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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

446 hedge funds and large institutions have $2.93B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 185 increasing their positions, 157 reducing their positions, and 37 closing their positions.

Holders
446
Holders Change
-10
Holders Change %
-2.19%
% of All Funds
7.71%
Holding in Top 10
57
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.55%
% of All Funds
0.99%
New
34
Increased
185
Reduced
157
Closed
37
Calls
$3.09M
Puts
$222K
Net Calls
+$2.86M
Net Calls Change
-$1.15M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$84.9M
2
PAG
2
Private Advisor Group
New Jersey
$99.9M
3
Ameriprise
3
Ameriprise
Minnesota
$48.1M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$84.5M
5
W
5
Wealthquest
Ohio
$11.9M

Top Sellers

1
BFG
1
Barber Financial Group
Kansas
$36M
2
ARC
2
Advisor Resource Council
Texas
$0
3
CW
3
CreativeOne Wealth
Kansas
$778K
4
IHWM
4
Iron Horse Wealth Management
Iowa
$101K
5
SCA
5
Snowden Capital Advisors
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$3.11M +$22.9K +519 +0.7%
AWA
127
ARQ Wealth Advisors
Arizona
$3.07M +$101K +2,281 +3%
IWC
128
Integrated Wealth Concepts
Massachusetts
$3.03M +$858K +19,459 +40%
DWM
129
Doyle Wealth Management
Florida
$2.95M -$104K -2,353 -3%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$2.93M -$471K -10,668 -14%
BG
131
Benedetti & Gucer
Georgia
$2.87M – – –
CA
132
CGN Advisors
Kansas
$2.85M +$110K +2,499 +4%
CWM
133
Collaborative Wealth Management
Florida
$2.76M +$1.44M +32,593 +109%
ECM
134
Exchange Capital Management
Michigan
$2.68M +$409K +9,271 +18%
RC
135
Roundview Capital
New Jersey
$2.67M +$191K +4,333 +8%
NAS
136
Nicolet Advisory Services
Wisconsin
$2.64M -$357K -8,033 -12%
OWA
137
Outlook Wealth Advisors
Texas
$2.61M -$111K -2,508 -4%
JSL
138
JT Stratford LLC
Georgia
$2.54M +$70.5K +1,597 +3%
AWMS
139
Advocacy Wealth Management Services
Georgia
$2.52M – – –
ACK
140
Andrew C. Karlinski
$2.51M -$749K -16,985 -23%
AR
141
Apeiron RIA
Texas
$2.51M -$15.5K -352 -0.6%
TWP
142
Tempus Wealth Planning
California
$2.51M +$2.03M +45,911 +420%
OPS
143
Orion Portfolio Solutions
Nebraska
$2.36M -$194K -4,390 -8%
WWM
144
Wiser Wealth Management
Georgia
$2.34M -$7.1K -161 -0.3%
CWM
145
Cabot Wealth Management
Massachusetts
$2.33M +$101K +2,283 +5%
CAL
146
Capital Analysts LLC
Pennsylvania
$2.32M +$1.47M +33,396 +173%
AWS
147
Atria Wealth Solutions
New York
$2.28M +$200K +4,535 +10%
Bank of New York Mellon
148
Bank of New York Mellon
New York
$2.15M -$97.4K -2,208 -4%
M&T Bank
149
M&T Bank
New York
$2.12M -$74.3K -1,685 -3%
MML Investors Services
150
MML Investors Services
Massachusetts
$2.09M +$568K +12,867 +37%
4 5
6
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