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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

467 hedge funds and large institutions have $3.65B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 186 increasing their positions, 129 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+70
Holders Change %
+17.63%
% of All Funds
7.21%
Holding in Top 10
61
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+35.56%
% of All Funds
0.94%
New
95
Increased
186
Reduced
129
Closed
18
Calls
$868K
Puts
$21.9M
Net Calls
-$21M
Net Calls Change
+$10.4M

Top Buyers

1
CI
1
Cigna Investments
Connecticut
$63.9M
2
LPL Financial
2
LPL Financial
California
$382M
3
ARC
3
Advisor Resource Council
Texas
$19.9M
4
SF
4
Symphony Financial
Texas
$12.9M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$13.8M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$2.39M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$161M
3
BCM
3
Brookstone Capital Management
Illinois
$35.4M
4
K
4
Kemper
Illinois
$9.04M
5
AAS
5
Annex Advisory Services
Wisconsin
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Aldebaran Financial
$2.78M -$34K -582 -1%
ECM
152
Exchange Capital Management
Michigan
$2.76M +$1.26M +21,549 +84%
CFGF
153
Compass Financial Group (Florida)
Florida
$2.76M -$19K -325 -0.7%
CWM
154
Cabot Wealth Management
Massachusetts
$2.74M +$41.3K +706 +2%
WWM
155
Western Wealth Management
Colorado
$2.61M +$2.61M +44,653 New
NFG
156
Next Financial Group
Texas
$2.57M +$333K +5,699 +15%
AssetMark Inc
157
AssetMark Inc
California
$2.57M +$274K +4,681 +12%
OPWM
158
Oakwell Private Wealth Management
Texas
$2.52M -$81.2K -1,390 -3%
CI
159
CX Institutional
Indiana
$2.49M -$55.4K -947 -2%
AFP
160
Ausdal Financial Partners
Iowa
$2.46M +$899K +15,383 +57%
USCWA
161
U.S. Capital Wealth Advisors
Texas
$2.46M – – –
BCI
162
Brinker Capital Investments
Pennsylvania
$2.39M -$45.1M -770,934 -95%
Renaissance Technologies
163
Renaissance Technologies
New York
$2.39M +$953K +16,300 +67%
HI
164
Harbour Investments
Wisconsin
$2.29M -$3.14M -53,774 -58%
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$2.28M -$10.3K -177 -0.5%
RC
166
Roundview Capital
New Jersey
$2.27M +$94.7K +1,620 +4%
SFP
167
Strategic Financial Planning
Texas
$2.25M +$268K +4,586 +14%
FFN
168
Focus Financial Network
Minnesota
$2.18M +$214K +3,653 +11%
SWA
169
Stratos Wealth Advisors
Ohio
$2.17M +$32.7K +560 +2%
CRI
170
Colonial River Investments
Virginia
$2.16M +$2.16M +36,933 New
TA
171
TKG Advisors
Indiana
$2.15M +$2.15M +36,778 New
WFPG
172
Waller Financial Planning Group
Ohio
$2.14M -$54.1K -925 -2%
FCM
173
Fourpath Capital Management
Oklahoma
$2.13M +$2.13M +36,518 New
TCM
174
Towercrest Capital Management
Pennsylvania
$2.12M -$96.8K -1,656 -4%
FWM
175
Fingerlakes Wealth Management
New York
$2.1M +$2.1M +35,857 New
5 6
7
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