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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 %
IHWM
76
Iron Horse Wealth Management
Iowa
$7.56M +$668K +14,373 +10%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$7.38M +$1.1M +23,760 +18%
BIP
78
Blueprint Investment Partners
North Carolina
$7.31M -$7.18M -154,534 -50%
BFG
79
Beacon Financial Group
Texas
$7.08M +$6.72M +141,243 +1,840%
5L
80
55I LLC
Massachusetts
$6.97M -$577K -12,414 -8%
CC
81
Callan Capital
California
$6.9M +$704K +15,140 +11%
JCM
82
Jacobi Capital Management
Pennsylvania
$6.81M -$3.23M -69,482 -32%
CFS
83
Cannon Financial Strategists
Georgia
$6.68M +$147K +3,171 +2%
WAM
84
WNY Asset Management
New York
$6.66M +$667K +14,344 +11%
FIA
85
Foundations Investment Advisors
Arizona
$6.65M +$532K +11,274 +9%
EIM
86
Ervin Investment Management
Washington
$6.56M +$388K +8,284 +6%
TB
87
Treynor Bancshares
Iowa
$6.55M +$199K +4,287 +3%
OIA
88
OneDigital Investment Advisors
Kansas
$6.46M +$57.6K +1,240 +0.9%
LFPWM
89
Leicht Financial Planning & Wealth Management
New Jersey
$6.41M +$95.8K +2,062 +2%
MFG
90
Merit Financial Group
Georgia
$6.38M +$9.58K +206 +0.2%
GSC
91
G&S Capital
Colorado
$6.32M +$305K +6,566 +5%
KW
92
KWB Wealth
California
$6.16M +$6.16M +132,432 New
Creative Planning
93
Creative Planning
Kansas
$6.11M -$500K -10,753 -8%
KWM
94
KerberRose Wealth Management
Wisconsin
$5.99M +$5.99M +128,819 New
IRC
95
Investors Research Corp
Georgia
$5.95M +$900K +19,363 +18%
CAGAS
96
Capital Advisory Group Advisory Services
Minnesota
$5.85M -$44.7K -908 -0.8%
SWM
97
SFG Wealth Management
Maryland
$5.58M -$931K -20,039 -14%
CSPIA
98
Cary Street Partners Investment Advisory
Virginia
$5.26M +$685K +14,739 +15%
Truist Financial
99
Truist Financial
North Carolina
$5.2M -$539K -11,593 -9%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$5.2M +$647K +13,916 +14%
2 3
4
5 6