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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 %
UFA
251
US Financial Advisors
Massachusetts
$713K +$309K +7,005 +77%
NF
252
Nikulski Financial
Iowa
$711K +$23.5K +533 +3%
HighTower Advisors
253
HighTower Advisors
Illinois
$707K +$136K +3,078 +24%
Koshinski Asset Management
254
Koshinski Asset Management
Illinois
$691K -$140K -3,183 -17%
LFP
255
Leeward Financial Partners
Washington
$686K +$3.09K +70 +0.5%
PWM
256
Penobscot Wealth Management
Maine
$683K – – –
VWA
257
V Wealth Advisors
Kansas
$680K +$38.7K +877 +6%
WS
258
Wedbush Securities
California
$667K +$339K +7,690 +104%
MWM
259
McNaughton Wealth Management
California
$640K -$1.22M -27,760 -66%
ASW
260
Astoria Strategic Wealth
Texas
$630K +$2.91K +66 +0.5%
HGERS
261
Householder Group Estate & Retirement Specialist
Arizona
$626K +$101K +2,280 +19%
GVAG
262
Great Valley Advisor Group
Delaware
$621K -$10.8K -244 -2%
Lido Advisors
263
Lido Advisors
California
$608K -$309 -7 -0.1%
JIC
264
JRM Investment Counsel
Nebraska
$607K -$138K -3,126 -19%
TC
265
Trilogy Capital
California
$596K +$596K +13,514 New
FMWA
266
Forvis Mazars Wealth Advisors
Missouri
$592K -$68.4K -1,550 -10%
CA
267
Continuum Advisory
Idaho
$570K +$110K +2,488 +24%
MWM
268
MBE Wealth Management
Wisconsin
$561K -$50.9K -1,154 -8%
ETIA
269
Epic Trust Investment Advisors
Washington
$559K -$41.6K -944 -7%
SWM
270
Sanctuary Wealth Management
Idaho
$558K -$838 -19 -0.1%
G
271
GenTrust
Florida
$554K – – –
NA
272
NewEdge Advisors
Louisiana
$554K +$554K +12,562 New
RRCM
273
Rappaport Reiches Capital Management
Illinois
$551K -$12.5K -284 -2%
RCM
274
Raleigh Capital Management
North Carolina
$547K +$27.3K +619 +5%
BO
275
Bank OZK
Arkansas
$547K +$547K +12,400 New
9 10
11
12 13