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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

464 hedge funds and large institutions have $3.59B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-3
Holders Change %
-0.64%
% of All Funds
7.34%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
0.92%
New
39
Increased
184
Reduced
171
Closed
35
Calls
$11.2M
Puts
$35.2M
Net Calls
-$24M
Net Calls Change
-$3.04M

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$95M
2
LPL Financial
2
LPL Financial
California
$411M
3
Ameriprise
3
Ameriprise
Minnesota
$48.7M
4
BFG
4
Barber Financial Group
Kansas
$82.9M
5
SWP
5
Stratos Wealth Partners
Ohio
$30M

Top Sellers

1
CI
1
Cigna Investments
Connecticut
$0
2
FQ
2
First Quadrant
California
$0
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$12.1M
4
ARC
4
Advisor Resource Council
Texas
$0
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$7.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
126
Benedetti & Gucer
Georgia
$3.63M -$224K -4,027 -6%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$3.63M +$3.38M +60,755 +1,338%
ACA
128
Aptus Capital Advisors
Alabama
$3.61M +$209K +3,756 +6%
FDS
129
Freedom Day Solutions
Texas
$3.56M +$586K +10,540 +20%
CRI
130
Colonial River Investments
Virginia
$3.5M +$1.44M +25,986 +70%
LCM
131
LVM Capital Management
Michigan
$3.21M – – –
AWM
132
Avior Wealth Management
Nebraska
$3.18M – – –
RMAM
133
Raab & Moskowitz Asset Management
New Jersey
$3.1M -$182K -3,284 -6%
AssetMark Inc
134
AssetMark Inc
California
$3.09M +$640K +11,508 +26%
ACK
135
Andrew C. Karlinski
$3.08M +$340K +6,126 +12%
WWM
136
Wiser Wealth Management
Georgia
$3.05M -$9.06K -163 -0.3%
OPS
137
Orion Portfolio Solutions
Nebraska
$3.04M -$98.6K -1,773 -3%
AR
138
Apeiron RIA
Texas
$3.02M -$8.33K -151 -0.3%
AWMS
139
Advocacy Wealth Management Services
Georgia
$3.02M – – –
JSL
140
JT Stratford LLC
Georgia
$3.01M -$612K -11,011 -17%
MWM
141
McNaughton Wealth Management
California
$2.96M -$236K -4,238 -7%
CA
142
CGN Advisors
Kansas
$2.95M -$330K -5,938 -10%
SA
143
Shilanski & Associates
Alaska
$2.95M -$116K -2,081 -4%
AWS
144
Atria Wealth Solutions
New York
$2.92M +$2.92M +52,447 New
ACM
145
Advisors Capital Management
New Jersey
$2.85M +$163K +2,932 +6%
ECA
146
Elevated Capital Advisors
Utah
$2.85M +$2.85M +51,266 New
GRP
147
Global Retirement Partners
California
$2.84M +$2.84M +58,450 New
CWM
148
Cabot Wealth Management
Massachusetts
$2.77M +$159K +2,865 +6%
PSUF
149
People's United Financial
Connecticut
$2.76M -$211K -3,805 -7%
IWC
150
Integrated Wealth Concepts
Massachusetts
$2.72M -$71.1K -1,280 -3%
4 5
6
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