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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 %
FPAS
276
Focus Partners Advisor Solutions
Missouri
$782K +$782K +13,381 New
Lido Advisors
277
Lido Advisors
California
$759K +$467 +8 +0.1%
NF
278
Nikulski Financial
Iowa
$755K +$145K +2,474 +24%
SS
279
Simplicity Solutions
Minnesota
$738K +$738K +12,622 New
OFP
280
OLIO Financial Planning
Virginia
$738K +$738K +12,624 New
CGPCS
281
Capital Group Private Client Services
California
$722K – – –
RRCM
282
Rappaport Reiches Capital Management
Illinois
$721K -$32.6K -558 -4%
WWM
283
WT Wealth Management
Arizona
$716K -$47.3K -810 -6%
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$711K +$229K +3,922 +48%
PG
285
Prostatis Group
Maryland
$701K -$212K -3,623 -23%
G
286
GenTrust
Florida
$700K – – –
PCP
287
Proficio Capital Partners
Massachusetts
$689K -$102K -1,750 -13%
Cetera Investment Advisers
288
Cetera Investment Advisers
Illinois
$681K +$57.7K +988 +9%
CA
289
Claro Advisors
Massachusetts
$680K +$170K +2,911 +33%
TFGT
290
TS Financial Group (TSFG)
Illinois
$679K -$36.5K -625 -5%
PWMG
291
Pinnacle Wealth Management Group
Michigan
$672K +$12.6K +216 +2%
PTC
292
Private Trust Company
Ohio
$664K +$17.2K +294 +3%
MIM
293
Moseley Investment Management
Florida
$661K -$8.06K -138 -1%
CA
294
Continuum Advisory
Idaho
$659K -$10.2K -174 -2%
EWM
295
Echo Wealth Management
Minnesota
$637K +$42K +733 +7%
SW
296
SlateStone Wealth
Florida
$631K -$11K -189 -2%
TPWM
297
Twelve Points Wealth Management
Massachusetts
$625K +$625K +10,688 New
HighTower Advisors
298
HighTower Advisors
Illinois
$615K +$344K +5,881 +127%
GWA
299
Gibson Wealth Advisors
Texas
$614K +$614K +10,500 New
TYCC
300
Texas Yale Capital Corp
Florida
$612K – – –
10 11
12
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