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 %
TFA
376
Teamwork Financial Advisors
Texas
$286K +$58 +1 +0%
PG
377
Patten Group
Tennessee
$286K +$10.6K +182 +4%
FWP
378
Falcon Wealth Planning
California
$286K +$64.7K +1,106 +29%
FWM
379
Focused Wealth Management
New York
$284K +$935 +16 +0.3%
PNC Financial Services Group
380
PNC Financial Services Group
Pennsylvania
$275K -$583 -10 -0.2%
BFA
381
Beaumont Financial Advisors
Massachusetts
$275K – – –
OWA
382
One Wealth Advisors
California
$275K – – –
WBCM
383
Wilson & Boucher Capital Management
California
$275K +$275K +4,700 New
HGWM
384
Horst & Graben Wealth Management
Oregon
$272K +$18.4K +315 +7%
CB
385
Commerce Bank
Missouri
$270K – – –
Susquehanna International Group
386
Susquehanna International Group
Pennsylvania
$265K +$265K +4,542 New
RM
387
Resource Management
Louisiana
$261K – – –
GP
388
Girard Partners
Pennsylvania
$258K +$258K +4,415 New
OGF
389
Orin Green Financial
California
$256K -$2.44K -44 -0.9%
BFA
390
Beacon Financial Advisory
Ohio
$249K -$2.22K -38 -0.9%
VHAM
391
Van Hulzen Asset Management
California
$249K +$249K +4,252 New
OIM
392
Orca Investment Management
Oregon
$247K +$247K +4,229 New
RWA
393
Redhawk Wealth Advisors
Minnesota
$245K -$8.75K -150 -3%
BPA
394
Beacon Pointe Advisors
California
$243K – – –
FZCM
395
Flynn Zito Capital Management
New York
$240K +$240K +4,099 New
QC
396
Quent Capital
New York
$237K +$237K +4,048 New
GW
397
GW & Wade
Massachusetts
$232K – – –
Principal Financial Group
398
Principal Financial Group
Iowa
$224K -$118K -2,028 -35%
SFPM
399
Sensible Financial Planning & Management
Massachusetts
$223K +$1.17K +20 +0.5%
DC
400
Darrow Company
Massachusetts
$223K +$223K +3,823 New
14 15
16
17 18