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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

464 hedge funds and large institutions have $3.59B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 171 reducing their positions, and 35 closing their positions.

Holders
464
Holders Change
-3
Holders Change %
-0.64%
% of All Funds
7.34%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
0.92%
New
39
Increased
184
Reduced
171
Closed
35
Calls
$11.2M
Puts
$35.2M
Net Calls
-$24M
Net Calls Change
-$3.04M

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$95M
2
LPL Financial
2
LPL Financial
California
$411M
3
Ameriprise
3
Ameriprise
Minnesota
$48.7M
4
BFG
4
Barber Financial Group
Kansas
$82.9M
5
SWP
5
Stratos Wealth Partners
Ohio
$30M

Top Sellers

1
CI
1
Cigna Investments
Connecticut
$0
2
FQ
2
First Quadrant
California
$0
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$12.1M
4
ARC
4
Advisor Resource Council
Texas
$0
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$7.55M
Name Market Value Shares Shares
Change 		Shares
Change %
HGWM
376
Horst & Graben Wealth Management
Oregon
$273K 4,904 +257 +6%
CPW
377
Catalyst Private Wealth
California
$272K 4,892 – –
FWM
378
Focused Wealth Management
New York
$272K 4,894 +34 +0.7%
PWMG
379
Prestige Wealth Management Group
New Jersey
$265K 4,764 -408 -8%
JPG
380
Jordan Park Group
California
$263K 4,733 -654 -12%
WBCM
381
Wilson & Boucher Capital Management
California
$261K 4,700 – –
OWA
382
One Wealth Advisors
California
$261K 4,702 – –
BFA
383
Beaumont Financial Advisors
Massachusetts
$261K 4,697 – –
OGF
384
Orin Green Financial
California
$257K 4,622 – –
CB
385
Commerce Bank
Missouri
$257K 4,620 – –
TSS
386
Two Sigma Securities
New York
$245K 4,400 +4,400 New
EVM
387
Eaton Vance Management
Massachusetts
$243K 4,369 +2,074 +90%
LK
388
Lumbard & Kellner
New Hampshire
$238K 4,286 +673 +19%
BFA
389
Beacon Financial Advisory
Ohio
$237K 4,268 +6 +0.1%
VHAM
390
Van Hulzen Asset Management
California
$236K 4,252 – –
APC
391
Aspire Private Capital
North Carolina
$235K 4,232 -812 -16%
PWM
392
Paulson Wealth Management
Illinois
$230K 4,138 +4,138 New
FZCM
393
Flynn Zito Capital Management
New York
$229K 4,116 +17 +0.4%
SIM
394
Sadoff Investment Management
Wisconsin
$222K 4,003 -2,595 -39%
GW
395
GW & Wade
Massachusetts
$221K 3,970 – –
DC
396
Darrow Company
Massachusetts
$220K 3,967 +144 +4%
PFP
397
Paragon Financial Partners
California
$219K 3,947 -1,093 -22%
SPC
398
Sigma Planning Corp
Michigan
$208K 3,745 +3,745 New
OWM
399
Opes Wealth Management
California
$206K 3,712 -15 -0.4%
FPCP
400
Fort Point Capital Partners
California
$204K 3,679 -3,149 -46%
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16
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