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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

446 hedge funds and large institutions have $2.93B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 185 increasing their positions, 157 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
-10
Holders Change %
-2.19%
% of All Funds
7.71%
Holding in Top 10
57
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.55%
% of All Funds
0.99%
New
34
Increased
185
Reduced
157
Closed
37
Calls
$3.09M
Puts
$222K
Net Calls
+$2.86M
Net Calls Change
-$1.15M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$84.9M
2
PAG
2
Private Advisor Group
New Jersey
$99.9M
3
Ameriprise
3
Ameriprise
Minnesota
$48.1M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$84.5M
5
W
5
Wealthquest
Ohio
$11.9M

Top Sellers

1
BFG
1
Barber Financial Group
Kansas
$36M
2
ARC
2
Advisor Resource Council
Texas
$0
3
CW
3
CreativeOne Wealth
Kansas
$778K
4
IHWM
4
Iron Horse Wealth Management
Iowa
$101K
5
SCA
5
Snowden Capital Advisors
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
226
Susquehanna International Group
Pennsylvania
$946K +$169K +3,835 +22%
SPAS
227
Spectrum Planning & Advisory Services
California
$941K -$54.8K -1,241 -5%
EWA
228
EP Wealth Advisors
California
$936K -$33.3K -755 -3%
CWM
229
Cahill Wealth Management
Michigan
$932K -$19.1K -433 -2%
BF
230
BOK Financial
Oklahoma
$928K +$218K +4,948 +31%
SA
231
Stewardship Advisors
Pennsylvania
$925K +$13.8K +314 +2%
BAM
232
Belpointe Asset Management
Nevada
$885K -$1.81M -40,999 -67%
PWM
233
Prentice Wealth Management
New York
$876K -$70.6K -1,598 -7%
APA
234
American Portfolios Advisors
New York
$848K -$41.2K -934 -5%
BCI
235
Brinker Capital Investments
Pennsylvania
$843K -$95.9K -2,175 -10%
CCM
236
Crew Capital Management
Ohio
$825K -$202K -4,571 -20%
WCWM
237
Wooster Corthell Wealth Management
Connecticut
$814K +$21.6K +489 +3%
WOSD
238
WFA of San Diego
California
$810K -$60.3K -1,368 -7%
SPI
239
Sutton Place Investors
New York
$806K -$63.1K -1,430 -7%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$806K +$128K +2,902 +19%
BMD
241
Better Money Decisions
New Mexico
$788K +$14.4K +327 +2%
CW
242
CreativeOne Wealth
Kansas
$778K -$7.89M -178,967 -91%
CWM
243
Cornerstone Wealth Management
Missouri
$772K +$80.5K +1,825 +12%
FHA
244
First Horizon Advisors
Tennessee
$762K -$2.78K -63 -0.4%
B
245
Bridgeworth
Alabama
$760K +$16.5K +375 +2%
BBHC
246
Brown Brothers Harriman & Co
New York
$744K – – –
IA
247
Insight Advisors
Pennsylvania
$726K -$43.1K -978 -6%
DA
248
Detalus Advisors
Missouri
$722K -$3.75K -85 -0.5%
BWP
249
Bernardo Wealth Planning
Pennsylvania
$721K -$66.9K -1,449 -8%
QC
250
Quent Capital
New York
$721K +$73.2K +1,661 +11%
8 9
10
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