SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

464 hedge funds and large institutions have $3.59B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 171 reducing their positions, and 35 closing their positions.

Holders
464
Holders Change
-3
Holders Change %
-0.64%
% of All Funds
7.34%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
0.92%
New
39
Increased
184
Reduced
171
Closed
35
Calls
$11.2M
Puts
$35.2M
Net Calls
-$24M
Net Calls Change
-$3.04M

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$95M
2
LPL Financial
2
LPL Financial
California
$411M
3
Ameriprise
3
Ameriprise
Minnesota
$48.7M
4
BFG
4
Barber Financial Group
Kansas
$82.9M
5
SWP
5
Stratos Wealth Partners
Ohio
$30M

Top Sellers

1
CI
1
Cigna Investments
Connecticut
$0
2
FQ
2
First Quadrant
California
$0
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$12.1M
4
ARC
4
Advisor Resource Council
Texas
$0
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$7.55M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$38.7M 696,142 +13,711 +2%
WFS
27
Weitzel Financial Services
Iowa
$38.6M 695,169 +349,794 +101%
SWM
28
SigFig Wealth Management
California
$37.8M 690,291 -49,284 -7%
PAS
29
Park Avenue Securities
New York
$35.6M 639,721 +36,392 +6%
AWM
30
AE Wealth Management
Kansas
$34.4M 619,600 +1,504 +0.2%
Bank of America
31
Bank of America
North Carolina
$34.3M 616,903 -852 -0.1%
SWP
32
Stratos Wealth Partners
Ohio
$30M 539,431 +349,838 +185%
AWA
33
Aquire Wealth Advisors
Utah
$25.9M 466,875 +39,352 +9%
SCA
34
Snowden Capital Advisors
New York
$25.1M 451,478 +40,263 +10%
MHR
35
Matthew Hamilton Rosenberg
$22.9M 411,860 +64,257 +18%
AMR
36
Asset Management Resources
Massachusetts
$22.4M 403,403 +27,196 +7%
GLA
37
Great Lakes Advisors
Illinois
$21.5M 387,140 -79,030 -17%
WAS
38
Winch Advisory Services
Wisconsin
$21.3M 383,070 -10,020 -3%
MCC
39
Money Concepts Capital
Florida
$21.1M 379,117 -18,137 -5%
TCFP
40
Treasure Coast Financial Planning
Florida
$21.1M 379,093 +41,079 +12%
RI
41
Rinkey Investments
California
$20.2M 395,522 +59,566 +18%
UCFA
42
United Capital Financial Advisors
Texas
$19.4M 349,056 -985 -0.3%
VAG
43
VisionPoint Advisory Group
Texas
$19.1M 395,987 +276,022 +230%
BSWM
44
Boston Standard Wealth Management
Massachusetts
$18.5M 333,675 -5,564 -2%
EH
45
Equitable Holdings
New York
$18.4M 330,501 +15,892 +5%
SF
46
Symphony Financial
Texas
$17.4M 316,408 +96,163 +44%
BIP
47
Blueprint Investment Partners
North Carolina
$17.3M 311,728 -204,269 -40%
PFA
48
Pure Financial Advisors
California
$17.2M 308,864 +895 +0.3%
BL
49
Balentine LLC
Georgia
$16.9M 303,874 -87,739 -22%
AWA
50
Arete Wealth Advisors
Illinois
$16M 288,146 -8,273 -3%
1
2
3 4 5