SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

467 hedge funds and large institutions have $3.65B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 186 increasing their positions, 129 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+70
Holders Change %
+17.63%
% of All Funds
7.21%
Holding in Top 10
61
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+35.56%
% of All Funds
0.94%
New
95
Increased
186
Reduced
129
Closed
18
Calls
$868K
Puts
$21.9M
Net Calls
-$21M
Net Calls Change
+$10.4M

Top Buyers

1
CI
1
Cigna Investments
Connecticut
$63.9M
2
LPL Financial
2
LPL Financial
California
$382M
3
ARC
3
Advisor Resource Council
Texas
$19.9M
4
SF
4
Symphony Financial
Texas
$12.9M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$13.8M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$2.39M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$161M
3
BCM
3
Brookstone Capital Management
Illinois
$35.4M
4
K
4
Kemper
Illinois
$9.04M
5
AAS
5
Annex Advisory Services
Wisconsin
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
351
Perigon Wealth Management
California
$352K – – –
TFS
352
TrustCore Financial Services
Tennessee
$351K – – –
FC
353
Fusion Capital
South Carolina
$349K +$8.07K +138 +2%
AIA
354
Acute Investment Advisory
Arizona
$346K +$346K +5,915 New
CIA
355
Capital Investment Advisors
Georgia
$345K -$6.43K -110 -2%
ACM
356
Armbruster Capital Management
New York
$331K +$11.3K +194 +4%
CHAM
357
Clear Harbor Asset Management
Connecticut
$322K – – –
AAS
358
Ameritas Advisory Services
Nebraska
$319K +$319K +5,453 New
JPG
359
Jordan Park Group
California
$315K -$35.9K -614 -10%
MSCM
360
McElhenny Sheffield Capital Management
Texas
$312K +$312K +5,339 New
WI
361
WrapManager Inc
California
$309K +$309K +5,290 New
CCT
362
Country Club Trust
Missouri
$308K – – –
PWMG
363
Prestige Wealth Management Group
New Jersey
$302K -$4.09K -70 -1%
GCA
364
Gradient Capital Advisors
California
$302K +$5.25K +90 +2%
S
365
SignatureFD
Georgia
$301K – – –
CAAS
366
Capital Asset Advisory Services
Michigan
$298K -$36.9K -630 -11%
Kayne Anderson Rudnick Investment Management
367
Kayne Anderson Rudnick Investment Management
California
$298K – – –
CPWA
368
Cerro Pacific Wealth Advisors
California
$298K +$37.2K +636 +14%
GWANC
369
Guardian Wealth Advisors (North Carolina)
North Carolina
$298K +$298K +5,103 New
HWM
370
HB Wealth Management
Georgia
$296K +$296K +5,056 New
APC
371
Aspire Private Capital
North Carolina
$295K -$20.2K -345 -6%
PFP
372
Paragon Financial Partners
California
$295K +$295K +5,040 New
FNBOO
373
First National Bank of Omaha
Nebraska
$295K +$295K +5,051 New
BAM
374
Baldrige Asset Management
Pennsylvania
$290K – – –
CPW
375
Catalyst Private Wealth
California
$286K – – –
13 14
15
16 17