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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.

New
Increased
Maintained
Reduced
Closed
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 %
SPIA
376
Steward Partners Investment Advisory
New York
$6K -$7.54K -132 -56%
TCOV
377
Trust Company of Vermont
Vermont
$6K – – –
FRA
378
Front Row Advisors
California
$6K – – –
GTAM
379
Global Trust Asset Management
Florida
$6K +$57 +1 +1%
JMF
380
Johnson Midwest Financial
Iowa
$5K +$5K +87 New
OCM
381
Orion Capital Management
California
$4K – – –
GEA
382
Glen Eagle Advisors
New Jersey
$3.55K +$795 +15 +29%
SIS
383
Sound Income Strategies
Florida
$3K -$85.5K -1,453 -97%
TWA
384
TCI Wealth Advisors
Arizona
$3K – – –
FCM
385
Firestone Capital Management
Florida
$2K – – –
SCA
386
Stonebridge Capital Advisors
Minnesota
$2K +$556 +10 +38%
PWS
387
Paragon Wealth Strategies
Florida
$2K +$2K +40 New
WIM
388
Westside Investment Management
California
$1.41K +$247 +4,670 +21%
HFA
389
Hoover Financial Advisors
Pennsylvania
$1K – – –
BBHC
390
Brown Brothers Harriman & Co
New York
$894 – – –
VFA
391
Voya Financial Advisors
Connecticut
– -$15.3M -312,670 Closed
Belvedere Trading
392
Belvedere Trading
Illinois
– -$12.1M -245,214 Closed
Simplex Trading
393
Simplex Trading
Illinois
– -$1.16M -23,663 Closed
Citadel Advisors
394
Citadel Advisors
Florida
– -$225K -4,580 Closed
Loomis, Sayles & Company
395
Loomis, Sayles & Company
Massachusetts
– -$136K -2,760 Closed
VFA
396
Valeo Financial Advisors
Indiana
– -$121K -2,465 Closed
CFGS
397
Concourse Financial Group Securities
Alabama
– -$69K -1,400 Closed
JPMorgan Chase & Co
398
JPMorgan Chase & Co
New York
– -$15K -308 Closed
BC
399
Barnett & Company
Tennessee
– -$9K -175 Closed
DAC
400
Dividend Assets Capital
South Carolina
– -$5K -111 Closed
13 14 15
16
17