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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

397 hedge funds and large institutions have $2.89B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 152 increasing their positions, 148 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+7
Holders Change %
+1.79%
% of All Funds
6.97%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.79%
New
38
Increased
152
Reduced
148
Closed
23
Calls
$8.95M
Puts
$40.4M
Net Calls
-$31.4M
Net Calls Change
-$35.5M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$174M
2
LPL Financial
2
LPL Financial
California
$300M
3
PFA
3
Professional Financial Advisors
Nebraska
$46.1M
4
BHB
4
Bank Hapoalim BM
Israel
$10.6M
5
PAG
5
Private Advisor Group
New Jersey
$78.2M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$13.4M
2
ARC
2
Advisor Resource Council
Texas
$315K
3
AAS
3
Annex Advisory Services
Wisconsin
$110M
4
BCM
4
Brookstone Capital Management
Illinois
$41.2M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$43M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
201
Managed Account Services
Florida
$1.04M +$2.28K +43 +0.2%
DA
202
Detalus Advisors
Missouri
$1.02M +$1.33K +25 +0.1%
WOSD
203
WFA of San Diego
California
$991K +$123K +2,331 +14%
IWM
204
IHT Wealth Management
Illinois
$985K -$41.7K -786 -4%
BMD
205
Better Money Decisions
New Mexico
$982K +$2.65K +50 +0.3%
WCWM
206
Wooster Corthell Wealth Management
Connecticut
$975K -$4.71K -89 -0.5%
BWP
207
Bernardo Wealth Planning
Pennsylvania
$922K -$10.4K -197 -1%
FHA
208
First Horizon Advisors
Tennessee
$918K -$14.6K -275 -2%
APA
209
American Portfolios Advisors
New York
$907K -$1.99M -37,526 -69%
TC
210
Telemus Capital
Michigan
$903K +$199K +3,751 +28%
BSW
211
Buckingham Strategic Wealth
Missouri
$890K +$501K +9,455 +129%
CFAM
212
Center For Asset Management
Florida
$885K -$30.4K -574 -3%
Fidelity Investments
213
Fidelity Investments
Massachusetts
$862K -$16.5K -312 -2%
BF
214
BOK Financial
Oklahoma
$852K +$852K +16,084 New
MWM
215
MBE Wealth Management
Wisconsin
$850K -$106K -2,008 -11%
CPIG
216
Chicago Partners Investment Group
Illinois
$846K +$24K +419 +3%
WAS
217
Wealth Advisory Solutions
Indiana
$843K +$20.9K +394 +3%
RJA
218
Raymond James & Associates
Florida
$833K +$132K +2,491 +19%
PWM
219
Penobscot Wealth Management
Maine
$829K -$5.35K -101 -0.6%
PG
220
Prostatis Group
Maryland
$828K -$34.3K -647 -4%
SWM
221
Sanctuary Wealth Management
Idaho
$808K -$113K -2,132 -12%
CA
222
Cetera Advisors
Colorado
$757K +$329K +6,201 +77%
ODCM
223
Old Dominion Capital Management
Virginia
$745K – – –
SFM
224
Signet Financial Management
New Jersey
$741K -$125K -2,355 -14%
VWA
225
V Wealth Advisors
Kansas
$735K +$69.5K +1,313 +10%
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9
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