SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

464 hedge funds and large institutions have $3.59B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-3
Holders Change %
-0.64%
% of All Funds
7.34%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
0.92%
New
39
Increased
184
Reduced
171
Closed
35
Calls
$11.2M
Puts
$35.2M
Net Calls
-$24M
Net Calls Change
-$3.04M

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$95M
2
LPL Financial
2
LPL Financial
California
$411M
3
Ameriprise
3
Ameriprise
Minnesota
$48.7M
4
BFG
4
Barber Financial Group
Kansas
$82.9M
5
SWP
5
Stratos Wealth Partners
Ohio
$30M

Top Sellers

1
CI
1
Cigna Investments
Connecticut
$0
2
FQ
2
First Quadrant
California
$0
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$12.1M
4
ARC
4
Advisor Resource Council
Texas
$0
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$7.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
226
Spire Wealth Management
Virginia
$1.22M -$20.8K -374 -2%
AC
227
Aristides Capital
Kentucky
$1.22M – – –
MML Investors Services
228
MML Investors Services
Massachusetts
$1.22M -$119K -2,146 -9%
AWA
229
Alta Wealth Advisors
Massachusetts
$1.21M +$80.3K +1,446 +7%
Fidelity Investments
230
Fidelity Investments
Massachusetts
$1.16M +$145K +2,613 +14%
APA
231
American Portfolios Advisors
New York
$1.15M +$68.1K +1,225 +6%
BCI
232
Brinker Capital Investments
Pennsylvania
$1.15M -$1.13M -20,283 -50%
PP
233
PrairieView Partners
Minnesota
$1.12M +$758K +13,636 +212%
DA
234
Detalus Advisors
Missouri
$1.11M -$15K -270 -1%
AWM
235
Accurate Wealth Management
Florida
$1.09M +$712K +12,820 +188%
Koshinski Asset Management
236
Koshinski Asset Management
Illinois
$1.07M -$7K -126 -0.7%
JIC
237
JRM Investment Counsel
Nebraska
$1.06M -$351K -6,324 -25%
SA
238
Stewardship Advisors
Pennsylvania
$1.06M -$15.3K -275 -1%
WOSD
239
WFA of San Diego
California
$1.06M -$35.5K -639 -3%
SPI
240
Sutton Place Investors
New York
$1.04M -$449K -8,558 -30%
WCWM
241
Wooster Corthell Wealth Management
Connecticut
$1.01M +$14.1K +254 +1%
SWA
242
Stratos Wealth Advisors
Ohio
$999K -$1.06M -19,066 -51%
DHGWA
243
Dixon Hughes Goodman Wealth Advisors
North Carolina
$996K -$58K -1,043 -6%
IWM
244
IHT Wealth Management
Illinois
$964K -$781K -14,050 -45%
FHA
245
First Horizon Advisors
Tennessee
$963K -$778 -14 -0.1%
IA
246
Insight Advisors
Pennsylvania
$953K -$68.5K -1,231 -7%
BWP
247
Bernardo Wealth Planning
Pennsylvania
$950K -$21.6K -388 -2%
BBHC
248
Brown Brothers Harriman & Co
New York
$938K – – –
B
249
Bridgeworth
Alabama
$924K +$171K +3,068 +23%
RFN
250
Redwood Financial Network
Ohio
$907K +$907K +16,327 New
8 9
10
11 12