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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 %
CPO
101
Cerity Partners OCIO
New York
$6.42M -$68.4K -1,171 -1%
MFG
102
Merit Financial Group
Georgia
$6.12M +$14.6K +250 +0.2%
Belvedere Trading
103
Belvedere Trading
Illinois
$6.08M +$6.08M +112,802 New
ICMP
104
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.93M +$421K +7,197 +8%
HAS
105
HBW Advisory Services
California
$5.83M -$264K -4,512 -4%
MA
106
Mutual Advisors
Nebraska
$5.65M -$298K -5,090 -5%
CSPIA
107
Cary Street Partners Investment Advisory
Virginia
$5.65M +$10.2K +174 +0.2%
C
108
Clearshares
New York
$5.64M – – –
AI
109
Atria Investments
North Carolina
$5.63M +$814K +13,932 +17%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$5.37M -$41.8K -716 -0.8%
PWM
111
Praetorian Wealth Management
California
$5.18M -$68.3K -1,168 -1%
IRC
112
Investors Research Corp
Georgia
$5.04M +$1.05M +17,977 +26%
B
113
Bensler
Washington
$4.95M +$4.95M +84,761 New
Bank of New York Mellon
114
Bank of New York Mellon
New York
$4.89M +$453K +7,743 +10%
IP
115
Isthmus Partners
Wisconsin
$4.84M -$3.33K -57 -0.1%
OWA
116
Outlook Wealth Advisors
Texas
$4.78M +$408K +6,975 +9%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$4.73M +$726K +12,422 +18%
XF
118
XML Financial
Maryland
$4.7M +$203K +3,477 +5%
FFWM
119
Future Financial Wealth Management
Ohio
$4.52M +$310K +5,269 +7%
SCM
120
Sterneck Capital Management
Missouri
$4.45M -$45.7K -782 -1%
JCA
121
January Capital Advisors
California
$4.35M +$4.35M +74,454 New
NAS
122
Nicolet Advisory Services
Wisconsin
$4.3M -$302K -5,175 -7%
IF
123
IRON Financial
Illinois
$4.21M +$556K +9,519 +15%
KAS
124
Kestra Advisory Services
Texas
$4.19M +$782K +13,384 +23%
BG
125
Benedetti & Gucer
Georgia
$4.05M -$7.77K -133 -0.2%
3 4
5
6 7