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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

390 hedge funds and large institutions have $3.14B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 153 increasing their positions, 146 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+21
Holders Change %
+5.69%
% of All Funds
6.81%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.73%
New
37
Increased
153
Reduced
146
Closed
11
Calls
$15.8M
Puts
$11.7M
Net Calls
+$4.11M
Net Calls Change
+$1.76M

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$338M
2
BCM
2
Brookstone Capital Management
Illinois
$47.2M
3
LPL Financial
3
LPL Financial
California
$270M
4
CAN
4
Cetera Advisor Networks
California
$17.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$133M

Top Sellers

1
VFA
1
Voya Financial Advisors
Connecticut
$0
2
AIC
2
Ameritas Investment Company
Nebraska
$226K
3
Belvedere Trading
3
Belvedere Trading
Illinois
$0
4
GWM
4
Geneos Wealth Management
Colorado
$5.2M
5
AAS
5
Annex Advisory Services
Wisconsin
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
26
RVW Wealth
California
$35M +$1.97M +36,840 +6%
RA
27
RFG Advisory
Alabama
$30.7M +$6.23M +117,535 +25%
PAS
28
Park Avenue Securities
New York
$27.8M +$2.53M +47,732 +10%
AWM
29
AE Wealth Management
Kansas
$27M +$5.47M +103,304 +25%
Bank of America
30
Bank of America
North Carolina
$25.8M -$1.68M -31,682 -6%
Morgan Stanley
31
Morgan Stanley
New York
$25.7M +$1.61M +30,439 +7%
PFA
32
Professional Financial Advisors
Nebraska
$25.4M +$4.03M +76,195 +19%
LFPWM
33
Leicht Financial Planning & Wealth Management
New Jersey
$22.6M -$283K -5,273 -1%
BL
34
Balentine LLC
Georgia
$20.9M +$477 +9 +0%
MHR
35
Matthew Hamilton Rosenberg
$20.1M +$470K +8,870 +2%
WAS
36
Winch Advisory Services
Wisconsin
$20.1M -$2.73M -51,454 -12%
SCA
37
Snowden Capital Advisors
New York
$20M -$1.15M -21,623 -5%
BIP
38
Blueprint Investment Partners
North Carolina
$19.4M -$5.13M -96,761 -21%
UCFA
39
United Capital Financial Advisors
Texas
$19M +$10.6K +201 +0.1%
BSWM
40
Boston Standard Wealth Management
Massachusetts
$18.4M -$7.12M -134,386 -28%
PFA
41
Pure Financial Advisors
California
$17.4M -$785K -14,811 -4%
CAN
42
Cetera Advisor Networks
California
$17.4M +$17.4M +328,383 New
GLA
43
Great Lakes Advisors
Illinois
$16.7M -$2.17M -40,994 -12%
AF
44
Advisornet Financial
Minnesota
$15.7M +$173K +3,264 +1%
K
45
Kemper
Illinois
$14.4M -$2.47M -46,650 -15%
AWA
46
Arete Wealth Advisors
Illinois
$14M +$1.18M +22,229 +9%
ST
47
Sentinel Trust
Texas
$13.9M -$2.86M -54,000 -17%
WAG
48
Winthrop Advisory Group
Massachusetts
$13.2M -$126K -2,380 -0.9%
ARC
49
Advisor Resource Council
Texas
$12.5M +$12.5M +235,122 New
NEWAS
50
N.E.W. Advisory Services
Wisconsin
$12.3M +$1.92M +36,268 +18%
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