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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

390 hedge funds and large institutions have $3.14B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 153 increasing their positions, 146 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+21
Holders Change %
+5.69%
% of All Funds
6.81%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.73%
New
37
Increased
153
Reduced
146
Closed
11
Calls
$15.8M
Puts
$11.7M
Net Calls
+$4.11M
Net Calls Change
+$1.76M

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$338M
2
BCM
2
Brookstone Capital Management
Illinois
$47.2M
3
LPL Financial
3
LPL Financial
California
$270M
4
CAN
4
Cetera Advisor Networks
California
$17.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$133M

Top Sellers

1
VFA
1
Voya Financial Advisors
Connecticut
$0
2
AIC
2
Ameritas Investment Company
Nebraska
$226K
3
Belvedere Trading
3
Belvedere Trading
Illinois
$0
4
GWM
4
Geneos Wealth Management
Colorado
$5.2M
5
AAS
5
Annex Advisory Services
Wisconsin
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
326
Alta Wealth Advisors
Massachusetts
$236K +$236K +4,454 New
CPWA
327
Cerro Pacific Wealth Advisors
California
$236K +$236K +4,464 New
RWA
328
Redhawk Wealth Advisors
Minnesota
$230K +$230K +4,350 New
BFA
329
Beacon Financial Advisory
Ohio
$227K -$19.1K -362 -8%
BG
330
Benedetti & Gucer
Georgia
$227K +$13.7K +4,222 +6%
AIC
331
Ameritas Investment Company
Nebraska
$226K -$13.8M -106,243 -98%
BHWM
332
Bay Harbor Wealth Management
Maryland
$223K -$151K -2,859 -40%
Northern Trust
333
Northern Trust
Illinois
$221K +$221K +4,175 New
HIP
334
HUB Investment Partners
Texas
$220K -$3.12K -59 -1%
BPA
335
Beacon Pointe Advisors
California
$220K – – –
GW
336
GW & Wade
Massachusetts
$210K -$5.61K -106 -3%
OWM
337
Opes Wealth Management
California
$210K +$210K +3,960 New
HGWM
338
Horst & Graben Wealth Management
Oregon
$204K -$528K -9,994 -72%
LK
339
Lumbard & Kellner
New Hampshire
$202K +$202K +3,811 New
PNC Financial Services Group
340
PNC Financial Services Group
Pennsylvania
$200K – – –
FPW
341
Flagship Private Wealth
Massachusetts
$191K +$268 +5 +0.1%
FFG
342
Ford Financial Group
California
$189K +$189K +3,573 New
MPCG
343
Matrix Private Capital Group
New York
$188K – – –
PGWM
344
Parisi Gray Wealth Management
New Jersey
$181K +$181K +3,416 New
BlackRock
345
BlackRock
New York
$180K -$8.79K -166 -5%
AA
346
Ancora Advisors
Ohio
$137K +$28.3K +533 +26%
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$118K – – –
IA
348
IFP Advisors
Florida
$102K -$62K -1,190 -38%
MFT
349
Moisand Fitzgerald Tamayo
Florida
$94K -$4.49K -85 -5%
TWM
350
Tradition Wealth Management
Minnesota
$79K – – –
12 13
14
15 16