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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.

New
Increased
Maintained
Reduced
Closed
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 %
NL
326
Navalign LLC
California
$251K -$49.7K -939 -17%
PNC Financial Services Group
327
PNC Financial Services Group
Pennsylvania
$250K +$49.9K +943 +25%
PG
328
Patten Group
Tennessee
$250K +$250K +4,709 New
OWA
329
One Wealth Advisors
California
$249K – – –
AIC
330
Ameritas Investment Company
Nebraska
$249K +$157K +2,957 +170%
BFA
331
Beaumont Financial Advisors
Massachusetts
$249K +$249K +4,697 New
HighTower Advisors
332
HighTower Advisors
Illinois
$247K -$746 -14 -0.3%
OGF
333
Orin Green Financial
California
$247K – – –
CB
334
Commerce Bank
Missouri
$245K – – –
CPWA
335
Cerro Pacific Wealth Advisors
California
$237K – – –
RM
336
Resource Management
Louisiana
$236K – – –
RWA
337
Redhawk Wealth Advisors
Minnesota
$231K – – –
HGWM
338
Horst & Graben Wealth Management
Oregon
$230K +$25.2K +474 +12%
BFA
339
Beacon Financial Advisory
Ohio
$228K +$371 +7 +0.2%
HIP
340
HUB Investment Partners
Texas
$221K +$212 +4 +0.1%
BPA
341
Beacon Pointe Advisors
California
$220K – – –
GW
342
GW & Wade
Massachusetts
$210K – – –
HWMA
343
Heritage Wealth Management (Arizona)
Arizona
$207K -$45.4K -856 -18%
SFPM
344
Sensible Financial Planning & Management
Massachusetts
$201K +$201K +3,797 New
OWM
345
Opes Wealth Management
California
$200K -$9.36K -177 -4%
FWP
346
Falcon Wealth Planning
California
$200K +$200K +3,782 New
BHWM
347
Bay Harbor Wealth Management
Maryland
$193K -$30.8K -579 -14%
MPCG
348
Matrix Private Capital Group
New York
$188K – – –
AA
349
Ancora Advisors
Ohio
$137K -$213 -4 -0.2%
SAM
350
Strategic Asset Management
Minnesota
$134K +$134K +2,468 New
12 13
14
15 16