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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

390 hedge funds and large institutions have $3.14B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 153 increasing their positions, 146 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+21
Holders Change %
+5.69%
% of All Funds
6.81%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.73%
New
37
Increased
153
Reduced
146
Closed
11
Calls
$15.8M
Puts
$11.7M
Net Calls
+$4.11M
Net Calls Change
+$1.76M

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$338M
2
BCM
2
Brookstone Capital Management
Illinois
$47.2M
3
LPL Financial
3
LPL Financial
California
$270M
4
CAN
4
Cetera Advisor Networks
California
$17.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$133M

Top Sellers

1
VFA
1
Voya Financial Advisors
Connecticut
$0
2
AIC
2
Ameritas Investment Company
Nebraska
$226K
3
Belvedere Trading
3
Belvedere Trading
Illinois
$0
4
GWM
4
Geneos Wealth Management
Colorado
$5.2M
5
AAS
5
Annex Advisory Services
Wisconsin
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
151
Asset Dedication LLC
California
$1.83M +$65.4K +1,235 +4%
FFN
152
Focus Financial Network
Minnesota
$1.83M -$14.5K -273 -0.8%
FHC
153
First Heartland Consultants
Missouri
$1.8M +$103K +1,938 +6%
SFP
154
Strategic Financial Planning
Texas
$1.79M -$241K -4,553 -12%
WWM
155
Western Wealth Management
Colorado
$1.77M +$1.29M +24,452 +272%
DSN
156
D. Scott Neal
Kentucky
$1.76M – – –
AWMG
157
Alliance Wealth Management Group
New Jersey
$1.7M -$53.1K -1,002 -3%
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$1.67M +$1.67M +31,497 New
Royal Bank of Canada
159
Royal Bank of Canada
Ontario, Canada
$1.66M -$106K -1,999 -6%
ACM
160
Advisors Capital Management
New Jersey
$1.65M -$82.3K -1,554 -5%
BFS
161
Bickling Financial Services
Massachusetts
$1.65M -$7.29M -137,620 -82%
JWA
162
JFS Wealth Advisors
Pennsylvania
$1.57M -$113K -2,140 -7%
IF
163
Intrua Financial
Texas
$1.55M -$926K -16,908 -37%
FIM
164
Fernwood Investment Management
Massachusetts
$1.55M +$88.8K +1,677 +6%
CA
165
Calton & Associates
Florida
$1.55M +$18.4K +348 +1%
NWM
166
Northwest Wealth Management
Iowa
$1.52M -$12.4K -235 -0.8%
WP
167
WealthPLAN Partners
Nebraska
$1.47M +$79.5K +1,451 +6%
CSPAM
168
Cary Street Partners Asset Management
Virginia
$1.42M +$62K +1,171 +5%
MSAM
169
Moloney Securities Asset Management
Missouri
$1.41M -$15.1K -286 -1%
SPAS
170
Spectrum Planning & Advisory Services
California
$1.4M -$37.7K -712 -3%
FHA
171
Flagship Harbor Advisors
Massachusetts
$1.4M +$130K +2,456 +10%
SB
172
Strategic Blueprint
Georgia
$1.39M -$80K -1,511 -5%
SWM
173
Spire Wealth Management
Virginia
$1.38M -$56.4K -1,064 -4%
AFS
174
Annapolis Financial Services
Maryland
$1.37M – – –
CAC
175
Certified Advisory Corp
Florida
$1.35M +$58.9K +1,112 +5%
5 6
7
8 9