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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

446 hedge funds and large institutions have $2.93B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 185 increasing their positions, 157 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
-10
Holders Change %
-2.19%
% of All Funds
7.71%
Holding in Top 10
57
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.55%
% of All Funds
0.99%
New
34
Increased
185
Reduced
157
Closed
37
Calls
$3.09M
Puts
$222K
Net Calls
+$2.86M
Net Calls Change
-$1.15M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$84.9M
2
PAG
2
Private Advisor Group
New Jersey
$99.9M
3
Ameriprise
3
Ameriprise
Minnesota
$48.1M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$84.5M
5
W
5
Wealthquest
Ohio
$11.9M

Top Sellers

1
BFG
1
Barber Financial Group
Kansas
$36M
2
ARC
2
Advisor Resource Council
Texas
$0
3
CW
3
CreativeOne Wealth
Kansas
$778K
4
IHWM
4
Iron Horse Wealth Management
Iowa
$101K
5
SCA
5
Snowden Capital Advisors
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
176
Asset Dedication LLC
California
$1.51M -$2.52K -57 -0.2%
CI
177
CX Institutional
Indiana
$1.5M +$11.9K +270 +0.8%
HI
178
Harbour Investments
Wisconsin
$1.49M – – –
BWFA
179
Baltimore-Washington Financial Advisors
Maryland
$1.46M +$1.46M +28,398 New
AFS
180
Annapolis Financial Services
Maryland
$1.45M +$153K +3,459 +12%
DT
181
Daniels + Tansey
Delaware
$1.45M – – –
WFA
182
Wade Financial Advisory
California
$1.4M -$11.7K -266 -0.8%
CA
183
Calton & Associates
Florida
$1.35M -$22.2K -503 -2%
FPAS
184
Focus Partners Advisor Solutions
Missouri
$1.34M +$551K +12,486 +70%
WAS
185
Wealth Advisory Solutions
Indiana
$1.34M +$105K +2,379 +9%
WIM
186
WealthPlan Investment Management
Nebraska
$1.33M +$1.33M +27,300 New
BCB
187
Brian C. Broderick
$1.32M – – –
QA
188
Quantitative Advantage
Minnesota
$1.32M +$45.4K +1,030 +4%
JGCM
189
Joseph Group Capital Management
Ohio
$1.32M +$66.9K +1,518 +5%
BFS
190
Bickling Financial Services
Massachusetts
$1.3M +$2.07K +47 +0.2%
JWA
191
JFS Wealth Advisors
Pennsylvania
$1.29M -$112K -2,538 -8%
GWSG
192
GPS Wealth Strategies Group
Colorado
$1.25M +$257K +5,825 +26%
EWM
193
Echo Wealth Management
Minnesota
$1.24M +$232K +4,973 +23%
TCM
194
Triumph Capital Management
Colorado
$1.23M -$29.3K -664 -2%
MFA
195
Morling Financial Advisors
California
$1.23M -$52.7K -1,194 -4%
NWM
196
Northwest Wealth Management
Iowa
$1.22M -$1.85K -42 -0.2%
AssetMark Inc
197
AssetMark Inc
California
$1.22M -$94.2K -2,136 -7%
BFG
198
Berger Financial Group
Minnesota
$1.19M +$447K +10,138 +60%
MFA
199
McClarren Financial Advisors
Pennsylvania
$1.19M +$1.19M +26,904 New
TCM
200
Towercrest Capital Management
Pennsylvania
$1.18M -$297K -6,740 -20%
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8
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