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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 %
OWA
101
Outlook Wealth Advisors
Texas
$3.97M -$98.2K -1,854 -2%
SSWM
102
Sheets Smith Wealth Management
North Carolina
$3.89M +$41K +774 +1%
FFWM
103
Future Financial Wealth Management
Ohio
$3.79M – – –
BG
104
Benedetti & Gucer
Georgia
$3.68M -$24.7K -467 -0.7%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$3.63M -$907K -17,117 -20%
DWM
106
Doyle Wealth Management
Florida
$3.62M +$12.8K +242 +0.4%
IRC
107
Investors Research Corp
Georgia
$3.62M +$622K +11,729 +21%
CWM
108
Cornerstone Wealth Management
Missouri
$3.55M -$24.2K -457 -0.7%
IF
109
IRON Financial
Illinois
$3.31M -$339K -6,406 -9%
MWC
110
MBM Wealth Consultants
Missouri
$3.31M +$168K +3,166 +5%
AWA
111
ARQ Wealth Advisors
Arizona
$3.29M +$30.8K +582 +0.9%
RMAM
112
Raab & Moskowitz Asset Management
New Jersey
$3.23M -$51.7K -975 -2%
JSL
113
JT Stratford LLC
Georgia
$3.23M +$121K +2,279 +4%
LCM
114
LVM Capital Management
Michigan
$3.22M – – –
IWC
115
Integrated Wealth Concepts
Massachusetts
$3.21M +$236K +4,452 +8%
ASN
116
Advisory Services Network
Georgia
$3.11M +$83.8K +1,581 +3%
PSUF
117
People's United Financial
Connecticut
$3.09M -$46.7K -881 -1%
KAS
118
Kestra Advisory Services
Texas
$3.09M -$22.9K -432 -0.7%
CA
119
CGN Advisors
Kansas
$3.04M -$2.18M -41,132 -42%
WWM
120
Wiser Wealth Management
Georgia
$3.03M -$155K -2,933 -5%
MWM
121
McNaughton Wealth Management
California
$3.03M -$2.49K -47 -0.1%
AWM
122
Avior Wealth Management
Nebraska
$3.03M – – –
SA
123
Shilanski & Associates
Alaska
$2.96M +$15.2K +287 +0.5%
OPS
124
Orion Portfolio Solutions
Nebraska
$2.93M -$12.8K -242 -0.4%
AFG
125
Affinia Financial Group
Massachusetts
$2.93M -$80.5K -1,442 -3%
3 4
5
6 7