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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 %
OWM
401
Opes Wealth Management
California
$218K -$3.28K -56 -1%
PWP
402
Perfromance Wealth Partners
Illinois
$215K +$215K +3,679 New
HIP
403
HUB Investment Partners
Texas
$212K -$31.8K -543 -13%
PGWM
404
Parisi Gray Wealth Management
New Jersey
$211K +$211K +3,609 New
CTA
405
Colonial Trust Advisors
South Carolina
$210K +$210K +3,600 New
FPW
406
Flagship Private Wealth
Massachusetts
$209K +$209K +3,569 New
FNBOMD
407
First National Bank of Mount Dora
Florida
$209K +$209K +3,573 New
MPCG
408
Matrix Private Capital Group
New York
$207K – – –
LK
409
Lumbard & Kellner
New Hampshire
$207K +$207K +3,613 New
LW
410
Linscomb Wealth
Texas
$203K +$203K +3,471 New
BHWM
411
Bay Harbor Wealth Management
Maryland
$183K -$17.1K -311 -9%
SAM
412
Strategic Asset Management
Minnesota
$156K +$11.6K +199 +8%
AA
413
Ancora Advisors
Ohio
$151K – – –
FAG
414
Fortitude Advisory Group
Washington
$143K +$143K +2,447 New
EVM
415
Eaton Vance Management
Massachusetts
$134K +$75.6K +1,295 +130%
IA
416
IFP Advisors
Florida
$127K +$6.79K +112 +6%
PA
417
PSI Advisors
Florida
$96K -$392K -6,741 -80%
CIAS
418
Capital Investment Advisory Services
North Carolina
$85K +$28.2K +481 +50%
TWM
419
Tradition Wealth Management
Minnesota
$83K -$1.88K -32 -2%
RPCONE
420
Retirement Planning Company of New England
Rhode Island
$82K +$82K +1,403 New
CFD
421
Creative Financial Designs
Indiana
$78K +$8.49K +146 +12%
SWM
422
Selective Wealth Management
Virginia
$75K +$44.4K +758 +145%
Fifth Third Bancorp
423
Fifth Third Bancorp
Ohio
$70K – – –
TLFA
424
True Link Financial Advisors
California
$63K -$1.77K -30 -3%
FFA
425
Freedman Financial Associates
Massachusetts
$60K – – –
15 16
17
18 19