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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

456 hedge funds and large institutions have $3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 175 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-8
Holders Change %
-1.72%
% of All Funds
7.71%
Holding in Top 10
53
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.62%
% of All Funds
0.9%
New
40
Increased
175
Reduced
170
Closed
42
Calls
$4.02M
Puts
–
Net Calls
+$4.02M
Net Calls Change
+$28.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$20.7M
2
VAG
VisionPoint Advisory Group
Texas
+$17.7M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$14.3M
4
BL
Balentine LLC
Georgia
+$13.3M
5
TAIM
TD Ameritrade Investment Management
Nebraska
+$9.79M

Top Sellers

1
LPL Financial
LPL Financial
California
-$53.8M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$20.1M
3
Wells Fargo
Wells Fargo
California
-$15.4M
4
AIM
Astor Investment Management
Illinois
-$10.9M
5
Ameriprise
Ameriprise
Minnesota
-$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
301
Apollon Wealth Management
South Carolina
$458K -$1.49K -32 -0.3%
SWA
302
Stratos Wealth Advisors
Ohio
$445K -$392K -8,419 -47%
SW
303
SlateStone Wealth
Florida
$444K -$38.9K -837 -8%
MCM
304
Murphy Capital Management
New Jersey
$444K +$46.4K +1,000 +12%
LMKC
305
L.M. Kohn & Company
Ohio
$441K -$621K -13,348 -58%
TPWM
306
Twelve Points Wealth Management
Massachusetts
$440K – – –
BlackRock
307
BlackRock
New York
$426K +$15.2K +327 +4%
PG
308
Patten Group
Tennessee
$425K -$60.5K -1,264 -12%
UFA
309
US Financial Advisors
Massachusetts
$425K -$7.01K -151 -2%
JGIA
310
Jackson Grant Investment Advisers
Connecticut
$415K -$9.57K -206 -2%
RSWM
311
Robertson Stephens Wealth Management
California
$410K – – –
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
$409K -$617K -13,260 -60%
VCM
313
Virtue Capital Management
Tennessee
$402K -$1.5M -32,272 -79%
AIP
314
Ameritas Investment Partners
Nebraska
$402K +$27.2K +585 +7%
TFA
315
Triad Financial Advisors
North Carolina
$401K -$713K -15,331 -64%
FWP
316
Firethorn Wealth Partners
Georgia
$401K -$23.6K -465 -6%
IFPG
317
Intrepid Financial Planning Group
Indiana
$398K +$398K +8,572 New
VWM
318
Vigilare Wealth Management
Arizona
$397K +$186 +4 +0%
FAIM
319
Financial Advocates Investment Management
Washington
$396K -$1.31M -28,235 -77%
DWP
320
Destiny Wealth Partners
Florida
$383K -$10.6K -228 -3%
RFN
321
RDA Financial Network
Iowa
$382K -$11.6K -250 -3%
SWM
322
Stockman Wealth Management
Montana
$382K – – –
CFAM
323
Center For Asset Management
Florida
$369K -$167K -3,605 -31%
BJL
324
Brighton Jones LLC
Washington
$369K +$1.72K +37 +0.5%
CIAS
325
CFS Investment Advisory Services
New Jersey
$368K -$20.1M -431,342 -98%
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