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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.

New
Increased
Maintained
Reduced
Closed
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 %
BC
376
Bartlett & Co
Ohio
$14K +$14K +262 New
BCWM
377
Bartlett & Co Wealth Management
Ohio
$13.9K +$13.9K +262 New
First Manhattan
378
First Manhattan
New York
$13K -$8.72K -167 -40%
AWM
379
Accel Wealth Management
Iowa
$13K – – –
US Bancorp
380
US Bancorp
Minnesota
$12K -$8.3K -166 -41%
WFA
381
West Financial Advisors
Iowa
$12K – – –
Franklin Resources
382
Franklin Resources
California
$11K – – –
SMA
383
Sage Mountain Advisors
Georgia
$9K +$9K +164 New
GTAM
384
Global Trust Asset Management
Florida
$6K – – –
FRA
385
Front Row Advisors
California
$6K – – –
SPIA
386
Steward Partners Investment Advisory
New York
$6K – – –
GEA
387
Glen Eagle Advisors
New Jersey
$4.5K +$954 +18 +27%
OCM
388
Orion Capital Management
California
$4K – – –
TWA
389
TCI Wealth Advisors
Arizona
$3K – – –
SIS
390
Sound Income Strategies
Florida
$3K – – –
FCM
391
Firestone Capital Management
Florida
$2K – – –
WIM
392
Westside Investment Management
California
$1.41K -$8 -143 -0.5%
BBHC
393
Brown Brothers Harriman & Co
New York
$894 – – –
Susquehanna International Group
394
Susquehanna International Group
Pennsylvania
– -$1.67M -31,497 Closed
GI
395
Glovista Investments
New Jersey
– -$1.31M -24,660 Closed
CBT
396
Capital Bank & Trust
California
– -$1.08M -20,395 Closed
LFAS
397
Level Four Advisory Services
Texas
– -$680K -12,831 Closed
LWAC
398
Laurel Wealth Advisors (California)
California
– -$652K -12,306 Closed
CRI
399
Colonial River Investments
Virginia
– -$422K -7,961 Closed
AIG
400
American International Group
New York
– -$385K -7,260 Closed
13 14 15
16
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