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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 %
FHA
251
First Horizon Advisors
Tennessee
$1.01M +$819 +14 +0.1%
MOS
252
MGO One Seven
Ohio
$967K +$967K +16,547 New
RBC
253
Roble Belko & Company
Pennsylvania
$962K +$633K +10,824 +192%
BF
254
BOK Financial
Oklahoma
$940K – – –
CWM
255
Congress Wealth Management
Massachusetts
$926K +$926K +15,851 New
PWM
256
Penobscot Wealth Management
Maine
$918K +$3.27K +56 +0.4%
RCM
257
Raleigh Capital Management
North Carolina
$908K +$908K +15,533 New
SFS
258
Sowell Financial Services
Arkansas
$905K +$97.8K +1,673 +12%
LFP
259
Leeward Financial Partners
Washington
$898K +$898K +15,367 New
GL
260
Graypoint LLC
New York
$885K +$885K +15,145 New
HT
261
HAP Trading
New York
$883K +$883K +15,110 New
MWM
262
MBE Wealth Management
Wisconsin
$874K -$63.4K -1,084 -7%
ASW
263
Astoria Strategic Wealth
Texas
$862K +$116K +1,983 +16%
FMI
264
F/M Investments
District of Columbia
$861K +$199K +3,401 +30%
CFAM
265
Center For Asset Management
Florida
$859K -$118K -2,018 -12%
DHFB
266
Dixon Hubard Feinour & Brown
Virginia
$846K +$846K +14,472 New
CPIG
267
Chicago Partners Investment Group
Illinois
$845K +$46.9K +868 +6%
SFM
268
Signet Financial Management
New Jersey
$839K +$22.2K +380 +3%
DC
269
Davenport & Co
Virginia
$824K +$105K +1,794 +15%
CA
270
CoreCap Advisors
Michigan
$810K +$810K +13,859 New
SWM
271
Sanctuary Wealth Management
Idaho
$803K -$88.1K -1,507 -10%
GVAG
272
Great Valley Advisor Group
Delaware
$800K +$153K +2,617 +24%
VWA
273
V Wealth Advisors
Kansas
$794K -$17.5K -299 -2%
B
274
Bridgeworth
Alabama
$792K +$14.1K +241 +2%
GF
275
Goodman Financial
Texas
$789K -$8.48K -145 -1%
9 10
11
12 13