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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 %
WCA
276
Westover Capital Advisors
Delaware
$402K +$4.45K +84 +1%
VIM
277
Vista Investment Management
Pennsylvania
$400K -$40.5K -765 -9%
MCM
278
Murphy Capital Management
New Jersey
$395K +$16.7K +315 +4%
FSA
279
Financial Sense Advisors
California
$394K +$394K +7,443 New
JGIA
280
Jackson Grant Investment Advisers
Connecticut
$389K -$2.28K -43 -0.6%
BSW
281
Buckingham Strategic Wealth
Missouri
$389K +$42K +793 +12%
AIG
282
American International Group
New York
$385K – – –
HWM
283
Howard Wealth Management
Connecticut
$374K +$7.78K +147 +2%
CA
284
Crumly & Associates
Illinois
$373K – – –
KLI
285
Kelman-Lazarov Inc
Tennessee
$371K – – –
NP
286
NorthRock Partners
Minnesota
$367K – – –
JFA
287
JNBA Financial Advisors
Minnesota
$366K -$32.8K -620 -8%
WS
288
Wedbush Securities
California
$351K +$106 +2 +0%
BP
289
BCK Partners
New York
$345K +$6.77K +128 +2%
GCP
290
GSA Capital Partners
United Kingdom
$342K – – –
PP
291
PrairieView Partners
Minnesota
$340K -$22.4K -423 -6%
SS
292
Simplicity Solutions
Minnesota
$334K +$334K +6,311 New
UFA
293
US Financial Advisors
Massachusetts
$329K -$203K -3,830 -38%
SP
294
Successful Portfolios
Florida
$323K – – –
RPGK
295
Retirement Planning Group (Kansas)
Kansas
$322K +$38.5K +727 +14%
FC
296
Fusion Capital
South Carolina
$319K -$2.28K -43 -0.7%
PWM
297
Perigon Wealth Management
California
$319K -$1.75K -33 -0.5%
SIM
298
Sadoff Investment Management
Wisconsin
$318K -$106K -2,000 -25%
CIA
299
Capital Investment Advisors
Georgia
$318K -$10.8K -205 -3%
TFS
300
TrustCore Financial Services
Tennessee
$318K – – –
10 11
12
13 14