SPTM icon

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 %
FHA
101
Flagship Harbor Advisors
Massachusetts
$5.18M -$3.43M -73,724 -40%
IF
102
IRON Financial
Illinois
$5.08M -$361K -7,764 -7%
SC
103
Savant Capital
Illinois
$4.95M -$212K -4,561 -4%
FFWM
104
Future Financial Wealth Management
Ohio
$4.95M – – –
ICMP
105
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.93M +$391K +8,402 +9%
HAS
106
HBW Advisory Services
California
$4.69M +$131K +2,817 +3%
WWM
107
Western Wealth Management
Colorado
$4.64M +$98.9K +2,130 +2%
MA
108
Mutual Advisors
Nebraska
$4.53M +$20.3K +437 +0.5%
GM
109
GeoWealth Management
Illinois
$4.39M -$3.44M -74,063 -44%
KAS
110
Kestra Advisory Services
Texas
$4.37M +$1.08M +23,167 +33%
RJA
111
Raymond James & Associates
Florida
$4.29M +$2.88M +62,026 +205%
PWM
112
Praetorian Wealth Management
California
$4.15M -$1.35K -29 -0%
CRI
113
Colonial River Investments
Virginia
$4.15M +$1.22M +26,269 +42%
B
114
Bensler
Washington
$4M -$12.6K -270 -0.3%
SCM
115
Sterneck Capital Management
Missouri
$3.98M +$267K +5,745 +7%
AI
116
Atria Investments
North Carolina
$3.87M -$941K -20,255 -20%
SOMRS
117
State of Michigan Retirement System
Michigan
$3.86M +$3.86M +83,074 New
XF
118
XML Financial
Maryland
$3.86M +$4.93K +106 +0.1%
FDS
119
Freedom Day Solutions
Texas
$3.82M +$846K +18,196 +28%
IWM
120
IHT Wealth Management
Illinois
$3.82M +$3.01M +64,815 +374%
IP
121
Isthmus Partners
Wisconsin
$3.6M -$92.9K -1,999 -3%
IF
122
Intrua Financial
Texas
$3.59M +$2.18M +46,904 +154%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$3.58M +$3.24M +69,608 +931%
ACK
124
Andrew C. Karlinski
$3.43M +$856K +18,419 +33%
BG
125
Benedetti & Gucer
Georgia
$3.27M -$16.5K -328 -0.5%
3 4
5
6 7