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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

390 hedge funds and large institutions have $3.14B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 153 increasing their positions, 146 reducing their positions, and 11 closing their positions.

Holders
390
Holders Change
+21
Holders Change %
+5.69%
% of All Funds
6.81%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.73%
New
37
Increased
153
Reduced
146
Closed
11
Calls
$15.8M
Puts
$11.7M
Net Calls
+$4.11M
Net Calls Change
+$1.76M

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$338M
2
BCM
2
Brookstone Capital Management
Illinois
$47.2M
3
LPL Financial
3
LPL Financial
California
$270M
4
CAN
4
Cetera Advisor Networks
California
$17.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$133M

Top Sellers

1
VFA
1
Voya Financial Advisors
Connecticut
$0
2
AIC
2
Ameritas Investment Company
Nebraska
$226K
3
Belvedere Trading
3
Belvedere Trading
Illinois
$0
4
GWM
4
Geneos Wealth Management
Colorado
$5.2M
5
AAS
5
Annex Advisory Services
Wisconsin
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
351
Anfield Capital Management
California
$62K +$62K +1,179 New
TLFA
352
True Link Financial Advisors
California
$59K -$53.2K -1,007 -47%
CFD
353
Creative Financial Designs
Indiana
$58K +$54.5K +1,031 +1,562%
EVM
354
Eaton Vance Management
Massachusetts
$53K – – –
CIAS
355
Capital Investment Advisory Services
North Carolina
$51K -$1K -19 -2%
RE
356
RBC Europe
United Kingdom
$47.7K – – –
AWA
357
Arkadios Wealth Advisors
Georgia
$47K +$157 +3 +0.3%
Northwestern Mutual Wealth Management
358
Northwestern Mutual Wealth Management
Wisconsin
$46K -$1.55K -29 -3%
CPFP
359
Clear Perspectives Financial Planning
Ohio
$45K – – –
LWM
360
Liberty Wealth Management
California
$40K +$40K +760 New
HS
361
Horan Securities
United States
$39K +$161 +3 +0.4%
Qube Research & Technologies (QRT)
362
Qube Research & Technologies (QRT)
United Kingdom
$37K +$37K +700 New
MIM
363
Macroview Investment Management
Maryland
$35K +$159 +3 +0.5%
Barclays
364
Barclays
United Kingdom
$31K +$31K +594 New
SWA
365
Sutton Wealth Advisors
Florida
$25.4K – – –
TWP
366
TFO Wealth Partners
Ohio
$23K -$376 -7 -2%
WT
367
Washington Trust
Rhode Island
$22K – – –
First Manhattan
368
First Manhattan
New York
$22K +$22K +416 New
US Bancorp
369
US Bancorp
Minnesota
$21K – – –
SCA
370
Stuart Chaussee & Associates
California
$21K – – –
GI
371
Gradient Investments
Minnesota
$17K +$4.26K +82 +33%
AWM
372
Accel Wealth Management
Iowa
$13K – – –
WFA
373
West Financial Advisors
Iowa
$12K – – –
Franklin Resources
374
Franklin Resources
California
$11K – – –
Citigroup
375
Citigroup
New York
$7K -$22.4K -400 -76%
13 14
15
16 17