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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

390 hedge funds and large institutions have $3.14B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 153 increasing their positions, 146 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+21
Holders Change %
+5.69%
% of All Funds
6.81%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.73%
New
37
Increased
153
Reduced
146
Closed
11
Calls
$15.8M
Puts
$11.7M
Net Calls
+$4.11M
Net Calls Change
+$1.76M

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$338M
2
BCM
2
Brookstone Capital Management
Illinois
$47.2M
3
LPL Financial
3
LPL Financial
California
$270M
4
CAN
4
Cetera Advisor Networks
California
$17.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$133M

Top Sellers

1
VFA
1
Voya Financial Advisors
Connecticut
$0
2
AIC
2
Ameritas Investment Company
Nebraska
$226K
3
Belvedere Trading
3
Belvedere Trading
Illinois
$0
4
GWM
4
Geneos Wealth Management
Colorado
$5.2M
5
AAS
5
Annex Advisory Services
Wisconsin
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
Parallel Advisors
California
$11.9M -$778K -14,681 -6%
EK
52
Evensky & Katz
Florida
$11.9M -$235K -4,441 -2%
PWA
53
Peterson Wealth Advisors
Utah
$11.8M -$690K -13,035 -6%
CW
54
CreativeOne Wealth
Kansas
$11.1M +$600K +11,330 +6%
IWP
55
IAG Wealth Partners
Wisconsin
$10.9M -$1.25M -23,659 -10%
JCM
56
Jacobi Capital Management
Pennsylvania
$10.6M +$442K +8,343 +4%
EH
57
Equitable Holdings
New York
$10.5M +$4.62M +87,195 +79%
LA
58
LexAurum Advisors
Kansas
$10.4M +$852K +16,090 +9%
SWP
59
Stratos Wealth Partners
Ohio
$10.4M -$947K -17,872 -8%
FWI
60
Facet Wealth Inc
Maryland
$9.93M -$994K -18,762 -9%
LFG
61
Larson Financial Group
Missouri
$9.93M +$44.8K +845 +0.5%
MIAN
62
Mariner Independent Advisor Network
Kansas
$9.66M +$6.08M +114,696 +170%
Creative Planning
63
Creative Planning
Kansas
$9.53M +$205K +3,874 +2%
CAGAS
64
Capital Advisory Group Advisory Services
Minnesota
$9.31M +$33.8K +639 +0.4%
CWA
65
Centennial Wealth Advisory
Michigan
$8.93M +$2.23M +42,070 +33%
GM
66
GeoWealth Management
Illinois
$8.33M +$2M +37,785 +32%
CFS
67
Cannon Financial Strategists
Georgia
$8.25M -$421K -7,950 -5%
PFG
68
PAX Financial Group
Texas
$8.11M -$393K -7,428 -5%
5L
69
55I LLC
Massachusetts
$7.56M +$1.75M +33,025 +30%
SC
70
Savant Capital
Illinois
$7.53M -$365K -6,895 -5%
UBS Group
71
UBS Group
Switzerland
$7.33M +$1M +18,884 +16%
SFG
72
StrategIQ Financial Group
Indiana
$7.23M -$355K -6,700 -5%
IHWM
73
Iron Horse Wealth Management
Iowa
$7.1M +$1.6M +30,254 +29%
WAM
74
WNY Asset Management
New York
$6.76M -$487K -9,188 -7%
FI
75
FormulaFolio Investments
Michigan
$6.64M -$301K -5,685 -4%
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3
4 5