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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

397 hedge funds and large institutions have $2.89B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 152 increasing their positions, 148 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+7
Holders Change %
+1.79%
% of All Funds
6.97%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.79%
New
38
Increased
152
Reduced
148
Closed
23
Calls
$8.95M
Puts
$40.4M
Net Calls
-$31.4M
Net Calls Change
-$35.5M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$174M
2
LPL Financial
2
LPL Financial
California
$300M
3
PFA
3
Professional Financial Advisors
Nebraska
$46.1M
4
BHB
4
Bank Hapoalim BM
Israel
$10.6M
5
PAG
5
Private Advisor Group
New Jersey
$78.2M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$13.4M
2
ARC
2
Advisor Resource Council
Texas
$315K
3
AAS
3
Annex Advisory Services
Wisconsin
$110M
4
BCM
4
Brookstone Capital Management
Illinois
$41.2M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$43M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
26
RFG Advisory
Alabama
$34.1M +$3.39M +63,892 +11%
Bank of America
27
Bank of America
North Carolina
$32.8M +$7.01M +132,216 +27%
PAS
28
Park Avenue Securities
New York
$29.8M +$1.95M +36,769 +7%
AWM
29
AE Wealth Management
Kansas
$27.7M +$690K +13,027 +3%
Morgan Stanley
30
Morgan Stanley
New York
$25.6M -$69.9K -1,320 -0.3%
GLA
31
Great Lakes Advisors
Illinois
$23.1M +$6.42M +121,199 +38%
LFPWM
32
Leicht Financial Planning & Wealth Management
New Jersey
$22.5M -$322K -5,964 -1%
BIP
33
Blueprint Investment Partners
North Carolina
$21.6M +$2.18M +41,076 +11%
SCA
34
Snowden Capital Advisors
New York
$21.4M +$1.41M +26,636 +7%
WAS
35
Winch Advisory Services
Wisconsin
$20.9M +$853K +16,096 +4%
BL
36
Balentine LLC
Georgia
$20.8M -$85.5K -1,613 -0.4%
UCFA
37
United Capital Financial Advisors
Texas
$19.1M +$120K +2,261 +0.6%
MHR
38
Matthew Hamilton Rosenberg
$18.7M -$1.39M -26,242 -7%
CAN
39
Cetera Advisor Networks
California
$18.1M +$718K +13,542 +4%
BSWM
40
Boston Standard Wealth Management
Massachusetts
$17.6M -$864K -16,304 -5%
PFA
41
Pure Financial Advisors
California
$16.8M -$565K -10,664 -3%
Truist Financial
42
Truist Financial
North Carolina
$15.9M +$9.67M +182,466 +156%
AWA
43
Arete Wealth Advisors
Illinois
$15.3M +$1.34M +25,371 +10%
K
44
Kemper
Illinois
$14.4M – – –
JCM
45
Jacobi Capital Management
Pennsylvania
$14.1M +$3.53M +66,535 +33%
ST
46
Sentinel Trust
Texas
$13.9M – – –
AF
47
Advisornet Financial
Minnesota
$13.6M -$2.12M -40,098 -13%
WFS
48
Weitzel Financial Services
Iowa
$13.4M -$516M -13,048,263 -97%
WAG
49
Winthrop Advisory Group
Massachusetts
$13.1M -$67.7K -1,278 -0.5%
NEWAS
50
N.E.W. Advisory Services
Wisconsin
$12.6M +$288K +5,439 +2%
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