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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 %
WMS
51
Wealth Management Solutions
Pennsylvania
$13.6M +$708K +15,233 +5%
NEWAS
52
N.E.W. Advisory Services
Wisconsin
$12.7M +$3.55M +76,434 +39%
EH
53
Equitable Holdings
New York
$12.4M -$2.93M -62,990 -19%
AF
54
Advisornet Financial
Minnesota
$12M +$147K +3,170 +1%
FWI
55
Facet Wealth Inc
Maryland
$11.9M +$3.62M +77,975 +44%
JIP
56
Jaffetilchin Investment Partners
Florida
$11.3M -$383K -8,248 -3%
BHB
57
Bank Hapoalim BM
Israel
$11.1M – – –
CPP
58
Capasso Planning Partners
South Carolina
$11.1M +$443K +9,541 +4%
AWA
59
Arete Wealth Advisors
Illinois
$10.6M -$2.78M -59,840 -21%
TWA
60
Tillar-Wenstrup Advisors
Ohio
$10.2M +$302K +6,499 +3%
UBS Group
61
UBS Group
Switzerland
$9.96M +$3.85M +82,894 +63%
SPA
62
Sentinel Pension Advisors
Massachusetts
$9.8M -$359K -7,730 -4%
CAN
63
Cetera Advisor Networks
California
$9.59M +$1.98M +42,520 +26%
ARC
64
Advisor Resource Council
Texas
$9.52M +$9.52M +204,876 New
EK
65
Evensky & Katz
Florida
$9.21M -$12.9K -277 -0.1%
CW
66
CreativeOne Wealth
Kansas
$9.14M -$1.99M -42,738 -18%
GWM
67
Geneos Wealth Management
Colorado
$8.89M +$921K +19,635 +12%
LFG
68
Larson Financial Group
Missouri
$8.71M +$29K +624 +0.3%
CWA
69
Centennial Wealth Advisory
Michigan
$8.62M -$2.03M -43,671 -19%
MIAN
70
Mariner Independent Advisor Network
Kansas
$8.59M +$265K +5,544 +3%
CPO
71
Cerity Partners OCIO
New York
$8.53M +$3.3M +71,040 +63%
IWP
72
IAG Wealth Partners
Wisconsin
$8.1M +$281K +6,036 +4%
PWA
73
Peterson Wealth Advisors
Utah
$8.07M -$796K -17,129 -9%
PFG
74
PAX Financial Group
Texas
$7.99M -$57.1K -1,228 -0.7%
ST
75
Sentinel Trust
Texas
$7.78M -$4.42M -95,000 -36%
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