SPTM icon

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 %
OWA
101
Outlook Wealth Advisors
Texas
$4.06M +$672K +12,682 +20%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$3.99M +$840K +15,854 +27%
ACA
103
Aptus Capital Advisors
Alabama
$3.93M +$329K +6,216 +9%
SSWM
104
Sheets Smith Wealth Management
North Carolina
$3.85M +$686K +12,952 +22%
XF
105
XML Financial
Maryland
$3.84M +$367K +6,927 +11%
FFWM
106
Future Financial Wealth Management
Ohio
$3.79M +$673K +12,703 +22%
IF
107
IRON Financial
Illinois
$3.65M -$392K -7,408 -10%
SFG
108
SNS Financial Group
Minnesota
$3.64M +$154K +2,898 +4%
DWM
109
Doyle Wealth Management
Florida
$3.61M +$48.2K +909 +1%
CWM
110
Cornerstone Wealth Management
Missouri
$3.58M -$15.7K -296 -0.4%
VAG
111
VisionPoint Advisory Group
Texas
$3.52M +$516K +9,750 +17%
CG
112
Cutler Group
California
$3.29M +$2.99M +56,540 +1,028%
RMAM
113
Raab & Moskowitz Asset Management
New Jersey
$3.29M -$505K -9,524 -13%
AWA
114
ARQ Wealth Advisors
Arizona
$3.26M +$78.2K +1,476 +2%
LCM
115
LVM Capital Management
Michigan
$3.22M -$85.3K -1,610 -3%
WWM
116
Wiser Wealth Management
Georgia
$3.19M -$40.9K -773 -1%
MWC
117
MBM Wealth Consultants
Missouri
$3.14M -$61.3K -1,157 -2%
PSUF
118
People's United Financial
Connecticut
$3.13M +$74.6K +1,408 +2%
JSL
119
JT Stratford LLC
Georgia
$3.11M -$242K -4,566 -7%
KAS
120
Kestra Advisory Services
Texas
$3.11M +$441K +8,326 +17%
MWM
121
McNaughton Wealth Management
California
$3.03M +$65.5K +1,236 +2%
AWM
122
Avior Wealth Management
Nebraska
$3.03M – – –
ASN
123
Advisory Services Network
Georgia
$3.02M +$971K +18,342 +47%
IRC
124
Investors Research Corp
Georgia
$3M +$686K +12,958 +30%
IWC
125
Integrated Wealth Concepts
Massachusetts
$2.97M +$358K +6,755 +14%
3 4
5
6 7