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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.

New
Increased
Maintained
Reduced
Closed
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 %
MA
151
MJP Associates
Connecticut
$2.08M +$7.85K +178 +0.4%
AF
152
Aldebaran Financial
$2.03M +$50.9K +1,143 +3%
AFG
153
Affinia Financial Group
Massachusetts
$1.97M +$19.9K +451 +1%
SPWM
154
Spartan Planning & Wealth Management
North Carolina
$1.97M +$218K +4,942 +12%
CFGF
155
Compass Financial Group (Florida)
Florida
$1.97M -$17.4K -394 -0.9%
RMAM
156
Raab & Moskowitz Asset Management
New Jersey
$1.92M -$238K -5,392 -11%
OPWM
157
Oakwell Private Wealth Management
Texas
$1.89M +$497K +11,265 +36%
USCWA
158
U.S. Capital Wealth Advisors
Texas
$1.88M – – –
TWM
159
Trinity Wealth Management
Pennsylvania
$1.87M +$289K +6,559 +18%
KW
160
KWB Wealth
California
$1.85M -$3.99M -90,476 -68%
TA
161
TKG Advisors
Indiana
$1.85M +$84.9K +1,925 +5%
GLA
162
Good Life Advisors
Pennsylvania
$1.84M +$269K +6,107 +17%
SPC
163
Sigma Planning Corp
Michigan
$1.8M +$16.2K +367 +0.9%
BPA
164
Beacon Pointe Advisors
California
$1.73M -$26.9K -610 -2%
Jane Street
165
Jane Street
New York
$1.72M +$1.72M +38,921 New
ECA
166
Elevated Capital Advisors
Utah
$1.71M +$1.71M +38,698 New
FWM
167
Fingerlakes Wealth Management
New York
$1.66M +$24.3K +550 +1%
SFP
168
Strategic Financial Planning
Texas
$1.6M -$141K -3,194 -8%
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$1.6M -$33.7K -765 -2%
Royal Bank of Canada
170
Royal Bank of Canada
Ontario, Canada
$1.6M -$10.2K -231 -0.6%
RFN
171
Redwood Financial Network
Ohio
$1.58M +$517K +11,713 +49%
SSWM
172
Sheets Smith Wealth Management
North Carolina
$1.58M +$75.2K +1,704 +5%
BSW
173
Buckingham Strategic Wealth
Missouri
$1.56M +$191K +4,325 +14%
FIM
174
Fernwood Investment Management
Massachusetts
$1.55M +$53.6K +1,214 +4%
AWM
175
Avior Wealth Management
Nebraska
$1.55M -$976K -22,136 -39%
5 6
7
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