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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 %
WAM
76
WNY Asset Management
New York
$6.7M -$63.7K -1,203 -0.9%
BAM
77
Belpointe Asset Management
Nevada
$6.68M +$1.07M +20,230 +19%
GSC
78
G&S Capital
Colorado
$6.64M +$74.6K +1,407 +1%
OIA
79
OneDigital Investment Advisors
Kansas
$6.54M +$50K +944 +0.8%
VA
80
Valmark Advisers
Ohio
$6.31M -$11.1K -210 -0.2%
FIA
81
Foundations Investment Advisors
Arizona
$6.06M +$567K +10,598 +10%
CPO
82
Cerity Partners OCIO
New York
$5.88M +$15.5K +292 +0.3%
TWA
83
Tillar-Wenstrup Advisors
Ohio
$5.82M -$105K -1,990 -2%
C
84
Clearshares
New York
$5.64M +$138K +2,596 +2%
GWM
85
Geneos Wealth Management
Colorado
$5.57M +$370K +6,895 +7%
MFG
86
Merit Financial Group
Georgia
$5.54M +$5.54M +104,503 New
HAS
87
HBW Advisory Services
California
$5.52M +$203K +3,833 +4%
MA
88
Mutual Advisors
Nebraska
$5.39M -$244K -4,599 -4%
CSPIA
89
Cary Street Partners Investment Advisory
Virginia
$5.11M +$55.1K +1,039 +1%
ICMP
90
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5M +$372K +7,019 +8%
HI
91
Harbour Investments
Wisconsin
$4.92M -$101K -1,897 -2%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$4.9M +$14.5K +273 +0.3%
PWM
93
Praetorian Wealth Management
California
$4.76M +$22.9K +433 +0.5%
IP
94
Isthmus Partners
Wisconsin
$4.39M +$38.9K +735 +0.9%
AI
95
Atria Investments
North Carolina
$4.36M +$222K +4,196 +5%
NAS
96
Nicolet Advisory Services
Wisconsin
$4.17M -$141K -2,656 -3%
XF
97
XML Financial
Maryland
$4.09M +$236K +4,443 +6%
SCM
98
Sterneck Capital Management
Missouri
$4.08M -$105K -1,984 -3%
VAG
99
VisionPoint Advisory Group
Texas
$4.08M +$229K +3,963 +6%
Bank of New York Mellon
100
Bank of New York Mellon
New York
$4.02M +$34.1K +643 +0.9%
2 3
4
5 6