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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 %
WCM
176
Wealthcare Capital Management
Virginia
$2.09M -$130K -2,223 -6%
DT
177
Daniels + Tansey
Delaware
$2.07M – – –
JGCM
178
Joseph Group Capital Management
Ohio
$2.07M +$2.07M +35,333 New
Simplex Trading
179
Simplex Trading
Illinois
$2.06M +$2.06M +35,160 New
ADL
180
Asset Dedication LLC
California
$2.01M -$12.2K -208 -0.6%
Royal Bank of Canada
181
Royal Bank of Canada
Ontario, Canada
$2M +$151K +2,583 +8%
FAIM
182
Financial Advocates Investment Management
Washington
$1.99M +$545K +9,322 +38%
IF
183
Intrua Financial
Texas
$1.98M +$244K +4,177 +14%
CWM
184
Collaborative Wealth Management
Florida
$1.97M +$1.97M +33,752 New
BCB
185
Brian C. Broderick
$1.96M -$87.7K -1,500 -4%
DSN
186
D. Scott Neal
Kentucky
$1.93M – – –
TWM
187
Trinity Wealth Management
Pennsylvania
$1.9M +$303K +5,183 +19%
CA
188
Calton & Associates
Florida
$1.89M +$77K +1,317 +4%
AWMG
189
Alliance Wealth Management Group
New Jersey
$1.86M +$17.3K +296 +0.9%
MFA
190
Morling Financial Advisors
California
$1.86M +$1.86M +31,786 New
FIM
191
Fernwood Investment Management
Massachusetts
$1.86M +$69.8K +1,194 +4%
JWA
192
JFS Wealth Advisors
Pennsylvania
$1.84M +$120K +2,048 +7%
IWM
193
IHT Wealth Management
Illinois
$1.84M +$749K +12,819 +69%
BFS
194
Bickling Financial Services
Massachusetts
$1.82M +$2.75K +47 +0.2%
SSWM
195
Sheets Smith Wealth Management
North Carolina
$1.8M -$2.49M -42,593 -58%
MFA
196
McClarren Financial Advisors
Pennsylvania
$1.77M -$25.3K -434 -1%
SPI
197
Sutton Place Investors
New York
$1.66M +$1.66M +28,436 New
CCM
198
Crew Capital Management
Ohio
$1.64M +$207K +3,546 +14%
Citadel Advisors
199
Citadel Advisors
Florida
$1.62M +$919K +15,722 +130%
NWM
200
Northwest Wealth Management
Iowa
$1.61M +$50.4K +862 +3%
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