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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

467 hedge funds and large institutions have $3.65B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 186 increasing their positions, 129 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+70
Holders Change %
+17.63%
% of All Funds
7.21%
Holding in Top 10
61
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+35.56%
% of All Funds
0.94%
New
95
Increased
186
Reduced
129
Closed
18
Calls
$868K
Puts
$21.9M
Net Calls
-$21M
Net Calls Change
+$10.4M

Top Buyers

1
CI
1
Cigna Investments
Connecticut
$63.9M
2
LPL Financial
2
LPL Financial
California
$382M
3
ARC
3
Advisor Resource Council
Texas
$19.9M
4
SF
4
Symphony Financial
Texas
$12.9M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$13.8M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$2.39M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$161M
3
BCM
3
Brookstone Capital Management
Illinois
$35.4M
4
K
4
Kemper
Illinois
$9.04M
5
AAS
5
Annex Advisory Services
Wisconsin
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
51
Pure Financial Advisors
California
$18M -$571K -9,776 -3%
Truist Financial
52
Truist Financial
North Carolina
$18M +$460K +7,873 +3%
AWA
53
Arete Wealth Advisors
Illinois
$17.4M +$398K +6,764 +2%
WMS
54
Wealth Management Solutions
Pennsylvania
$16.6M +$16.6M +283,521 New
ST
55
Sentinel Trust
Texas
$15.3M – – –
NEWAS
56
N.E.W. Advisory Services
Wisconsin
$15.3M +$1.41M +24,161 +10%
AF
57
Advisornet Financial
Minnesota
$15M -$11.7K -201 -0.1%
WFS
58
Weitzel Financial Services
Iowa
$14.5M +$258K +6,149 +2%
WAG
59
Winthrop Advisory Group
Massachusetts
$14.3M -$121K -2,072 -0.8%
FHA
60
Flagship Harbor Advisors
Massachusetts
$13.8M +$12.3M +209,639 +796%
LA
61
LexAurum Advisors
Kansas
$13.6M +$1.73M +29,662 +15%
CPP
62
Capasso Planning Partners
South Carolina
$13.2M +$13.2M +225,276 New
SF
63
Symphony Financial
Texas
$12.9M +$12.6M +213,719 +3,275%
CWA
64
Centennial Wealth Advisory
Michigan
$12.4M +$1.98M +33,893 +19%
PA
65
Parallel Advisors
California
$12.2M -$518K -8,860 -4%
WA
66
Win Advisors
Florida
$12.2M +$12.2M +207,994 New
JCM
67
Jacobi Capital Management
Pennsylvania
$12.1M -$3.49M -59,680 -22%
CW
68
CreativeOne Wealth
Kansas
$11.9M -$789K -13,506 -6%
JIP
69
Jaffetilchin Investment Partners
Florida
$11.8M +$11.8M +201,917 New
EK
70
Evensky & Katz
Florida
$11.7M -$684K -11,708 -6%
BHB
71
Bank Hapoalim BM
Israel
$11.7M – – –
PWA
72
Peterson Wealth Advisors
Utah
$11.6M -$538K -9,208 -4%
FWI
73
Facet Wealth Inc
Maryland
$11.3M +$633K +10,829 +6%
SWP
74
Stratos Wealth Partners
Ohio
$11.1M -$803K -13,740 -7%
LFG
75
Larson Financial Group
Missouri
$10.9M +$9.82K +168 +0.1%
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