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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.

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 %
PWM
301
Perigon Wealth Management
California
$319K – – –
CIA
302
Capital Investment Advisors
Georgia
$319K – – –
JPG
303
Jordan Park Group
California
$318K -$190K -3,580 -37%
SIM
304
Sadoff Investment Management
Wisconsin
$318K – – –
TFS
305
TrustCore Financial Services
Tennessee
$318K – – –
ARC
306
Advisor Resource Council
Texas
$315K -$12.1M -229,170 -97%
Principal Financial Group
307
Principal Financial Group
Iowa
$311K -$248K -4,681 -44%
FC
308
Fusion Capital
South Carolina
$309K -$10.3K -195 -3%
FGAM
309
Financial Gravity Asset Management
Texas
$304K -$227K -4,265 -43%
CAAS
310
Capital Asset Advisory Services
Michigan
$303K -$223K -4,208 -42%
CCP
311
Clarkston Capital Partners
Michigan
$300K +$300K +5,656 New
RBC
312
Roble Belko & Company
Pennsylvania
$299K – – –
CHAM
313
Clear Harbor Asset Management
Connecticut
$292K – – –
ACM
314
Armbruster Capital Management
New York
$290K +$5.04K +95 +2%
AWA
315
Alta Wealth Advisors
Massachusetts
$287K +$51.2K +968 +22%
APC
316
Aspire Private Capital
North Carolina
$286K -$151K -2,836 -34%
CCT
317
Country Club Trust
Missouri
$282K – – –
PWMG
318
Prestige Wealth Management Group
New Jersey
$278K -$14.4K -272 -5%
S
319
SignatureFD
Georgia
$273K – – –
Kayne Anderson Rudnick Investment Management
320
Kayne Anderson Rudnick Investment Management
California
$270K +$270K +5,106 New
GCA
321
Gradient Capital Advisors
California
$269K – – –
BAM
322
Baldrige Asset Management
Pennsylvania
$262K – – –
TFA
323
Teamwork Financial Advisors
Texas
$259K -$9.96K -188 -4%
CPW
324
Catalyst Private Wealth
California
$259K – – –
FWM
325
Focused Wealth Management
New York
$257K +$1.06K +20 +0.4%
11 12
13
14 15