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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 %
AMCA
251
Arthur M. Cohen & Associates
Illinois
$548K – – –
BRWA
252
B. Riley Wealth Advisors
Florida
$508K +$508K +9,585 New
BlackRock
253
BlackRock
New York
$503K +$323K +6,098 +179%
TWP
254
Tempus Wealth Planning
California
$489K +$66.5K +1,255 +16%
LAS
255
Lloyd Advisory Services
Georgia
$485K -$12.1K -229 -2%
TRCT
256
Tower Research Capital (TRC)
New York
$482K -$126K -2,382 -21%
TF
257
TLWM Financial
Texas
$480K +$7.68K +147 +2%
IWN
258
Independent Wealth Network
Iowa
$479K +$479K +8,350 New
HB
259
Homrich & Berg
Georgia
$470K -$110K -2,069 -19%
RSWM
260
Robertson Stephens Wealth Management
California
$462K – – –
CA
261
Claro Advisors
Massachusetts
$462K +$462K +8,727 New
Jane Street
262
Jane Street
New York
$460K -$638K -12,052 -58%
SWM
263
Stockman Wealth Management
Montana
$460K – – –
RFN
264
RDA Financial Network
Iowa
$453K – – –
WCA
265
Westover Capital Advisors
Delaware
$451K +$48.2K +909 +12%
DWP
266
Destiny Wealth Partners
Florida
$449K -$16.3K -308 -4%
VWM
267
Vigilare Wealth Management
Arizona
$447K +$447K +8,431 New
PA
268
PSI Advisors
Florida
$445K +$445K +8,391 New
BPWM
269
Badgley Phelps Wealth Managers
Washington
$445K +$445K +8,400 New
BC
270
Brio Consultants
California
$439K -$1.06K -20 -0.2%
MCWS
271
McKinley Carter Wealth Services
West Virginia
$438K -$8.21K -155 -2%
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$436K +$390K +7,370 +856%
IFG
273
Investors Financial Group
Minnesota
$432K +$2.86K +54 +0.7%
ISWM
274
Independent Solutions Wealth Management
New York
$429K -$20.4K -385 -5%
FSA
275
Financial Sense Advisors
California
$425K +$30.8K +581 +8%
9 10
11
12 13