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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

390 hedge funds and large institutions have $3.14B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 153 increasing their positions, 146 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+21
Holders Change %
+5.69%
% of All Funds
6.81%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.73%
New
37
Increased
153
Reduced
146
Closed
11
Calls
$15.8M
Puts
$11.7M
Net Calls
+$4.11M
Net Calls Change
+$1.76M

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$338M
2
BCM
2
Brookstone Capital Management
Illinois
$47.2M
3
LPL Financial
3
LPL Financial
California
$270M
4
CAN
4
Cetera Advisor Networks
California
$17.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$133M

Top Sellers

1
VFA
1
Voya Financial Advisors
Connecticut
$0
2
AIC
2
Ameritas Investment Company
Nebraska
$226K
3
Belvedere Trading
3
Belvedere Trading
Illinois
$0
4
GWM
4
Geneos Wealth Management
Colorado
$5.2M
5
AAS
5
Annex Advisory Services
Wisconsin
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
201
IHT Wealth Management
Illinois
$1.03M -$562K -10,612 -35%
TCM
202
Triumph Capital Management
Colorado
$1.02M +$1.02M +19,043 New
DA
203
Detalus Advisors
Missouri
$1.02M +$78.5K +1,482 +8%
IA
204
Insight Advisors
Pennsylvania
$1.01M -$105K -1,939 -9%
WCWM
205
Wooster Corthell Wealth Management
Connecticut
$980K -$38K -717 -4%
BMD
206
Better Money Decisions
New Mexico
$979K -$2.23K -42 -0.2%
MWM
207
MBE Wealth Management
Wisconsin
$956K -$4.44M -83,889 -82%
CCM
208
Crew Capital Management
Ohio
$939K +$43.9K +828 +5%
FHA
209
First Horizon Advisors
Tennessee
$932K – – –
BWP
210
Bernardo Wealth Planning
Pennsylvania
$932K +$2.01K +38 +0.2%
SWM
211
Sanctuary Wealth Management
Idaho
$920K -$214K -4,041 -19%
CFAM
212
Center For Asset Management
Florida
$915K +$210K +3,966 +30%
Fidelity Investments
213
Fidelity Investments
Massachusetts
$878K +$388K +7,322 +79%
WOSD
214
WFA of San Diego
California
$867K +$124K +2,347 +17%
SFM
215
Signet Financial Management
New Jersey
$865K -$17.8K -336 -2%
PG
216
Prostatis Group
Maryland
$862K -$60.7K -1,145 -7%
PWM
217
Penobscot Wealth Management
Maine
$834K +$834K +15,746 New
WAS
218
Wealth Advisory Solutions
Indiana
$822K -$12.7K -240 -2%
SFS
219
Sowell Financial Services
Arkansas
$796K +$25.2K +475 +3%
PWMG
220
Pinnacle Wealth Management Group
Michigan
$794K +$794K +14,992 New
CPIG
221
Chicago Partners Investment Group
Illinois
$779K +$779K +14,339 New
FDS
222
Freedom Day Solutions
Texas
$778K +$778K +14,686 New
ODCM
223
Old Dominion Capital Management
Virginia
$745K -$3.18K -60 -0.4%
ASW
224
Astoria Strategic Wealth
Texas
$741K +$41.1K +766 +6%
B
225
Bridgeworth
Alabama
$734K +$14.5K +274 +2%
7 8
9
10 11