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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

446 hedge funds and large institutions have $2.93B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 185 increasing their positions, 157 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
-10
Holders Change %
-2.19%
% of All Funds
7.71%
Holding in Top 10
57
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.55%
% of All Funds
0.99%
New
34
Increased
185
Reduced
157
Closed
37
Calls
$3.09M
Puts
$222K
Net Calls
+$2.86M
Net Calls Change
-$1.15M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$84.9M
2
PAG
Private Advisor Group
New Jersey
$99.9M
3
Ameriprise
Ameriprise
Minnesota
$48.1M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
$84.5M
5
W
Wealthquest
Ohio
$11.9M

Top Sellers

1
BFG
Barber Financial Group
Kansas
$36M
2
ARC
Advisor Resource Council
Texas
$0
3
CW
CreativeOne Wealth
Kansas
$778K
4
IHWM
Iron Horse Wealth Management
Iowa
$101K
5
SCA
Snowden Capital Advisors
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
326
Howard Wealth Management
Connecticut
$326K +$326K +7,408 New
BP
327
BCK Partners
New York
$324K +$7.99K +181 +3%
IWN
328
Independent Wealth Network
Iowa
$323K +$1.33K +30 +0.4%
WWM
329
WJ Wealth Management
Arizona
$323K +$323K +7,332 New
CA
330
Cetera Advisors
Colorado
$322K -$2.52K -57 -0.8%
CA
331
Crumly & Associates
Illinois
$311K – – –
RFA
332
Resurgent Financial Advisors
Georgia
$309K – – –
SP
333
Successful Portfolios
Florida
$309K +$33.1K +750 +12%
KLI
334
Kelman-Lazarov Inc
Tennessee
$305K – – –
BJL
335
Brighton Jones LLC
Washington
$291K -$60K -1,359 -17%
TFS
336
TrustCore Financial Services
Tennessee
$282K +$17.6K +400 +7%
GWS
337
Glassman Wealth Services
Virginia
$278K +$48.6K +1,103 +21%
ACM
338
Armbruster Capital Management
New York
$277K +$22.4K +506 +9%
BFP
339
Brewster Financial Planning
New York
$276K – – –
CIA
340
Capital Investment Advisors
Georgia
$273K +$12.6K +285 +5%
CAAS
341
Capital Asset Advisory Services
Michigan
$271K +$42.6K +965 +19%
T
342
TRUADVICE
Florida
$269K +$269K +5,653 New
PWM
343
Perigon Wealth Management
California
$268K – – –
AAS
344
Ameritas Advisory Services
Nebraska
$268K +$3.23K +73 +1%
FC
345
Fusion Capital
South Carolina
$267K +$750 +17 +0.3%
MCWS
346
McKinley Carter Wealth Services
West Virginia
$264K -$40.5K -920 -13%
Mariner
347
Mariner
Kansas
$263K +$263K +5,961 New
MWC
348
MBM Wealth Consultants
Missouri
$258K -$10.3K -228 -4%
IGWM
349
ICA Group Wealth Management
Colorado
$258K +$79.8K +1,806 +45%
VIM
350
Vista Investment Management
Pennsylvania
$256K +$7.88K +179 +3%
12 13
14
15 16