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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 %
ISWM
326
Independent Solutions Wealth Management
New York
$466K -$7.6K -130 -2%
BFG
327
Beacon Financial Group
Texas
$451K – – –
MCM
328
Murphy Capital Management
New Jersey
$449K +$8.76K +150 +2%
CIAS
329
CFS Investment Advisory Services
New Jersey
$437K +$14.1K +255 +3%
BJL
330
Brighton Jones LLC
Washington
$436K +$82.7K +1,415 +23%
BC
331
Brio Consultants
California
$434K -$50.2K -858 -10%
HWM
332
Howard Wealth Management
Connecticut
$420K +$6.71K +115 +2%
AWA
333
Arkadios Wealth Advisors
Georgia
$411K +$341K +5,843 +491%
HR
334
Hayden Royal
North Carolina
$410K – – –
KLI
335
Kelman-Lazarov Inc
Tennessee
$410K – – –
WS
336
Wedbush Securities
California
$400K -$35.1K -601 -8%
BFP
337
Brewster Financial Planning
New York
$400K +$400K +6,838 New
FPCP
338
Fort Point Capital Partners
California
$399K +$399K +6,828 New
JFA
339
JNBA Financial Advisors
Minnesota
$397K – – –
BCFS
340
Butensky & Cohen Financial Security
Florida
$390K +$21.9K +374 +6%
CA
341
Crumly & Associates
Illinois
$387K – – –
SIM
342
Sadoff Investment Management
Wisconsin
$386K +$35K +598 +10%
BSW
343
Buckingham Strategic Wealth
Missouri
$385K -$596K -10,206 -61%
SP
344
Successful Portfolios
Florida
$379K +$23.4K +400 +7%
VIM
345
Vista Investment Management
Pennsylvania
$378K -$45.4K -778 -11%
GCP
346
GSA Capital Partners
United Kingdom
$378K – – –
AWM
347
Accurate Wealth Management
Florida
$376K – – –
PP
348
PrairieView Partners
Minnesota
$375K +$58 +1 +0%
BP
349
BCK Partners
New York
$361K -$22.6K -386 -6%
RPGK
350
Retirement Planning Group (Kansas)
Kansas
$357K +$759 +13 +0.2%
12 13
14
15 16