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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
$55.8M
2
VAG
VisionPoint Advisory Group
Texas
$38.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$49.3M
4
BL
Balentine LLC
Georgia
$27.4M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$65.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$290M
2
CIAS
CFS Investment Advisory Services
New Jersey
$368K
3
Wells Fargo
Wells Fargo
California
$60.3M
4
AIM
Astor Investment Management
Illinois
$32.1M
5
Ameriprise
Ameriprise
Minnesota
$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISWM
326
Independent Solutions Wealth Management
New York
$364K -$2.79K -60 -0.8%
CG
327
Colony Group
Massachusetts
$363K +$363K +7,803 New
NP
328
NorthRock Partners
Minnesota
$361K +$43.8K +944 +14%
LAS
329
Lloyd Advisory Services
Georgia
$347K -$126K -2,709 -27%
WS
330
Wedbush Securities
California
$345K -$65.2K -1,404 -16%
CA
331
Cetera Advisors
Colorado
$341K -$127K -2,730 -27%
IWN
332
Independent Wealth Network
Iowa
$338K +$1.35K +29 +0.4%
BP
333
BCK Partners
New York
$333K +$19.3K +414 +6%
CA
334
Crumly & Associates
Illinois
$328K – – –
RFA
335
Resurgent Financial Advisors
Georgia
$326K +$326K +7,014 New
KLI
336
Kelman-Lazarov Inc
Tennessee
$322K – – –
MCWS
337
McKinley Carter Wealth Services
West Virginia
$321K – – –
PI
338
PFS Investments
Georgia
$317K +$317K +6,819 New
TSS
339
Two Sigma Securities
New York
$316K +$111K +2,391 +54%
AWA
340
Arkadios Wealth Advisors
Georgia
$315K +$186 +4 +0.1%
IA
341
IFP Advisors
Florida
$313K – – –
GIA
342
Gladstone Institutional Advisory
Florida
$308K +$75.8K +1,631 +33%
FCMA
343
Foresight Capital Management Advisors
Michigan
$295K -$6.52K -140 -2%
SP
344
Successful Portfolios
Florida
$291K +$12.3K +265 +4%
BFP
345
Brewster Financial Planning
New York
$290K -$27.3K -588 -9%
RPGK
346
Retirement Planning Group (Kansas)
Kansas
$285K +$14K +302 +5%
PWM
347
Perigon Wealth Management
California
$283K – – –
FC
348
Fusion Capital
South Carolina
$280K +$4.69K +101 +2%
TFS
349
TrustCore Financial Services
Tennessee
$279K – – –
AAS
350
Ameritas Advisory Services
Nebraska
$279K +$11.1K +238 +4%
12 13
14
15 16