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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

456 hedge funds and large institutions have $3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 175 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-8
Holders Change %
-1.72%
% of All Funds
7.71%
Holding in Top 10
53
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.62%
% of All Funds
0.9%
New
40
Increased
175
Reduced
170
Closed
42
Calls
$4.02M
Puts
–
Net Calls
+$4.02M
Net Calls Change
+$28.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$55.8M
2
VAG
VisionPoint Advisory Group
Texas
$38.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$49.3M
4
BL
Balentine LLC
Georgia
$27.4M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$65.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$290M
2
CIAS
CFS Investment Advisory Services
New Jersey
$368K
3
Wells Fargo
Wells Fargo
California
$60.3M
4
AIM
Astor Investment Management
Illinois
$32.1M
5
Ameriprise
Ameriprise
Minnesota
$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
176
Towercrest Capital Management
Pennsylvania
$1.56M -$7.49K -161 -0.5%
DT
177
Daniels + Tansey
Delaware
$1.52M – – –
FTUS
178
Flow Traders U.S.
New York
$1.5M +$1.5M +32,347 New
Simplex Trading
179
Simplex Trading
Illinois
$1.5M -$274K -5,899 -15%
WFA
180
Wade Financial Advisory
California
$1.49M -$4.6K -99 -0.3%
HI
181
Harbour Investments
Wisconsin
$1.49M +$1.49M +31,985 New
JWA
182
JFS Wealth Advisors
Pennsylvania
$1.48M -$9.67K -208 -0.7%
OPWM
183
Oakwell Private Wealth Management
Texas
$1.47M -$536K -11,536 -27%
CA
184
Calton & Associates
Florida
$1.44M -$41.9K -901 -3%
BSW
185
Buckingham Strategic Wealth
Missouri
$1.44M +$1.13M +24,405 +373%
CGFA
186
Colton Groome Financial Advisors
North Carolina
$1.43M +$62.9K +1,354 +5%
BCB
187
Brian C. Broderick
$1.39M – – –
CWM
188
Collaborative Wealth Management
Florida
$1.39M +$1.39M +29,931 New
AssetMark Inc
189
AssetMark Inc
California
$1.38M -$1.2M -25,800 -46%
ACA
190
Aptus Capital Advisors
Alabama
$1.37M -$1.65M -35,411 -55%
AFS
191
Annapolis Financial Services
Maryland
$1.37M -$205K -4,414 -13%
BFS
192
Bickling Financial Services
Massachusetts
$1.37M +$2.28K +49 +0.2%
AWMG
193
Alliance Wealth Management Group
New Jersey
$1.36M -$7.39K -159 -0.5%
MFA
194
Morling Financial Advisors
California
$1.35M -$13.3K -287 -1%
QA
195
Quantitative Advantage
Minnesota
$1.35M +$33.7K +725 +3%
JCA
196
January Capital Advisors
California
$1.33M – – –
TCM
197
Triumph Capital Management
Colorado
$1.32M +$58.6K +1,261 +5%
JGCM
198
Joseph Group Capital Management
Ohio
$1.32M +$112K +2,400 +9%
WAS
199
Wealth Advisory Solutions
Indiana
$1.3M +$25.9K +556 +2%
NWM
200
Northwest Wealth Management
Iowa
$1.29M +$45.6K +982 +4%
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