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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 %
FCM
176
Fourpath Capital Management
Oklahoma
$1.87M -$164K -2,951 -8%
DSN
177
D. Scott Neal
Kentucky
$1.86M +$26.3K +474 +1%
FIM
178
Fernwood Investment Management
Massachusetts
$1.84M +$76.6K +1,378 +4%
DT
179
Daniels + Tansey
Delaware
$1.82M -$142K -2,563 -7%
FHC
180
First Heartland Consultants
Missouri
$1.82M -$256K -4,599 -12%
WFA
181
Wade Financial Advisory
California
$1.78M +$618K +11,129 +53%
JWA
182
JFS Wealth Advisors
Pennsylvania
$1.78M +$24.1K +433 +1%
CA
183
Calton & Associates
Florida
$1.78M -$26.4K -475 -1%
IF
184
Intrua Financial
Texas
$1.69M -$196K -3,521 -10%
MFA
185
McClarren Financial Advisors
Pennsylvania
$1.69M +$3.56K +64 +0.2%
RJA
186
Raymond James & Associates
Florida
$1.68M +$628K +11,288 +60%
BCB
187
Brian C. Broderick
$1.67M -$200K -3,600 -11%
CGFA
188
Colton Groome Financial Advisors
North Carolina
$1.64M +$184K +3,317 +13%
AWMG
189
Alliance Wealth Management Group
New Jersey
$1.63M -$140K -2,522 -8%
BFS
190
Bickling Financial Services
Massachusetts
$1.63M -$102K -1,837 -6%
MFA
191
Morling Financial Advisors
California
$1.63M -$141K -2,533 -8%
QA
192
Quantitative Advantage
Minnesota
$1.57M +$117K +2,108 +8%
CCM
193
Crew Capital Management
Ohio
$1.57M +$4.89K +88 +0.3%
SFG
194
SNS Financial Group
Minnesota
$1.56M -$1.15M -20,758 -42%
FFG
195
Ford Financial Group
California
$1.54M +$1.34M +24,136 +677%
WAS
196
Wealth Advisory Solutions
Indiana
$1.52M +$1.52M +27,361 New
TCM
197
Triumph Capital Management
Colorado
$1.51M +$314K +5,645 +26%
RBC
198
Roble Belko & Company
Pennsylvania
$1.51M +$596K +10,730 +65%
LA
199
LexAurum Advisors
Kansas
$1.49M -$11.5M -206,352 -89%
NWM
200
Northwest Wealth Management
Iowa
$1.49M -$43.7K -786 -3%
6 7
8
9 10