increasing their positions, 129 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+70
Holders Change %
+17.63%
% of All Funds
7.21%
Holding in Top 10
61
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+35.56%
% of All Funds
0.94%
New
95
Increased
186
Reduced
129
Closed
18
Calls
$868K
Puts
$21.9M
Net Calls
-$21M
Net Calls Change
+$10.4M

Top Buyers

1
CI
1
Cigna Investments
Connecticut
$63.9M
2
LPL Financial
2
LPL Financial
California
$382M
3
ARC
3
Advisor Resource Council
Texas
$19.9M
4
SF
4
Symphony Financial
Texas
$12.9M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$13.8M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$2.39M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$161M
3
BCM
3
Brookstone Capital Management
Illinois
$35.4M
4
K
4
Kemper
Illinois
$9.04M
5
AAS
5
Annex Advisory Services
Wisconsin
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
226
Aristides Capital
Kentucky
$1.28M +$1.28M +21,875 New
FCMA
227
Foresight Capital Management Advisors
Michigan
$1.27M +$1.27M +21,794 New
GLA
228
Good Life Advisors
Pennsylvania
$1.27M +$514K +8,796 +68%
TCM
229
Triumph Capital Management
Colorado
$1.26M +$62.6K +1,071 +5%
TC
230
Telemus Capital
Michigan
$1.26M +$263K +4,498 +26%
Jane Street
231
Jane Street
New York
$1.25M +$742K +12,695 +146%
Stifel Financial
232
Stifel Financial
Missouri
$1.23M +$58 +1 +0%
WFA
233
Wade Financial Advisory
California
$1.23M -$37.8K -646 -3%
BMD
234
Better Money Decisions
New Mexico
$1.22M +$140K +2,400 +13%
AWA
235
Alta Wealth Advisors
Massachusetts
$1.19M +$875K +14,980 +276%
DA
236
Detalus Advisors
Missouri
$1.18M +$51.1K +874 +5%
WOSD
237
WFA of San Diego
California
$1.15M +$57.2K +978 +5%
APA
238
American Portfolios Advisors
New York
$1.14M +$136K +2,320 +14%
SA
239
Stewardship Advisors
Pennsylvania
$1.14M -$50.7K -867 -4%
Koshinski Asset Management
240
Koshinski Asset Management
Illinois
$1.13M -$46.2K -790 -4%
RWM
241
Rockwood Wealth Management
Pennsylvania
$1.11M +$1.11M +19,020 New
RJA
242
Raymond James & Associates
Florida
$1.11M +$190K +3,251 +21%
DHGWA
243
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.11M +$1.11M +18,960 New
IA
244
Insight Advisors
Pennsylvania
$1.07M -$3.04K -52 -0.3%
Fidelity Investments
245
Fidelity Investments
Massachusetts
$1.07M +$114K +1,947 +12%
WCWM
246
Wooster Corthell Wealth Management
Connecticut
$1.04M -$31.9K -546 -3%
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$1.03M +$584K +9,993 +132%
BWP
248
Bernardo Wealth Planning
Pennsylvania
$1.02M +$4.44K +76 +0.4%
CF
249
Copperwynd Financial
Arizona
$1.02M +$1.02M +17,491 New
HSG
250
Helen Stephens Group
Texas
$1.02M +$1.02M +17,447 New
8 9
10
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