SPTM icon

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 %
PWP
401
Perfromance Wealth Partners
Illinois
$204K 3,679 – –
BCMLT
402
Beacon Capital Management LLC (Tennessee)
Tennessee
$203K 3,663 +3,663 New
SFPM
403
Sensible Financial Planning & Management
Massachusetts
$202K 3,637 -180 -5%
PGWM
404
Parisi Gray Wealth Management
New Jersey
$202K 3,641 +32 +0.9%
HIP
405
HUB Investment Partners
Texas
$201K 3,622 +2 +0.1%
CTA
406
Colonial Trust Advisors
South Carolina
$200K 3,600 – –
MPCG
407
Matrix Private Capital Group
New York
$197K 3,547 – –
BHWM
408
Bay Harbor Wealth Management
Maryland
$190K 3,415 +92 +3%
Qube Research & Technologies (QRT)
409
Qube Research & Technologies (QRT)
United Kingdom
$175K 3,144 +2,615 +494%
HWMA
410
Heritage Wealth Management (Arizona)
Arizona
$140K 2,512 +2,512 New
FAG
411
Fortitude Advisory Group
Washington
$136K 2,447 – –
WA
412
Win Advisors
Florida
$131K 2,350 -205,644 -99%
AA
413
Ancora Advisors
Ohio
$126K 2,261 -316 -12%
CIAS
414
Capital Investment Advisory Services
North Carolina
$85K 1,535 +87 +6%
CFD
415
Creative Financial Designs
Indiana
$78K 1,405 +63 +5%
PFS
416
Prospera Financial Services
Texas
$75K 1,341 +1,341 New
PNC Financial Services Group
417
PNC Financial Services Group
Pennsylvania
$71K 1,284 -3,434 -73%
SWM
418
Selective Wealth Management
Virginia
$71K 1,280 – –
FFA
419
Freedman Financial Associates
Massachusetts
$71K 1,262 +233 +23%
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$67K 1,198 – –
JPMorgan Chase & Co
421
JPMorgan Chase & Co
New York
$58K 1,040 +1,040 New
MAM
422
Meeder Asset Management
Ohio
$51K 921 +921 New
RE
423
RBC Europe
United Kingdom
$50K 900 – –
PA
424
PSI Advisors
Florida
$49K 873 -777 -47%
EWM
425
EPG Wealth Management
Georgia
$49K 885 +442 +100%
15 16
17
18 19