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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 %
GSC
76
G&S Capital
Colorado
$6.56M +$160K +3,016 +2%
OIA
77
OneDigital Investment Advisors
Kansas
$6.49M -$111K -2,101 -2%
MA
78
MJP Associates
Connecticut
$6.38M +$625K +11,793 +11%
VA
79
Valmark Advisers
Ohio
$6.31M -$176K -3,325 -3%
Truist Financial
80
Truist Financial
North Carolina
$6.19M +$3.6K +68 +0.1%
TWA
81
Tillar-Wenstrup Advisors
Ohio
$5.92M -$5.84M -110,199 -50%
CPO
82
Cerity Partners OCIO
New York
$5.86M -$869K -16,403 -13%
Ameriprise
83
Ameriprise
Minnesota
$5.79M +$559K +10,554 +11%
MA
84
Mutual Advisors
Nebraska
$5.64M -$535K -10,104 -9%
BAM
85
Belpointe Asset Management
Nevada
$5.61M +$129K +2,443 +2%
FIA
86
Foundations Investment Advisors
Arizona
$5.52M +$549K +10,205 +11%
C
87
Clearshares
New York
$5.5M +$68.8K +1,298 +1%
HAS
88
HBW Advisory Services
California
$5.32M -$131K -2,474 -2%
CA
89
CGN Advisors
Kansas
$5.22M -$36.3K -686 -0.7%
GWM
90
Geneos Wealth Management
Colorado
$5.2M -$9.9M -184,642 -66%
CSPIA
91
Cary Street Partners Investment Advisory
Virginia
$5.06M -$181K -3,421 -3%
HI
92
Harbour Investments
Wisconsin
$5.02M -$6.1M -115,228 -55%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$4.89M -$333K -6,282 -6%
PWM
94
Praetorian Wealth Management
California
$4.74M +$6.3K +119 +0.1%
ICMP
95
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.62M +$519K +9,797 +13%
RJFSA
96
Raymond James Financial Services Advisors
Florida
$4.54M +$674K +12,727 +17%
IP
97
Isthmus Partners
Wisconsin
$4.35M +$7.42K +140 +0.2%
NAS
98
Nicolet Advisory Services
Wisconsin
$4.31M -$633K -11,952 -13%
SCM
99
Sterneck Capital Management
Missouri
$4.27M +$82.2K +1,519 +2%
AI
100
Atria Investments
North Carolina
$4.14M +$979K +18,489 +31%
2 3
4
5 6