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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 %
VCM
176
Virtue Capital Management
Tennessee
$1.3M +$143K +2,706 +12%
CCM
177
Crew Capital Management
Ohio
$1.3M +$361K +6,809 +38%
Renaissance Technologies
178
Renaissance Technologies
New York
$1.3M +$37.1K +700 +3%
CAC
179
Certified Advisory Corp
Florida
$1.3M -$52.6K -992 -4%
CGFA
180
Colton Groome Financial Advisors
North Carolina
$1.3M +$184K +3,474 +17%
FWM
181
FSA Wealth Management
Massachusetts
$1.29M -$41.3K -779 -3%
SPAS
182
Spectrum Planning & Advisory Services
California
$1.29M -$109K -2,048 -8%
NAG
183
Northstar Advisory Group
New Jersey
$1.29M +$1.29M +24,290 New
GT
184
Glenview Trust
Kentucky
$1.27M +$49.1K +926 +4%
AFS
185
Annapolis Financial Services
Maryland
$1.27M -$99.6K -1,880 -7%
PWM
186
Prentice Wealth Management
New York
$1.26M -$3.98K -75 -0.3%
ATPW
187
Ashton Thomas Private Wealth
Arizona
$1.26M +$67.5K +1,273 +6%
MML Investors Services
188
MML Investors Services
Massachusetts
$1.25M -$59.8K -1,128 -5%
QA
189
Quantitative Advantage
Minnesota
$1.25M +$43.4K +820 +4%
JIC
190
JRM Investment Counsel
Nebraska
$1.24M -$36.1K -682 -3%
TCM
191
Telos Capital Management
California
$1.23M -$3.6K -68 -0.3%
RPSA
192
Richard P. Slaughter Associates
Texas
$1.23M +$71.2K +1,344 +6%
DI
193
DAGCO Inc
Ohio
$1.17M +$39.6K +748 +3%
WFA
194
Wade Financial Advisory
California
$1.15M -$75.3K -1,421 -6%
Stifel Financial
195
Stifel Financial
Missouri
$1.12M +$23.2K +437 +2%
GRP
196
Global Retirement Partners
California
$1.12M +$66.4K +1,253 +6%
TCM
197
Triumph Capital Management
Colorado
$1.09M +$78.2K +1,476 +8%
SA
198
Stewardship Advisors
Pennsylvania
$1.08M -$1.68M -31,755 -61%
Koshinski Asset Management
199
Koshinski Asset Management
Illinois
$1.07M +$376K +7,088 +54%
IA
200
Insight Advisors
Pennsylvania
$1.06M -$19K -331 -2%
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