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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 %
SA
126
Shilanski & Associates
Alaska
$2.95M -$857K -16,185 -23%
OPS
127
Orion Portfolio Solutions
Nebraska
$2.95M +$21.3K +403 +0.7%
AFG
128
Affinia Financial Group
Massachusetts
$2.92M -$9.74K -180 -0.3%
APA
129
American Portfolios Advisors
New York
$2.89M +$2.08M +39,357 +257%
AWMS
130
Advocacy Wealth Management Services
Georgia
$2.87M -$371K -7,000 -11%
SA
131
Stewardship Advisors
Pennsylvania
$2.76M -$467K -8,810 -14%
PPA
132
Parametric Portfolio Associates
Washington
$2.7M -$6.83K -129 -0.3%
OPWM
133
Oakwell Private Wealth Management
Texas
$2.69M -$432K -8,153 -14%
AF
134
Aldebaran Financial
$2.57M -$380K -7,150 -13%
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$2.54M +$193K +3,640 +8%
CFGF
136
Compass Financial Group (Florida)
Florida
$2.53M -$1.54K -29 -0.1%
Goldman Sachs
137
Goldman Sachs
New York
$2.5M +$779K +14,709 +45%
CI
138
CX Institutional
Indiana
$2.44M -$791K -14,924 -25%
AssetMark Inc
139
AssetMark Inc
California
$2.34M +$536K +10,114 +30%
CWM
140
Cabot Wealth Management
Massachusetts
$2.3M +$158K +2,976 +7%
PFGIA
141
Patriot Financial Group Insurance Agency
Massachusetts
$2.11M -$38.6K -729 -2%
TCM
142
Towercrest Capital Management
Pennsylvania
$2.05M -$59.7K -1,126 -3%
WFPG
143
Waller Financial Planning Group
Ohio
$2.05M -$179K -3,383 -8%
WCM
144
Wealthcare Capital Management
Virginia
$2.02M -$15.2K -287 -0.7%
NFG
145
Next Financial Group
Texas
$1.96M +$225K +4,240 +13%
SWA
146
Stratos Wealth Advisors
Ohio
$1.94M +$62.2K +1,174 +3%
MFA
147
McClarren Financial Advisors
Pennsylvania
$1.94M -$382K -7,207 -16%
DT
148
Daniels + Tansey
Delaware
$1.92M – – –
BCB
149
Brian C. Broderick
$1.86M – – –
RC
150
Roundview Capital
New Jersey
$1.84M +$192K +3,631 +12%
4 5
6
7 8