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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 %
Fifth Third Bancorp
401
Fifth Third Bancorp
Ohio
$56K – – –
SWM
402
Selective Wealth Management
Virginia
$48K -$11.5K -248 -19%
RE
403
RBC Europe
United Kingdom
$42K – – –
PA
404
PSI Advisors
Florida
$41K +$47 +1 +0.1%
HS
405
Horan Securities
United States
$35K +$189 +4 +0.5%
MIM
406
Macroview Investment Management
Maryland
$31K +$139 +3 +0.4%
FBC
407
Fairfield, Bush & Co
Connecticut
$28K +$28K +600 New
MFT
408
Moisand Fitzgerald Tamayo
Florida
$26K +$19.6K +417 +307%
CWP
409
Concord Wealth Partners
Virginia
$26K +$26K +552 New
Qube Research & Technologies (QRT)
410
Qube Research & Technologies (QRT)
United Kingdom
$25K -$119K -2,599 -83%
TWP
411
TFO Wealth Partners
Ohio
$25K -$7.41K -157 -23%
CPFP
412
Clear Perspectives Financial Planning
Ohio
$24K – – –
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$24K – – –
SWA
414
Sutton Wealth Advisors
Florida
$22.3K – – –
CT
415
Cambridge Trust
Massachusetts
$22K – – –
GIA
416
GHP Investment Advisors
Colorado
$22K +$94 +2 +0.4%
Rockefeller Capital Management
417
Rockefeller Capital Management
New York
$22K +$22K +490 New
SCA
418
Stuart Chaussee & Associates
California
$19K – – –
WT
419
Washington Trust
Rhode Island
$19K – – –
PP
420
Pacifica Partners
Canada
$19K +$19K +393 New
First Manhattan
421
First Manhattan
New York
$15K -$2.24K -50 -13%
LC
422
Lindbrook Capital
California
$15K – – –
OSAM
423
O'Shaughnessy Asset Management
Connecticut
$15K +$15K +324 New
WFA
424
West Financial Advisors
Iowa
$14K – – –
PFS
425
Prospera Financial Services
Texas
$13K -$48K -1,055 -79%
15 16
17
18 19