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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 %
M1FG
426
Mach-1 Financial Group
Arkansas
$10K – – –
Franklin Resources
427
Franklin Resources
California
$9K – – –
SIC
428
Salem Investment Counselors
North Carolina
$9K +$9K +200 New
RIA
429
Realta Investment Advisors
Delaware
$9K +$9K +204 New
WA
430
Win Advisors
Florida
$7K – – –
FRA
431
Front Row Advisors
California
$5K – – –
TCOV
432
Trust Company of Vermont
Vermont
$5K – – –
CFFP
433
Center for Financial Planning
Michigan
$5K +$5K +114 New
PWM
434
Provident Wealth Management
Tennessee
$3K – – –
TWA
435
TCI Wealth Advisors
Arizona
$3K – – –
HFS
436
Hantz Financial Services
Michigan
$3K – – –
SPIA
437
Steward Partners Investment Advisory
New York
$3K – – –
OCM
438
Orion Capital Management
California
$3K – – –
KFS
439
Kelly Financial Services
Massachusetts
$2.95K – – –
SIS
440
Sound Income Strategies
Florida
$2K – – –
HCP
441
Hexagon Capital Partners
Arkansas
$2K – – –
FHC
442
First Heartland Consultants
Missouri
$1.57K +$14 +314 +0.9%
WIM
443
Westside Investment Management
California
$1.24K +$7 +152 +0.5%
MOS
444
MGO One Seven
Ohio
$676 +$1 +32 +0.2%
FGAM
445
Financial Gravity Asset Management
Texas
$217 -$607 -13,755 -74%
ARC
446
Advisor Resource Council
Texas
– -$9.52M -204,876 Closed
SOMRS
447
State of Michigan Retirement System
Michigan
– -$3.86M -83,074 Closed
AFP
448
Ausdal Financial Partners
Iowa
– -$2.77M -59,478 Closed
SA
449
Shilanski & Associates
Alaska
– -$2.58M -55,411 Closed
Goldman Sachs
450
Goldman Sachs
New York
– -$2.27M -48,769 Closed
16 17
18
19 20