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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 %
FWM
176
FSA Wealth Management
Massachusetts
$1.33M -$92.2K -1,741 -6%
MML Investors Services
177
MML Investors Services
Massachusetts
$1.31M -$29K -547 -2%
GI
178
Glovista Investments
New Jersey
$1.31M +$53K +1,000 +4%
JIC
179
JRM Investment Counsel
Nebraska
$1.27M -$65.3K -1,234 -5%
PWM
180
Prentice Wealth Management
New York
$1.27M -$65.9K -1,245 -5%
Renaissance Technologies
181
Renaissance Technologies
New York
$1.26M +$196K +3,700 +18%
TCM
182
Telos Capital Management
California
$1.24M – – –
FAIM
183
Financial Advocates Investment Management
Washington
$1.24M +$128K +2,411 +12%
EWA
184
EP Wealth Advisors
California
$1.23M +$102K +1,922 +9%
GT
185
Glenview Trust
Kentucky
$1.22M +$1.22M +23,068 New
WFA
186
Wade Financial Advisory
California
$1.22M -$25.7K -485 -2%
TWM
187
Trinity Wealth Management
Pennsylvania
$1.22M +$276K +5,211 +29%
QA
188
Quantitative Advantage
Minnesota
$1.21M – – –
ATPW
189
Ashton Thomas Private Wealth
Arizona
$1.19M +$107K +2,016 +10%
ECM
190
Exchange Capital Management
Michigan
$1.18M +$210K +3,966 +22%
RPSA
191
Richard P. Slaughter Associates
Texas
$1.16M -$2.65K -50 -0.2%
VCM
192
Virtue Capital Management
Tennessee
$1.16M +$348K +6,575 +43%
DI
193
DAGCO Inc
Ohio
$1.13M +$80.4K +1,518 +8%
HR
194
Hayden Royal
North Carolina
$1.12M -$301K -5,674 -21%
CGFA
195
Colton Groome Financial Advisors
North Carolina
$1.11M +$142K +2,685 +15%
Jane Street
196
Jane Street
New York
$1.1M +$874K +16,496 +389%
Stifel Financial
197
Stifel Financial
Missouri
$1.1M – – –
CBT
198
Capital Bank & Trust
California
$1.08M -$139K -2,630 -11%
GRP
199
Global Retirement Partners
California
$1.05M +$865K +16,323 +469%
MAS
200
Managed Account Services
Florida
$1.03M +$103K +1,937 +11%
6 7
8
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