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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

467 hedge funds and large institutions have $3.65B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 186 increasing their positions, 129 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+70
Holders Change %
+17.63%
% of All Funds
7.21%
Holding in Top 10
61
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+35.56%
% of All Funds
0.94%
New
95
Increased
186
Reduced
129
Closed
18
Calls
$868K
Puts
$21.9M
Net Calls
-$21M
Net Calls Change
+$10.4M

Top Buyers

1
CI
1
Cigna Investments
Connecticut
$63.9M
2
LPL Financial
2
LPL Financial
California
$382M
3
ARC
3
Advisor Resource Council
Texas
$19.9M
4
SF
4
Symphony Financial
Texas
$12.9M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$13.8M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$2.39M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$161M
3
BCM
3
Brookstone Capital Management
Illinois
$35.4M
4
K
4
Kemper
Illinois
$9.04M
5
AAS
5
Annex Advisory Services
Wisconsin
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$39.8M +$11.5M +197,426 +41%
SWM
27
SigFig Wealth Management
California
$39.5M -$286K -5,343 -0.7%
AWM
28
AE Wealth Management
Kansas
$36.1M +$5.57M +95,269 +18%
Bank of America
29
Bank of America
North Carolina
$36.1M -$50.1K -857 -0.1%
BCM
30
Brookstone Capital Management
Illinois
$35.4M -$8.72M -151,977 -20%
PAS
31
Park Avenue Securities
New York
$35.3M +$2.41M +41,283 +7%
BIP
32
Blueprint Investment Partners
North Carolina
$30.2M +$6.38M +109,227 +27%
GLA
33
Great Lakes Advisors
Illinois
$27.2M +$1.74M +29,792 +7%
AWA
34
Aquire Wealth Advisors
Utah
$25M +$25M +427,523 New
SCA
35
Snowden Capital Advisors
New York
$24M +$430K +7,354 +2%
MCC
36
Money Concepts Capital
Florida
$23.2M +$23.2M +397,254 New
WAS
37
Winch Advisory Services
Wisconsin
$23M -$129K -2,215 -0.6%
BL
38
Balentine LLC
Georgia
$22.9M -$50.2K -859 -0.2%
AMR
39
Asset Management Resources
Massachusetts
$22M +$22M +376,207 New
CAN
40
Cetera Advisor Networks
California
$20.9M +$899K +15,389 +5%
LFPWM
41
Leicht Financial Planning & Wealth Management
New Jersey
$20.8M -$3.54M -60,608 -15%
UCFA
42
United Capital Financial Advisors
Texas
$20.5M -$591K -10,115 -3%
MHR
43
Matthew Hamilton Rosenberg
$20.3M -$328K -5,620 -2%
ARC
44
Advisor Resource Council
Texas
$19.9M +$19.6M +335,291 +5,633%
BSWM
45
Boston Standard Wealth Management
Massachusetts
$19.8M +$431K +7,373 +2%
TCFP
46
Treasure Coast Financial Planning
Florida
$19.8M +$19.8M +338,014 New
RI
47
Rinkey Investments
California
$19.5M +$19.5M +335,956 New
Ameriprise
48
Ameriprise
Minnesota
$19.2M +$10.8M +184,271 +127%
SFG
49
StrategIQ Financial Group
Indiana
$18.5M +$10.6M +181,490 +135%
EH
50
Equitable Holdings
New York
$18.4M +$5.07M +86,768 +38%
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