SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

464 hedge funds and large institutions have $3.59B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-3
Holders Change %
-0.64%
% of All Funds
7.34%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
0.92%
New
39
Increased
184
Reduced
171
Closed
35
Calls
$11.2M
Puts
$35.2M
Net Calls
-$24M
Net Calls Change
-$3.04M

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$95M
2
LPL Financial
2
LPL Financial
California
$411M
3
Ameriprise
3
Ameriprise
Minnesota
$48.7M
4
BFG
4
Barber Financial Group
Kansas
$82.9M
5
SWP
5
Stratos Wealth Partners
Ohio
$30M

Top Sellers

1
CI
1
Cigna Investments
Connecticut
$0
2
FQ
2
First Quadrant
California
$0
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$12.1M
4
ARC
4
Advisor Resource Council
Texas
$0
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$7.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAS
301
Lloyd Advisory Services
Georgia
$565K +$222 +4 +0%
PG
302
Patten Group
Tennessee
$564K +$292K +5,257 +107%
CA
303
Cetera Advisors
Colorado
$560K -$1.28K -23 -0.2%
TF
304
TLWM Financial
Texas
$554K +$16.6K +298 +3%
CA
305
Continuum Advisory
Idaho
$549K -$23.6K -465 -4%
AWM
306
Apollon Wealth Management
South Carolina
$549K +$39.1K +704 +8%
TPWM
307
Twelve Points Wealth Management
Massachusetts
$527K -$67.5K -1,214 -11%
UFA
308
US Financial Advisors
Massachusetts
$517K +$5.56K +100 +1%
QC
309
Quent Capital
New York
$517K +$292K +5,259 +130%
JGIA
310
Jackson Grant Investment Advisers
Connecticut
$508K +$50.2K +902 +11%
BlackRock
311
BlackRock
New York
$491K -$6.49K -117 -1%
WS
312
Wedbush Securities
California
$491K +$110K +1,984 +29%
RSWM
313
Robertson Stephens Wealth Management
California
$490K – – –
PPA
314
Parametric Portfolio Associates
Washington
$490K +$490K +8,820 New
FPAS
315
Focus Partners Advisor Solutions
Missouri
$484K -$259K -4,664 -35%
VWM
316
Vigilare Wealth Management
Arizona
$475K -$53.5K -961 -10%
MCM
317
Murphy Capital Management
New Jersey
$475K +$48.6K +875 +11%
DWP
318
Destiny Wealth Partners
Florida
$471K – – –
RFN
319
RDA Financial Network
Iowa
$470K -$3.89K -70 -0.8%
FWP
320
Firethorn Wealth Partners
Georgia
$466K -$15.2K -274 -3%
SWM
321
Stockman Wealth Management
Montana
$457K – – –
AIP
322
Ameritas Investment Partners
Nebraska
$448K -$333 -6 -0.1%
BJL
323
Brighton Jones LLC
Washington
$440K +$25.3K +454 +6%
ISWM
324
Independent Solutions Wealth Management
New York
$439K -$4.17K -75 -0.9%
BFG
325
Beacon Financial Group
Texas
$432K – – –
11 12
13
14 15