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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

456 hedge funds and large institutions have $3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 175 increasing their positions, 170 reducing their positions, and 42 closing their positions.

Holders
456
Holders Change
-8
Holders Change %
-1.72%
% of All Funds
7.71%
Holding in Top 10
53
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.62%
% of All Funds
0.9%
New
40
Increased
175
Reduced
170
Closed
42
Calls
$4.02M
Puts
–
Net Calls
+$4.02M
Net Calls Change
+$28.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.8M
2
VAG
2
VisionPoint Advisory Group
Texas
$38.2M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$49.3M
4
BL
4
Balentine LLC
Georgia
$27.4M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$65.2M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$290M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$368K
3
Wells Fargo
3
Wells Fargo
California
$60.3M
4
AIM
4
Astor Investment Management
Illinois
$32.1M
5
Ameriprise
5
Ameriprise
Minnesota
$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
26
Astor Investment Management
Illinois
$32.1M -$10.9M -234,860 -25%
PAS
27
Park Avenue Securities
New York
$31.5M +$1.74M +37,423 +6%
RW
28
RVW Wealth
California
$30.5M -$5.23M -112,558 -15%
Ameriprise
29
Ameriprise
Minnesota
$30.5M -$10.2M -219,375 -25%
Bank of America
30
Bank of America
North Carolina
$28.7M -$16.2K -349 -0.1%
BL
31
Balentine LLC
Georgia
$27.4M +$13.3M +285,377 +94%
BCM
32
Brookstone Capital Management
Illinois
$26.8M -$7.83M -163,555 -23%
AWA
33
Aquire Wealth Advisors
Utah
$26.4M +$4.74M +102,023 +22%
AWM
34
AE Wealth Management
Kansas
$21.9M -$6.89M -148,308 -24%
SWP
35
Stratos Wealth Partners
Ohio
$21.9M -$3.22M -69,309 -13%
SCA
36
Snowden Capital Advisors
New York
$21.8M +$778K +16,749 +4%
MHR
37
Matthew Hamilton Rosenberg
$20.7M +$1.38M +29,339 +7%
AMR
38
Asset Management Resources
Massachusetts
$19.8M +$1.01M +21,654 +5%
RI
39
Rinkey Investments
California
$19.7M -$385K -7,591 -2%
SFG
40
StrategIQ Financial Group
Indiana
$19.4M +$7.51M +161,604 +63%
TCFP
41
Treasure Coast Financial Planning
Florida
$19M +$1.34M +28,838 +8%
WAS
42
Winch Advisory Services
Wisconsin
$18M +$149K +3,206 +0.8%
MCC
43
Money Concepts Capital
Florida
$17.5M -$243K -5,188 -1%
PA
44
Parallel Advisors
California
$16.4M +$6.98M +150,140 +74%
SF
45
Symphony Financial
Texas
$16.3M +$1.5M +32,072 +10%
GLA
46
Great Lakes Advisors
Illinois
$16.1M -$1.9M -40,961 -11%
BSWM
47
Boston Standard Wealth Management
Massachusetts
$16M +$339K +7,213 +2%
UCFA
48
United Capital Financial Advisors
Texas
$15.8M -$405K -8,721 -2%
WAG
49
Winthrop Advisory Group
Massachusetts
$15.6M +$3.1M +66,695 +25%
PFA
50
Pure Financial Advisors
California
$13.9M -$430K -9,249 -3%
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