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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

464 hedge funds and large institutions have $3.59B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-3
Holders Change %
-0.64%
% of All Funds
7.34%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
0.92%
New
39
Increased
184
Reduced
171
Closed
35
Calls
$11.2M
Puts
$35.2M
Net Calls
-$24M
Net Calls Change
-$3.04M

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$95M
2
LPL Financial
2
LPL Financial
California
$411M
3
Ameriprise
3
Ameriprise
Minnesota
$48.7M
4
BFG
4
Barber Financial Group
Kansas
$82.9M
5
SWP
5
Stratos Wealth Partners
Ohio
$30M

Top Sellers

1
CI
1
Cigna Investments
Connecticut
$0
2
FQ
2
First Quadrant
California
$0
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$12.1M
4
ARC
4
Advisor Resource Council
Texas
$0
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$7.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
151
Exchange Capital Management
Michigan
$2.71M +$90.9K +1,636 +3%
AF
152
Aldebaran Financial
$2.54M -$106K -1,915 -4%
CFGF
153
Compass Financial Group (Florida)
Florida
$2.5M -$117K -2,107 -4%
RC
154
Roundview Capital
New Jersey
$2.5M +$345K +6,211 +16%
AFG
155
Affinia Financial Group
Massachusetts
$2.43M -$308K -5,627 -11%
BPA
156
Beacon Pointe Advisors
California
$2.42M +$2.19M +39,358 +947%
OPWM
157
Oakwell Private Wealth Management
Texas
$2.4M – – –
USCWA
158
U.S. Capital Wealth Advisors
Texas
$2.34M – – –
TA
159
TKG Advisors
Indiana
$2.28M +$235K +4,233 +12%
VCM
160
Virtue Capital Management
Tennessee
$2.28M +$835K +15,016 +58%
Citadel Advisors
161
Citadel Advisors
Florida
$2.16M +$617K +11,097 +40%
SFP
162
Strategic Financial Planning
Texas
$2.13M -$7.5K -135 -0.4%
Jane Street
163
Jane Street
New York
$2.12M +$935K +16,819 +79%
Simplex Trading
164
Simplex Trading
Illinois
$2.12M +$163K +2,936 +8%
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$2.1M -$69.4K -1,249 -3%
BC
166
Brio Consultants
California
$2.1M +$1.68M +30,291 +408%
WCM
167
Wealthcare Capital Management
Virginia
$2.05M +$64.4K +1,159 +3%
FAIM
168
Financial Advocates Investment Management
Washington
$2.04M +$154K +2,763 +8%
FWM
169
Fingerlakes Wealth Management
New York
$2.02M +$25.8K +465 +1%
TWM
170
Trinity Wealth Management
Pennsylvania
$1.97M +$165K +2,964 +9%
WFPG
171
Waller Financial Planning Group
Ohio
$1.91M -$124K -2,239 -6%
ADL
172
Asset Dedication LLC
California
$1.9M -$7.46K -134 -0.4%
GLA
173
Good Life Advisors
Pennsylvania
$1.9M +$686K +12,335 +57%
AFS
174
Annapolis Financial Services
Maryland
$1.88M +$484K +8,700 +35%
TCM
175
Towercrest Capital Management
Pennsylvania
$1.87M -$144K -2,585 -7%
5 6
7
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