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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

446 hedge funds and large institutions have $2.93B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 185 increasing their positions, 157 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
-10
Holders Change %
-2.19%
% of All Funds
7.71%
Holding in Top 10
57
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.55%
% of All Funds
0.99%
New
34
Increased
185
Reduced
157
Closed
37
Calls
$3.09M
Puts
$222K
Net Calls
+$2.86M
Net Calls Change
-$1.15M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$84.9M
2
PAG
Private Advisor Group
New Jersey
$99.9M
3
Ameriprise
Ameriprise
Minnesota
$48.1M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
$84.5M
5
W
Wealthquest
Ohio
$11.9M

Top Sellers

1
BFG
Barber Financial Group
Kansas
$36M
2
ARC
Advisor Resource Council
Texas
$0
3
CW
CreativeOne Wealth
Kansas
$778K
4
IHWM
Iron Horse Wealth Management
Iowa
$101K
5
SCA
Snowden Capital Advisors
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
401
Moisand Fitzgerald Tamayo
Florida
$24K -$854 -19 -3%
CPFP
402
Clear Perspectives Financial Planning
Ohio
$23K – – –
SWA
403
Sutton Wealth Advisors
Florida
$21.2K – – –
CT
404
Cambridge Trust
Massachusetts
$21K – – –
GIA
405
GHP Investment Advisors
Colorado
$21K +$90 +2 +0.4%
EWM
406
EPG Wealth Management
Georgia
$20K +$20K +443 New
WT
407
Washington Trust
Rhode Island
$18K – – –
SCA
408
Stuart Chaussee & Associates
California
$18K – – –
PP
409
Pacifica Partners
Canada
$18K – – –
TFA
410
Toth Financial Advisory
Virginia
$17K +$17K +376 New
NSIM
411
North Star Investment Management
Illinois
$17K +$17K +389 New
CFD
412
Creative Financial Designs
Indiana
$15K -$49.9K -1,122 -77%
TWP
413
TFO Wealth Partners
Ohio
$15K -$8.25K -188 -35%
OSAM
414
O'Shaughnessy Asset Management
Connecticut
$14K – – –
LC
415
Lindbrook Capital
California
$14K – – –
WFA
416
West Financial Advisors
Iowa
$14K – – –
TRCT
417
Tower Research Capital (TRC)
New York
$13K +$4.26K +93 +49%
TWC
418
TD Waterhouse Canada
Ontario, Canada
$12.3K – – –
CIAS
419
Capital Investment Advisory Services
North Carolina
$12K -$63.1K -1,441 -84%
First Manhattan
420
First Manhattan
New York
$12K -$1.81K -44 -13%
AWM
421
Accel Wealth Management
Iowa
$12K – – –
BC
422
Bartlett & Co
Ohio
$12K – – –
BCWM
423
Bartlett & Co Wealth Management
Ohio
$11.6K – – –
AWM
424
Abound Wealth Management
Tennessee
$11.5K +$11.5K +260 New
ZIG
425
Zullo Investment Group
Pennsylvania
$11K – – –
15 16
17
18 19