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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.

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

Top Sellers

1
LPL Financial
LPL Financial
California
$290M
2
CIAS
CFS Investment Advisory Services
New Jersey
$368K
3
Wells Fargo
Wells Fargo
California
$60.3M
4
AIM
Astor Investment Management
Illinois
$32.1M
5
Ameriprise
Ameriprise
Minnesota
$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LK
476
Lumbard & Kellner
New Hampshire
– -$238K -4,286 Closed
BFA
477
Beacon Financial Advisory
Ohio
– -$237K -4,268 Closed
VHAM
478
Van Hulzen Asset Management
California
– -$236K -4,252 Closed
FZCM
479
Flynn Zito Capital Management
New York
– -$229K -4,116 Closed
SIM
480
Sadoff Investment Management
Wisconsin
– -$222K -4,003 Closed
GW
481
GW & Wade
Massachusetts
– -$221K -3,970 Closed
PFP
482
Paragon Financial Partners
California
– -$219K -3,947 Closed
OWM
483
Opes Wealth Management
California
– -$206K -3,712 Closed
FPCP
484
Fort Point Capital Partners
California
– -$204K -3,679 Closed
PWP
485
Perfromance Wealth Partners
Illinois
– -$204K -3,679 Closed
PGWM
486
Parisi Gray Wealth Management
New Jersey
– -$202K -3,641 Closed
SFPM
487
Sensible Financial Planning & Management
Massachusetts
– -$202K -3,637 Closed
CTA
488
Colonial Trust Advisors
South Carolina
– -$200K -3,600 Closed
FAG
489
Fortitude Advisory Group
Washington
– -$136K -2,447 Closed
FFA
490
Freedman Financial Associates
Massachusetts
– -$71K -1,262 Closed
JPMorgan Chase & Co
491
JPMorgan Chase & Co
New York
– -$58K -1,040 Closed
EWM
492
EPG Wealth Management
Georgia
– -$49K -885 Closed
WWM
493
Wolff Wiese Magana
California
– -$17K -297 Closed
SC
494
Siena Capital
Ohio
– -$10K -181 Closed
SMA
495
Sage Mountain Advisors
Georgia
– -$9K -164 Closed
16 17 18 19
20