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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 %
IWP
76
IAG Wealth Partners
Wisconsin
$10.2M -$717K -12,267 -7%
PFG
77
PAX Financial Group
Texas
$9.77M +$191K +3,266 +2%
GM
78
GeoWealth Management
Illinois
$9.51M +$465K +7,964 +5%
MIAN
79
Mariner Independent Advisor Network
Kansas
$9.36M +$1.51M +25,626 +19%
SWM
80
SFG Wealth Management
Maryland
$9.29M +$9.29M +158,970 New
CAGAS
81
Capital Advisory Group Advisory Services
Minnesota
$9.17M -$1.52M -26,033 -14%
K
82
Kemper
Illinois
$9.04M -$6.86M -117,366 -43%
5L
83
55I LLC
Massachusetts
$8.86M +$785K +13,427 +10%
CFS
84
Cannon Financial Strategists
Georgia
$8.51M -$343K -5,869 -4%
UBS Group
85
UBS Group
Switzerland
$8.31M +$246K +4,212 +3%
IHWM
86
Iron Horse Wealth Management
Iowa
$8.14M -$98.4K -1,683 -1%
MA
87
MJP Associates
Connecticut
$8.04M +$144K +2,443 +2%
Creative Planning
88
Creative Planning
Kansas
$8M -$857K -14,666 -10%
OIA
89
OneDigital Investment Advisors
Kansas
$7.93M +$714K +12,222 +10%
VA
90
Valmark Advisers
Ohio
$7.86M +$905K +15,480 +13%
EIM
91
Ervin Investment Management
Washington
$7.72M +$7.72M +132,056 New
GSC
92
G&S Capital
Colorado
$7.43M +$105K +1,801 +1%
GWM
93
Geneos Wealth Management
Colorado
$7.4M +$1.33M +22,716 +22%
WAM
94
WNY Asset Management
New York
$7.36M -$39.8K -680 -0.5%
FIA
95
Foundations Investment Advisors
Arizona
$7.07M +$512K +8,845 +8%
TB
96
Treynor Bancshares
Iowa
$7.03M +$7.03M +120,215 New
SC
97
Savant Capital
Illinois
$6.94M -$642K -10,976 -8%
BAM
98
Belpointe Asset Management
Nevada
$6.79M -$579K -9,904 -8%
VAG
99
VisionPoint Advisory Group
Texas
$6.62M +$2.73M +49,548 +70%
TWA
100
Tillar-Wenstrup Advisors
Ohio
$6.56M +$138K +2,354 +2%
2 3
4
5 6