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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 %
JGIA
276
Jackson Grant Investment Advisers
Connecticut
$539K +$145K +3,296 +37%
LWAC
277
Laurel Wealth Advisors (California)
California
$538K -$30K -681 -5%
CGPCS
278
Capital Group Private Client Services
California
$533K – – –
CA
279
Claro Advisors
Massachusetts
$531K – – –
PCP
280
Proficio Capital Partners
Massachusetts
$520K – – –
OFP
281
OLIO Financial Planning
Virginia
$516K – – –
ISWM
282
Independent Solutions Wealth Management
New York
$513K +$167K +3,792 +48%
RWM
283
Rockwood Wealth Management
Pennsylvania
$510K +$926 +21 +0.2%
MIM
284
Moseley Investment Management
Florida
$509K -$5.55K -126 -1%
DC
285
Davenport & Co
Virginia
$509K +$28.1K +636 +6%
RBC
286
Roble Belko & Company
Pennsylvania
$504K +$44 +1 +0%
PWMG
287
Pinnacle Wealth Management Group
Michigan
$502K -$11.4K -258 -2%
Renaissance Technologies
288
Renaissance Technologies
New York
$498K +$498K +11,300 New
AWM
289
Axxcess Wealth Management
California
$495K -$33.1K -751 -6%
PTC
290
Private Trust Company
Ohio
$493K -$66.4K -1,506 -12%
SFM
291
Signet Financial Management
New Jersey
$487K -$49K -1,110 -9%
GF
292
Goodman Financial
Texas
$465K -$84.1K -1,907 -15%
GWA
293
Gibson Wealth Advisors
Texas
$463K – – –
TYCC
294
Texas Yale Capital Corp
Florida
$462K – – –
IA
295
IFP Advisors
Florida
$462K +$122K +3,135 +36%
HIP
296
HUB Investment Partners
Texas
$460K +$245K +5,564 +114%
AMCA
297
Arthur M. Cohen & Associates
Illinois
$456K – – –
LMKC
298
L.M. Kohn & Company
Ohio
$451K +$32.5K +736 +8%
AWM
299
Apollon Wealth Management
South Carolina
$450K +$15.3K +347 +4%
PGFC
300
Peapack-Gladstone Financial Corp
New Jersey
$449K +$449K +10,180 New
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12
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