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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

397 hedge funds and large institutions have $2.89B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 152 increasing their positions, 148 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+7
Holders Change %
+1.79%
% of All Funds
6.97%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.79%
New
38
Increased
152
Reduced
148
Closed
23
Calls
$8.95M
Puts
$40.4M
Net Calls
-$31.4M
Net Calls Change
-$35.5M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$174M
2
LPL Financial
2
LPL Financial
California
$300M
3
PFA
3
Professional Financial Advisors
Nebraska
$46.1M
4
BHB
4
Bank Hapoalim BM
Israel
$10.6M
5
PAG
5
Private Advisor Group
New Jersey
$78.2M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$13.4M
2
ARC
2
Advisor Resource Council
Texas
$315K
3
AAS
3
Annex Advisory Services
Wisconsin
$110M
4
BCM
4
Brookstone Capital Management
Illinois
$41.2M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$43M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
151
Asset Dedication LLC
California
$1.83M -$6.94K -131 -0.4%
SFP
152
Strategic Financial Planning
Texas
$1.8M +$371 +7 +0%
FFN
153
Focus Financial Network
Minnesota
$1.78M -$51.8K -978 -3%
DSN
154
D. Scott Neal
Kentucky
$1.75M -$6.41K -121 -0.4%
Royal Bank of Canada
155
Royal Bank of Canada
Ontario, Canada
$1.68M +$20.6K +389 +1%
ACM
156
Advisors Capital Management
New Jersey
$1.68M +$22K +415 +1%
AWMG
157
Alliance Wealth Management Group
New Jersey
$1.67M -$23.9K -451 -1%
IF
158
Intrua Financial
Texas
$1.66M +$81.7K +1,461 +5%
BFS
159
Bickling Financial Services
Massachusetts
$1.65M -$1.96K -37 -0.1%
CA
160
Calton & Associates
Florida
$1.65M +$102K +1,929 +7%
MFA
161
McClarren Financial Advisors
Pennsylvania
$1.63M -$305K -5,753 -16%
FIM
162
Fernwood Investment Management
Massachusetts
$1.62M +$70.6K +1,333 +5%
WP
163
WealthPLAN Partners
Nebraska
$1.6M +$48.8K +846 +3%
JWA
164
JFS Wealth Advisors
Pennsylvania
$1.56M -$9.75K -184 -0.6%
EWA
165
EP Wealth Advisors
California
$1.49M +$259K +4,882 +21%
TWM
166
Trinity Wealth Management
Pennsylvania
$1.44M +$224K +4,224 +18%
AFP
167
Ausdal Financial Partners
Iowa
$1.42M +$817K +15,423 +136%
NWM
168
Northwest Wealth Management
Iowa
$1.41M -$105K -1,976 -7%
MSAM
169
Moloney Securities Asset Management
Missouri
$1.4M -$10.1K -191 -0.7%
FHA
170
Flagship Harbor Advisors
Massachusetts
$1.4M – – –
SWM
171
Spire Wealth Management
Virginia
$1.38M +$265 +5 +0%
CSPAM
172
Cary Street Partners Asset Management
Virginia
$1.37M -$46.5K -878 -3%
ECM
173
Exchange Capital Management
Michigan
$1.36M +$176K +3,323 +15%
SB
174
Strategic Blueprint
Georgia
$1.32M -$66.8K -1,261 -5%
FAIM
175
Financial Advocates Investment Management
Washington
$1.31M +$72.7K +1,371 +6%
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