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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 %
FWP
251
Firethorn Wealth Partners
Georgia
$535K -$110K -2,083 -17%
NF
252
Nikulski Financial
Iowa
$535K +$97.8K +1,823 +22%
FGAM
253
Financial Gravity Asset Management
Texas
$528K +$138K +2,609 +35%
CAAS
254
Capital Asset Advisory Services
Michigan
$526K +$41.4K +781 +9%
GVAG
255
Great Valley Advisor Group
Delaware
$515K +$283K +5,348 +122%
JPG
256
Jordan Park Group
California
$508K -$14.8K -280 -3%
LAS
257
Lloyd Advisory Services
Georgia
$497K +$85.9K +1,622 +21%
AIP
258
Ameritas Investment Partners
Nebraska
$484K +$32.3K +610 +7%
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$479K +$479K +9,046 New
TFGT
260
TS Financial Group (TSFG)
Illinois
$475K +$133K +2,512 +39%
TF
261
TLWM Financial
Texas
$474K +$17.5K +334 +4%
DWP
262
Destiny Wealth Partners
Florida
$465K -$18.5K -350 -4%
RSWM
263
Robertson Stephens Wealth Management
California
$462K – – –
SWM
264
Stockman Wealth Management
Montana
$460K -$7.94K -150 -2%
RFN
265
RDA Financial Network
Iowa
$453K -$93.2K -1,760 -17%
PTC
266
Private Trust Company
Ohio
$452K +$33.3K +629 +8%
ISWM
267
Independent Solutions Wealth Management
New York
$449K +$33.8K +638 +8%
MCWS
268
McKinley Carter Wealth Services
West Virginia
$446K -$18.7K -354 -4%
BPB
269
Badgley, Phelps & Bell
Washington
$445K -$30.7K -580 -6%
BC
270
Brio Consultants
California
$440K +$3.08K +58 +0.7%
APC
271
Aspire Private Capital
North Carolina
$436K -$733K -13,837 -63%
IFG
272
Investors Financial Group
Minnesota
$429K – – –
CA
273
Cetera Advisors
Colorado
$428K +$177K +3,340 +70%
TWP
274
Tempus Wealth Planning
California
$422K +$48K +907 +13%
CRI
275
Colonial River Investments
Virginia
$422K +$422K +7,961 New
9 10
11
12 13