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 %
CAPTRUST Financial Advisors
326
CAPTRUST Financial Advisors
North Carolina
$415K -$4.68M -84,355 -92%
WCA
327
Westover Capital Advisors
Delaware
$410K -$79.8K -1,436 -16%
IWN
328
Independent Wealth Network
Iowa
$403K -$62.5K -1,124 -13%
HWM
329
Howard Wealth Management
Connecticut
$401K +$1.5K +27 +0.4%
MG
330
Mather Group
Illinois
$400K +$400K +7,190 New
CA
331
Crumly & Associates
Illinois
$392K – – –
KLI
332
Kelman-Lazarov Inc
Tennessee
$385K -$4.78K -86 -1%
MCWS
333
McKinley Carter Wealth Services
West Virginia
$384K -$65K -1,169 -14%
HFS
334
Hantz Financial Services
Michigan
$382K +$380K +6,833 +16,666%
NP
335
NorthRock Partners
Minnesota
$380K -$67.1K -1,207 -15%
BFP
336
Brewster Financial Planning
New York
$380K – – –
AWA
337
Arkadios Wealth Advisors
Georgia
$376K -$14.9K -268 -4%
BP
338
BCK Partners
New York
$375K +$31.7K +570 +9%
ACM
339
Armbruster Capital Management
New York
$370K +$55K +989 +17%
BSW
340
Buckingham Strategic Wealth
Missouri
$364K -$2.67K -48 -0.7%
BCFS
341
Butensky & Cohen Financial Security
Florida
$363K -$7.73K -139 -2%
FCMA
342
Foresight Capital Management Advisors
Michigan
$360K -$851K -15,317 -70%
MWC
343
MBM Wealth Consultants
Missouri
$351K -$3.14M -56,534 -90%
TI
344
Trexquant Investment
Connecticut
$345K +$345K +6,205 New
RCS
345
Retirement Capital Strategies
California
$339K +$339K +6,293 New
PWM
346
Perigon Wealth Management
California
$338K +$3.17K +57 +0.9%
SP
347
Successful Portfolios
Florida
$333K -$28.1K -505 -8%
TFS
348
TrustCore Financial Services
Tennessee
$333K – – –
FC
349
Fusion Capital
South Carolina
$330K -$1.95K -35 -0.6%
CIA
350
Capital Investment Advisors
Georgia
$328K – – –
12 13
14
15 16