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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

397 hedge funds and large institutions have $2.89B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 152 increasing their positions, 148 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+7
Holders Change %
+1.79%
% of All Funds
6.97%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.79%
New
38
Increased
152
Reduced
148
Closed
23
Calls
$8.95M
Puts
$40.4M
Net Calls
-$31.4M
Net Calls Change
-$35.5M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$174M
2
LPL Financial
2
LPL Financial
California
$300M
3
PFA
3
Professional Financial Advisors
Nebraska
$46.1M
4
BHB
4
Bank Hapoalim BM
Israel
$10.6M
5
PAG
5
Private Advisor Group
New Jersey
$78.2M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$13.4M
2
ARC
2
Advisor Resource Council
Texas
$315K
3
AAS
3
Annex Advisory Services
Wisconsin
$110M
4
BCM
4
Brookstone Capital Management
Illinois
$41.2M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$43M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
51
Equitable Holdings
New York
$12.1M +$1.58M +29,890 +15%
PA
52
Parallel Advisors
California
$11.5M -$420K -7,927 -4%
CW
53
CreativeOne Wealth
Kansas
$11.3M +$381K +7,276 +3%
EK
54
Evensky & Katz
Florida
$11.2M -$674K -12,718 -6%
PWA
55
Peterson Wealth Advisors
Utah
$11M -$796K -15,029 -7%
LA
56
LexAurum Advisors
Kansas
$10.8M +$346K +6,522 +3%
SWP
57
Stratos Wealth Partners
Ohio
$10.8M +$420K +7,925 +4%
BHB
58
Bank Hapoalim BM
Israel
$10.6M +$10.6M +200,000 New
IWP
59
IAG Wealth Partners
Wisconsin
$9.89M -$1M -18,923 -9%
LFG
60
Larson Financial Group
Missouri
$9.86M -$74.1K -1,399 -0.7%
CAGAS
61
Capital Advisory Group Advisory Services
Minnesota
$9.69M +$372K +7,026 +4%
FWI
62
Facet Wealth Inc
Maryland
$9.65M -$288K -5,436 -3%
CWA
63
Centennial Wealth Advisory
Michigan
$9.44M +$510K +9,619 +6%
PFG
64
PAX Financial Group
Texas
$8.68M +$570K +10,749 +7%
GM
65
GeoWealth Management
Illinois
$8.2M -$127K -2,403 -2%
Creative Planning
66
Creative Planning
Kansas
$8.03M -$1.5M -28,325 -16%
CFS
67
Cannon Financial Strategists
Georgia
$8.03M -$223K -4,215 -3%
Ameriprise
68
Ameriprise
Minnesota
$7.68M +$1.89M +35,620 +33%
IHWM
69
Iron Horse Wealth Management
Iowa
$7.47M +$365K +6,880 +5%
5L
70
55I LLC
Massachusetts
$7.32M -$248K -4,675 -3%
UBS Group
71
UBS Group
Switzerland
$7.31M -$23.4K -441 -0.3%
SFG
72
StrategIQ Financial Group
Indiana
$7.13M -$98.6K -1,861 -1%
MA
73
MJP Associates
Connecticut
$7.12M +$739K +13,951 +12%
MIAN
74
Mariner Independent Advisor Network
Kansas
$7.08M -$2.58M -48,762 -27%
SC
75
Savant Capital
Illinois
$6.88M -$660K -12,463 -9%
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