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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 %
AIP
276
Ameritas Investment Partners
Nebraska
$420K -$64.4K -1,216 -13%
BFG
277
Beacon Financial Group
Texas
$412K +$412K +7,678 New
CIAS
278
CFS Investment Advisory Services
New Jersey
$405K +$405K +7,648 New
Mercer Global Advisors
279
Mercer Global Advisors
Colorado
$400K -$79.7K -1,503 -17%
MCM
280
Murphy Capital Management
New Jersey
$399K +$3.71K +70 +0.9%
CAL
281
Capital Analysts LLC
Pennsylvania
$397K +$108K +2,039 +37%
WS
282
Wedbush Securities
California
$395K +$43.4K +818 +12%
JGIA
283
Jackson Grant Investment Advisers
Connecticut
$388K -$953 -18 -0.2%
VIM
284
Vista Investment Management
Pennsylvania
$384K -$16.2K -306 -4%
NP
285
NorthRock Partners
Minnesota
$378K +$11K +207 +3%
AWM
286
Accurate Wealth Management
Florida
$376K +$86.8K +1,572 +30%
HWM
287
Howard Wealth Management
Connecticut
$375K +$1.06K +20 +0.3%
CA
288
Crumly & Associates
Illinois
$373K – – –
HR
289
Hayden Royal
North Carolina
$372K -$749K -14,121 -67%
KLI
290
Kelman-Lazarov Inc
Tennessee
$371K – – –
JFA
291
JNBA Financial Advisors
Minnesota
$360K -$6.2K -117 -2%
UFA
292
US Financial Advisors
Massachusetts
$357K +$27.6K +520 +8%
SF
293
Symphony Financial
Texas
$350K +$350K +6,526 New
BP
294
BCK Partners
New York
$348K +$2.07K +39 +0.6%
GCP
295
GSA Capital Partners
United Kingdom
$342K – – –
PP
296
PrairieView Partners
Minnesota
$340K – – –
BCFS
297
Butensky & Cohen Financial Security
Florida
$333K +$19.2K +362 +6%
SP
298
Successful Portfolios
Florida
$323K – – –
RPGK
299
Retirement Planning Group (Kansas)
Kansas
$323K +$1.59K +30 +0.5%
BJL
300
Brighton Jones LLC
Washington
$320K +$8.32K +157 +3%
10 11
12
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