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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

456 hedge funds and large institutions have $3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 175 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-8
Holders Change %
-1.72%
% of All Funds
7.71%
Holding in Top 10
53
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.62%
% of All Funds
0.9%
New
40
Increased
175
Reduced
170
Closed
42
Calls
$4.02M
Puts
–
Net Calls
+$4.02M
Net Calls Change
+$28.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$55.8M
2
VAG
VisionPoint Advisory Group
Texas
$38.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$49.3M
4
BL
Balentine LLC
Georgia
$27.4M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$65.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$290M
2
CIAS
CFS Investment Advisory Services
New Jersey
$368K
3
Wells Fargo
Wells Fargo
California
$60.3M
4
AIM
Astor Investment Management
Illinois
$32.1M
5
Ameriprise
Ameriprise
Minnesota
$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIP
376
HUB Investment Partners
Texas
$226K +$58K +1,249 +34%
WBCM
377
Wilson & Boucher Capital Management
California
$223K +$4.65K +100 +2%
PWMG
378
Prestige Wealth Management Group
New Jersey
$221K – – –
PWM
379
Paulson Wealth Management
Illinois
$220K +$27.9K +600 +14%
BFA
380
Beaumont Financial Advisors
Massachusetts
$218K – – –
OWA
381
One Wealth Advisors
California
$217K -$1.77K -38 -0.8%
CB
382
Commerce Bank
Missouri
$215K – – –
TF
383
TIAA FSB
Florida
$215K +$215K +4,633 New
IGWM
384
ICA Group Wealth Management
Colorado
$210K +$210K +4,033 New
Two Sigma Investments
385
Two Sigma Investments
New York
$205K +$205K +4,400 New
EVM
386
Eaton Vance Management
Massachusetts
$203K -$466 -10 -0.2%
BCMLT
387
Beacon Capital Management LLC (Tennessee)
Tennessee
$203K – – –
DC
388
Darrow Company
Massachusetts
$194K +$10.1K +217 +5%
MPCG
389
Matrix Private Capital Group
New York
$165K – – –
APC
390
Aspire Private Capital
North Carolina
$148K -$49.1K -1,054 -25%
HWMA
391
Heritage Wealth Management (Arizona)
Arizona
$114K -$2.7K -58 -2%
AA
392
Ancora Advisors
Ohio
$105K – – –
BHWM
393
Bay Harbor Wealth Management
Maryland
$93K -$65.3K -1,409 -41%
AW
394
ACG Wealth
Georgia
$86K +$86K +1,852 New
CIAS
395
Capital Investment Advisory Services
North Carolina
$80K +$8.4K +180 +12%
M&T Bank
396
M&T Bank
New York
$72K +$72K +49,823 New
CFD
397
Creative Financial Designs
Indiana
$68K +$2.52K +54 +4%
SWM
398
SeaCrest Wealth Management
New York
$67K +$67K +1,451 New
PNC Financial Services Group
399
PNC Financial Services Group
Pennsylvania
$61K +$1.53K +33 +3%
APW
400
Axim Planning & Wealth
Ohio
$61K +$61K +1,314 New
14 15
16
17 18