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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 %
RE
426
RBC Europe
United Kingdom
$53K – – –
TRCT
427
Tower Research Capital (TRC)
New York
$50K -$483K -8,247 -91%
MWM
428
Mascoma Wealth Management
New Hampshire
$47K +$47K +803 New
CPFP
429
Clear Perspectives Financial Planning
Ohio
$43K -$6.01K -104 -12%
HS
430
Horan Securities
United States
$43K +$43K +733 New
MFT
431
Moisand Fitzgerald Tamayo
Florida
$40K -$43K -735 -52%
MIM
432
Macroview Investment Management
Maryland
$39K +$117 +2 +0.3%
Qube Research & Technologies (QRT)
433
Qube Research & Technologies (QRT)
United Kingdom
$31K +$7.62K +130 +33%
MPWT
434
MassMutual Private Wealth & Trust
Connecticut
$31K +$31K +526 New
SWA
435
Sutton Wealth Advisors
Florida
$28.1K – – –
CT
436
Cambridge Trust
Massachusetts
$28K +$28K +480 New
EWM
437
EPG Wealth Management
Georgia
$26K – – –
WT
438
Washington Trust
Rhode Island
$24K – – –
SCA
439
Stuart Chaussee & Associates
California
$24K +$518 +9 +2%
TWP
440
TFO Wealth Partners
Ohio
$23K -$227 -4 -1%
LC
441
Lindbrook Capital
California
$19K +$19K +325 New
WWM
442
Wolff Wiese Magana
California
$17K – – –
GI
443
Gradient Investments
Minnesota
$17K +$17K +293 New
AWM
444
Accel Wealth Management
Iowa
$15K – – –
ZIG
445
Zullo Investment Group
Pennsylvania
$15K +$15K +258 New
SIC
446
SJS Investment Consulting
Ohio
$15K +$15K +264 New
WFA
447
West Financial Advisors
Iowa
$13K – – –
CCM
448
Covington Capital Management
California
$12K -$10.3K -172 -46%
Franklin Resources
449
Franklin Resources
California
$12K – – –
SMA
450
Sage Mountain Advisors
Georgia
$10K – – –
16 17
18
19 20