SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

456 hedge funds and large institutions have $3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 175 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-8
Holders Change %
-1.72%
% of All Funds
7.71%
Holding in Top 10
53
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.62%
% of All Funds
0.9%
New
40
Increased
175
Reduced
170
Closed
42
Calls
$4.02M
Puts
–
Net Calls
+$4.02M
Net Calls Change
+$28.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$55.8M
2
VAG
VisionPoint Advisory Group
Texas
$38.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$49.3M
4
BL
Balentine LLC
Georgia
$27.4M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$65.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$290M
2
CIAS
CFS Investment Advisory Services
New Jersey
$368K
3
Wells Fargo
Wells Fargo
California
$60.3M
4
AIM
Astor Investment Management
Illinois
$32.1M
5
Ameriprise
Ameriprise
Minnesota
$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$3.25M -$4.6K -99 -0.1%
LCM
127
LVM Capital Management
Michigan
$3.24M +$552K +11,870 +21%
NAS
128
Nicolet Advisory Services
Wisconsin
$3.22M -$185K -3,865 -5%
DWM
129
Doyle Wealth Management
Florida
$3.21M +$48.2K +1,038 +2%
AWA
130
ARQ Wealth Advisors
Arizona
$3.13M +$55.3K +1,189 +2%
CA
131
CGN Advisors
Kansas
$2.89M +$423K +9,111 +17%
GRP
132
Global Retirement Partners
California
$2.87M +$153K +3,297 +6%
OWA
133
Outlook Wealth Advisors
Texas
$2.87M -$871K -18,743 -23%
WEG
134
World Equity Group
Illinois
$2.86M -$1.96M -42,096 -41%
BAM
135
Belpointe Asset Management
Nevada
$2.84M -$7.08M -152,343 -71%
AFP
136
Ausdal Financial Partners
Iowa
$2.77M +$2.77M +59,478 New
OPS
137
Orion Portfolio Solutions
Nebraska
$2.69M +$149K +3,216 +6%
AWM
138
Avior Wealth Management
Nebraska
$2.66M – – –
RC
139
Roundview Capital
New Jersey
$2.61M +$523K +11,250 +25%
JSL
140
JT Stratford LLC
Georgia
$2.6M +$80.7K +1,736 +3%
SA
141
Shilanski & Associates
Alaska
$2.58M +$111K +2,396 +5%
AWMS
142
Advocacy Wealth Management Services
Georgia
$2.52M – – –
WWM
143
Wiser Wealth Management
Georgia
$2.47M -$83K -1,786 -3%
ECM
144
Exchange Capital Management
Michigan
$2.4M +$126K +2,713 +6%
ACM
145
Advisors Capital Management
New Jersey
$2.37M -$15.6K -336 -0.7%
Bank of New York Mellon
146
Bank of New York Mellon
New York
$2.37M -$794K -17,072 -25%
CWM
147
Cabot Wealth Management
Massachusetts
$2.35M +$35.3K +759 +2%
IWC
148
Integrated Wealth Concepts
Massachusetts
$2.29M +$12.3K +265 +0.5%
RMAM
149
Raab & Moskowitz Asset Management
New Jersey
$2.27M -$322K -6,937 -12%
Goldman Sachs
150
Goldman Sachs
New York
$2.27M +$2.27M +48,769 New
4 5
6
7 8