SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

446 hedge funds and large institutions have $2.93B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 185 increasing their positions, 157 reducing their positions, and 37 closing their positions.

Holders
446
Holders Change
-10
Holders Change %
-2.19%
% of All Funds
7.71%
Holding in Top 10
57
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.55%
% of All Funds
0.99%
New
34
Increased
185
Reduced
157
Closed
37
Calls
$3.09M
Puts
$222K
Net Calls
+$2.86M
Net Calls Change
-$1.15M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$84.9M
2
PAG
2
Private Advisor Group
New Jersey
$99.9M
3
Ameriprise
3
Ameriprise
Minnesota
$48.1M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$84.5M
5
W
5
Wealthquest
Ohio
$11.9M

Top Sellers

1
BFG
1
Barber Financial Group
Kansas
$36M
2
ARC
2
Advisor Resource Council
Texas
$0
3
CW
3
CreativeOne Wealth
Kansas
$778K
4
IHWM
4
Iron Horse Wealth Management
Iowa
$101K
5
SCA
5
Snowden Capital Advisors
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
51
TLWM Financial
Texas
$13.5M +$9.89M +27,675 +275%
PFA
52
Pure Financial Advisors
California
$12.9M -$272K -6,173 -2%
NEWAS
53
N.E.W. Advisory Services
Wisconsin
$12.6M +$522K +11,841 +4%
FFG
54
Ford Financial Group
California
$12M +$10.3M +234,631 +628%
W
55
Wealthquest
Ohio
$11.9M +$11.9M +269,972 New
FWI
56
Facet Wealth Inc
Maryland
$11.7M -$342K -7,277 -3%
BPWM
57
Badgley Phelps Wealth Managers
Washington
$11.6M +$11.6M +263,723 New
AF
58
Advisornet Financial
Minnesota
$11.5M +$105K +2,371 +0.9%
JIP
59
Jaffetilchin Investment Partners
Florida
$10.7M -$56.8K -1,288 -0.5%
BHB
60
Bank Hapoalim BM
Israel
$10.5M – – –
AWA
61
Arete Wealth Advisors
Illinois
$10.5M +$465K +10,542 +5%
CPP
62
Capasso Planning Partners
South Carolina
$10.4M -$127K -2,877 -1%
TWA
63
Tillar-Wenstrup Advisors
Ohio
$10.2M +$539K +12,226 +6%
BIP
64
Blueprint Investment Partners
North Carolina
$9.96M +$3.03M +68,612 +44%
CAN
65
Cetera Advisor Networks
California
$9.92M +$827K +18,749 +9%
CC
66
Callan Capital
California
$9.92M +$3.37M +76,401 +51%
MIAN
67
Mariner Independent Advisor Network
Kansas
$9.6M +$1.69M +38,342 +21%
Truist Financial
68
Truist Financial
North Carolina
$9.12M +$4.18M +94,784 +85%
SPA
69
Sentinel Pension Advisors
Massachusetts
$9.08M -$225K -5,090 -2%
IWP
70
IAG Wealth Partners
Wisconsin
$8.68M +$998K +22,631 +13%
EK
71
Evensky & Katz
Florida
$8.63M -$111K -2,517 -1%
GWM
72
Geneos Wealth Management
Colorado
$8.39M +$34K +771 +0.4%
LFG
73
Larson Financial Group
Missouri
$8.28M +$10.8K +244 +0.1%
CGFA
74
Colton Groome Financial Advisors
North Carolina
$8.18M +$6.83M +154,753 +503%
CWA
75
Centennial Wealth Advisory
Michigan
$8.14M -$34.9K -791 -0.4%
1 2
3
4 5