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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 %
AR
451
Apeiron RIA
Texas
$1.5K +$63 +2,398 +4%
WIM
452
Westside Investment Management
California
$1.3K +$40 +861 +3%
FGAM
453
Financial Gravity Asset Management
Texas
$873 +$656 +14,025 +302%
Citadel Advisors
454
Citadel Advisors
Florida
– -$2.16M -38,883 Closed
Jane Street
455
Jane Street
New York
– -$2.12M -38,202 Closed
BC
456
Brio Consultants
California
– -$2.1M -37,711 Closed
DSN
457
D. Scott Neal
Kentucky
– -$1.86M -33,483 Closed
MFA
458
McClarren Financial Advisors
Pennsylvania
– -$1.69M -30,427 Closed
FWM
459
FSA Wealth Management
Massachusetts
– -$1.37M -23,499 Closed
CWM
460
Congress Wealth Management
Massachusetts
– -$798K -14,357 Closed
Renaissance Technologies
461
Renaissance Technologies
New York
– -$650K -11,700 Closed
BDF
462
Black Diamond Financial
Maryland
– -$607K -10,913 Closed
WCA
463
Westover Capital Advisors
Delaware
– -$410K -7,380 Closed
HWM
464
Howard Wealth Management
Connecticut
– -$401K -7,226 Closed
BCFS
465
Butensky & Cohen Financial Security
Florida
– -$363K -6,525 Closed
RCS
466
Retirement Capital Strategies
California
– -$339K -6,293 Closed
TI
467
Trexquant Investment
Connecticut
– -$345K -6,205 Closed
CHAM
468
Clear Harbor Asset Management
Connecticut
– -$306K -5,512 Closed
RWA
469
Redhawk Wealth Advisors
Minnesota
– -$305K -5,495 Closed
OIM
470
Orca Investment Management
Oregon
– -$288K -5,178 Closed
CPWA
471
Cerro Pacific Wealth Advisors
California
– -$283K -5,100 Closed
PG
472
Prostatis Group
Maryland
– -$280K -5,043 Closed
YIH
473
Y-Intercept (HK)
Hong Kong
– -$274K -4,934 Closed
JPG
474
Jordan Park Group
California
– -$263K -4,733 Closed
OGF
475
Orin Green Financial
California
– -$257K -4,622 Closed
16 17 18
19
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