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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 %
AMCA
301
Arthur M. Cohen & Associates
Illinois
$604K – – –
LAS
302
Lloyd Advisory Services
Georgia
$594K +$58.6K +1,002 +11%
CA
303
Cetera Advisors
Colorado
$590K -$244K -4,185 -29%
IFG
304
Investors Financial Group
Minnesota
$585K +$109K +1,858 +23%
TWP
305
Tempus Wealth Planning
California
$576K +$36.8K +629 +7%
HGERS
306
Householder Group Estate & Retirement Specialist
Arizona
$566K +$566K +9,675 New
TF
307
TLWM Financial
Texas
$564K +$26.9K +460 +5%
VWM
308
Vigilare Wealth Management
Arizona
$555K +$62.5K +1,069 +13%
CAL
309
Capital Analysts LLC
Pennsylvania
$555K +$117K +2,000 +27%
UFA
310
US Financial Advisors
Massachusetts
$538K +$144K +2,468 +37%
AWM
311
Apollon Wealth Management
South Carolina
$537K +$537K +9,179 New
BlackRock
312
BlackRock
New York
$524K -$31.3K -535 -6%
RSWM
313
Robertson Stephens Wealth Management
California
$516K +$5.84K +100 +1%
WCA
314
Westover Capital Advisors
Delaware
$515K +$18.3K +314 +4%
FWP
315
Firethorn Wealth Partners
Georgia
$506K +$506K +8,654 New
RFN
316
RDA Financial Network
Iowa
$499K -$1.17K -20 -0.2%
DWP
317
Destiny Wealth Partners
Florida
$495K – – –
BPWM
318
Badgley Phelps Wealth Managers
Washington
$491K – – –
IWN
319
Independent Wealth Network
Iowa
$490K +$1.52K +26 +0.3%
SWM
320
Stockman Wealth Management
Montana
$481K -$27K -462 -5%
JGIA
321
Jackson Grant Investment Advisers
Connecticut
$481K +$53K +908 +12%
MCWS
322
McKinley Carter Wealth Services
West Virginia
$472K -$11.3K -193 -2%
AIP
323
Ameritas Investment Partners
Nebraska
$472K +$8.94K +153 +2%
FSA
324
Financial Sense Advisors
California
$470K +$1.29K +22 +0.3%
NP
325
NorthRock Partners
Minnesota
$470K +$53.4K +913 +13%
11 12
13
14 15