SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

397 hedge funds and large institutions have $2.89B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 152 increasing their positions, 148 reducing their positions, and 23 closing their positions.

Holders
397
Holders Change
+7
Holders Change %
+1.79%
% of All Funds
6.97%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.79%
New
38
Increased
152
Reduced
148
Closed
23
Calls
$8.95M
Puts
$40.4M
Net Calls
-$31.4M
Net Calls Change
-$35.5M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$174M
2
LPL Financial
2
LPL Financial
California
$300M
3
PFA
3
Professional Financial Advisors
Nebraska
$46.1M
4
BHB
4
Bank Hapoalim BM
Israel
$10.6M
5
PAG
5
Private Advisor Group
New Jersey
$78.2M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$13.4M
2
ARC
2
Advisor Resource Council
Texas
$315K
3
AAS
3
Annex Advisory Services
Wisconsin
$110M
4
BCM
4
Brookstone Capital Management
Illinois
$41.2M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$43M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
351
Cutler Group
California
$127K -$3.14M -59,625 -96%
IA
352
IFP Advisors
Florida
$112K +$1.36K +24 +1%
TWM
353
Tradition Wealth Management
Minnesota
$77K -$2.4K -45 -3%
MFT
354
Moisand Fitzgerald Tamayo
Florida
$75K -$19.1K -362 -20%
Fifth Third Bancorp
355
Fifth Third Bancorp
Ohio
$63K -$54.6K -1,039 -46%
CFD
356
Creative Financial Designs
Indiana
$63K +$5.22K +99 +9%
AWA
357
Arkadios Wealth Advisors
Georgia
$63K +$15.5K +293 +33%
TLFA
358
True Link Financial Advisors
California
$58K -$843 -16 -1%
FFA
359
Freedman Financial Associates
Massachusetts
$55K +$55K +1,029 New
CIAS
360
Capital Investment Advisory Services
North Carolina
$51K – – –
RE
361
RBC Europe
United Kingdom
$47.7K – – –
CPFP
362
Clear Perspectives Financial Planning
Ohio
$45K – – –
LWM
363
Liberty Wealth Management
California
$40K +$105 +2 +0.3%
MIM
364
Macroview Investment Management
Maryland
$35K +$106 +2 +0.3%
KIG
365
Kowal Investment Group
Wisconsin
$31K +$31K +590 New
SWM
366
Selective Wealth Management
Virginia
$28K +$28K +522 New
SWA
367
Sutton Wealth Advisors
Florida
$25.4K – – –
EWM
368
EPG Wealth Management
Georgia
$23K +$23K +443 New
TWP
369
TFO Wealth Partners
Ohio
$22K -$966 -18 -4%
WT
370
Washington Trust
Rhode Island
$22K – – –
SCA
371
Stuart Chaussee & Associates
California
$22K +$647 +12 +3%
Qube Research & Technologies (QRT)
372
Qube Research & Technologies (QRT)
United Kingdom
$21K -$15.8K -301 -43%
CCM
373
Covington Capital Management
California
$20K +$20K +372 New
MAM
374
Meeder Asset Management
Ohio
$17K +$17K +313 New
WWM
375
Wolff Wiese Magana
California
$16K +$16K +297 New
13 14
15
16 17