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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 %
WCM
451
Wealthcare Capital Management
Virginia
– -$1.72M -36,950 Closed
FTUS
452
Flow Traders U.S.
New York
– -$1.5M -32,347 Closed
Simplex Trading
453
Simplex Trading
Illinois
– -$1.5M -32,197 Closed
AC
454
Aristides Capital
Kentucky
– -$1.02M -21,875 Closed
AWM
455
Accurate Wealth Management
Florida
– -$779K -16,262 Closed
CG
456
Cutler Group
California
– -$492K -10,604 Closed
MAM
457
Meeder Asset Management
Ohio
– -$478K -10,280 Closed
GL
458
Graypoint LLC
New York
– -$469K -10,094 Closed
LAS
459
Lloyd Advisory Services
Georgia
– -$347K -7,455 Closed
PI
460
PFS Investments
Georgia
– -$317K -6,819 Closed
TSS
461
Two Sigma Securities
New York
– -$316K -6,791 Closed
AWA
462
Arkadios Wealth Advisors
Georgia
– -$315K -6,770 Closed
FCMA
463
Foresight Capital Management Advisors
Michigan
– -$295K -6,337 Closed
MSCM
464
McElhenny Sheffield Capital Management
Texas
– -$248K -5,339 Closed
SPA
465
Shore Point Advisors
New Jersey
– -$248K -5,330 Closed
FMI
466
F/M Investments
District of Columbia
– -$269K -5,082 Closed
TF
467
TIAA FSB
Florida
– -$215K -4,633 Closed
DC
468
Darrow Company
Massachusetts
– -$194K -4,184 Closed
AW
469
ACG Wealth
Georgia
– -$86K -1,852 Closed
SWM
470
SeaCrest Wealth Management
New York
– -$67K -1,451 Closed
MIM
471
Macroview Investment Management
Maryland
– -$31K -670 Closed
FBC
472
Fairfield, Bush & Co
Connecticut
– -$28K -600 Closed
CWP
473
Concord Wealth Partners
Virginia
– -$26K -552 Closed
Rockefeller Capital Management
474
Rockefeller Capital Management
New York
– -$22K -490 Closed
PFS
475
Prospera Financial Services
Texas
– -$13K -286 Closed
16 17 18
19
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