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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 %
ACA
126
Aptus Capital Advisors
Alabama
$2.9M -$1.03M -19,465 -26%
AWMS
127
Advocacy Wealth Management Services
Georgia
$2.87M – – –
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
$2.75M +$201K +3,793 +8%
PPA
129
Parametric Portfolio Associates
Washington
$2.69M -$5.62K -106 -0.2%
SFG
130
SNS Financial Group
Minnesota
$2.69M -$952K -17,973 -26%
AF
131
Aldebaran Financial
$2.55M -$11.5K -217 -0.4%
Goldman Sachs
132
Goldman Sachs
New York
$2.53M +$24.2K +457 +1%
CFGF
133
Compass Financial Group (Florida)
Florida
$2.52M -$12.2K -230 -0.5%
CWM
134
Cabot Wealth Management
Massachusetts
$2.45M +$149K +2,812 +6%
OPWM
135
Oakwell Private Wealth Management
Texas
$2.36M -$333K -6,282 -12%
CI
136
CX Institutional
Indiana
$2.31M -$126K -2,372 -5%
ECA
137
Elevated Capital Advisors
Utah
$2.29M +$2.29M +43,255 New
USCWA
138
U.S. Capital Wealth Advisors
Texas
$2.23M +$2.23M +42,009 New
AssetMark Inc
139
AssetMark Inc
California
$2.09M -$253K -4,783 -11%
PFGIA
140
Patriot Financial Group Insurance Agency
Massachusetts
$2.08M -$35.2K -665 -2%
FDS
141
Freedom Day Solutions
Texas
$2.06M +$1.28M +24,253 +165%
NFG
142
Next Financial Group
Texas
$2.03M +$76.3K +1,440 +4%
TCM
143
Towercrest Capital Management
Pennsylvania
$2.01M -$43.3K -818 -2%
WCM
144
Wealthcare Capital Management
Virginia
$2.01M -$14.8K -280 -0.7%
FHC
145
First Heartland Consultants
Missouri
$2.01M +$206K +3,892 +11%
WFPG
146
Waller Financial Planning Group
Ohio
$1.99M -$62.9K -1,188 -3%
RC
147
Roundview Capital
New Jersey
$1.97M +$131K +2,472 +7%
SWA
148
Stratos Wealth Advisors
Ohio
$1.93M -$10.1K -191 -0.5%
DT
149
Daniels + Tansey
Delaware
$1.87M – – –
BCB
150
Brian C. Broderick
$1.86M – – –
4 5
6
7 8