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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 %
DWM
126
Doyle Wealth Management
Florida
$4M +$12.5K +213 +0.3%
JSL
127
JT Stratford LLC
Georgia
$3.81M +$248K +4,244 +7%
MWC
128
MBM Wealth Consultants
Missouri
$3.67M +$25.1K +429 +0.7%
ACA
129
Aptus Capital Advisors
Alabama
$3.57M +$371K +6,349 +12%
ASN
130
Advisory Services Network
Georgia
$3.56M +$127K +2,171 +4%
CWM
131
Cornerstone Wealth Management
Missouri
$3.48M -$441K -7,555 -11%
RMAM
132
Raab & Moskowitz Asset Management
New Jersey
$3.46M -$110K -1,888 -3%
CA
133
CGN Advisors
Kansas
$3.45M +$97.8K +1,673 +3%
LCM
134
LVM Capital Management
Michigan
$3.38M -$173K -2,964 -5%
AWM
135
Avior Wealth Management
Nebraska
$3.34M – – –
OPS
136
Orion Portfolio Solutions
Nebraska
$3.3M +$67K +1,146 +2%
MWM
137
McNaughton Wealth Management
California
$3.3M +$13.7K +238 +0.4%
SA
138
Shilanski & Associates
Alaska
$3.22M -$46.3K -793 -1%
WWM
139
Wiser Wealth Management
Georgia
$3.22M -$127K -2,165 -4%
AR
140
Apeiron RIA
Texas
$3.21M +$3.21M +54,889 New
AWMS
141
Advocacy Wealth Management Services
Georgia
$3.16M – – –
FDS
142
Freedom Day Solutions
Texas
$3.13M +$851K +14,560 +37%
PSUF
143
People's United Financial
Connecticut
$3.13M -$277K -4,745 -8%
AWA
144
ARQ Wealth Advisors
Arizona
$2.97M -$666K -11,389 -18%
IWC
145
Integrated Wealth Concepts
Massachusetts
$2.93M -$607K -10,378 -17%
ACK
146
Andrew C. Karlinski
$2.88M +$2.88M +49,343 New
SFG
147
SNS Financial Group
Minnesota
$2.86M -$103K -1,767 -3%
ACM
148
Advisors Capital Management
New Jersey
$2.83M +$981K +16,773 +53%
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
$2.82M -$210K -3,586 -7%
AFG
150
Affinia Financial Group
Massachusetts
$2.8M -$149K -2,655 -5%
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6
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