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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

446 hedge funds and large institutions have $2.93B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 185 increasing their positions, 157 reducing their positions, and 37 closing their positions.

Holders
446
Holders Change
-10
Holders Change %
-2.19%
% of All Funds
7.71%
Holding in Top 10
57
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.55%
% of All Funds
0.99%
New
34
Increased
185
Reduced
157
Closed
37
Calls
$3.09M
Puts
$222K
Net Calls
+$2.86M
Net Calls Change
-$1.15M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$84.9M
2
PAG
2
Private Advisor Group
New Jersey
$99.9M
3
Ameriprise
3
Ameriprise
Minnesota
$48.1M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$84.5M
5
W
5
Wealthquest
Ohio
$11.9M

Top Sellers

1
BFG
1
Barber Financial Group
Kansas
$36M
2
ARC
2
Advisor Resource Council
Texas
$0
3
CW
3
CreativeOne Wealth
Kansas
$778K
4
IHWM
4
Iron Horse Wealth Management
Iowa
$101K
5
SCA
5
Snowden Capital Advisors
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
101
Cerity Partners OCIO
New York
$4.9M -$3.19M -72,427 -39%
FHA
102
Flagship Harbor Advisors
Massachusetts
$4.87M -$41.7K -945 -0.8%
ACM
103
Advisors Capital Management
New Jersey
$4.82M +$2.33M +47,731 +94%
RJA
104
Raymond James & Associates
Florida
$4.82M +$746K +16,909 +18%
ICMP
105
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.79M +$119K +2,688 +3%
SWM
106
SFG Wealth Management
Maryland
$4.76M -$535K -12,122 -10%
SC
107
Savant Capital
Illinois
$4.6M -$96.1K -2,179 -2%
AI
108
Atria Investments
North Carolina
$4.54M +$863K +19,566 +23%
MA
109
Mutual Advisors
Nebraska
$4.54M +$240K +5,451 +6%
HAS
110
HBW Advisory Services
California
$4.38M -$70K -1,587 -2%
FFWM
111
Future Financial Wealth Management
Ohio
$4.28M +$138K +2,973 +3%
WEG
112
World Equity Group
Illinois
$4.27M +$1.56M +35,305 +57%
FDS
113
Freedom Day Solutions
Texas
$4.26M +$627K +14,219 +17%
SCM
114
Sterneck Capital Management
Missouri
$4.18M +$403K +9,125 +11%
PWM
115
Praetorian Wealth Management
California
$3.96M +$21.6K +489 +0.5%
B
116
Bensler
Washington
$3.92M +$127K +2,885 +3%
XF
117
XML Financial
Maryland
$3.84M +$180K +4,087 +5%
IWM
118
IHT Wealth Management
Illinois
$3.71M +$86.9K +1,971 +2%
CA
119
CoreCap Advisors
Michigan
$3.66M +$3.06M +69,307 +506%
IP
120
Isthmus Partners
Wisconsin
$3.52M +$112K +2,542 +3%
CRI
121
Colonial River Investments
Virginia
$3.44M -$493K -11,181 -13%
GM
122
GeoWealth Management
Illinois
$3.44M -$734K -16,632 -18%
IF
123
Intrua Financial
Texas
$3.34M -$69.7K -1,580 -2%
GRP
124
Global Retirement Partners
California
$3.3M +$348K +7,296 +12%
LCM
125
LVM Capital Management
Michigan
$3.14M +$70.8K +1,606 +2%
3 4
5
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