SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

467 hedge funds and large institutions have $3.65B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 186 increasing their positions, 129 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+70
Holders Change %
+17.63%
% of All Funds
7.21%
Holding in Top 10
61
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+35.56%
% of All Funds
0.94%
New
95
Increased
186
Reduced
129
Closed
18
Calls
$868K
Puts
$21.9M
Net Calls
-$21M
Net Calls Change
+$10.4M

Top Buyers

1
CI
1
Cigna Investments
Connecticut
$63.9M
2
LPL Financial
2
LPL Financial
California
$382M
3
ARC
3
Advisor Resource Council
Texas
$19.9M
4
SF
4
Symphony Financial
Texas
$12.9M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$13.8M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$2.39M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$161M
3
BCM
3
Brookstone Capital Management
Illinois
$35.4M
4
K
4
Kemper
Illinois
$9.04M
5
AAS
5
Annex Advisory Services
Wisconsin
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
201
WealthPLAN Partners
Nebraska
$1.56M +$33K +597 +2%
TFA
202
Triad Financial Advisors
North Carolina
$1.55M +$1.55M +26,489 New
CGFA
203
Colton Groome Financial Advisors
North Carolina
$1.53M +$96.8K +1,656 +7%
QA
204
Quantitative Advantage
Minnesota
$1.53M +$143K +2,455 +10%
MSAM
205
Moloney Securities Asset Management
Missouri
$1.52M -$19K -325 -1%
VCM
206
Virtue Capital Management
Tennessee
$1.52M +$80.9K +1,383 +6%
SPA
207
Shore Point Advisors
New Jersey
$1.51M +$1.51M +25,867 New
JIC
208
JRM Investment Counsel
Nebraska
$1.49M +$125K +2,136 +9%
LWAC
209
Laurel Wealth Advisors (California)
California
$1.48M +$1.48M +25,334 New
AFS
210
Annapolis Financial Services
Maryland
$1.47M +$73.7K +1,261 +5%
CSPAM
211
Cary Street Partners Asset Management
Virginia
$1.47M -$43.4K -743 -3%
EWA
212
EP Wealth Advisors
California
$1.44M -$202K -3,456 -12%
SB
213
Strategic Blueprint
Georgia
$1.44M -$13.9K -238 -1%
CAC
214
Certified Advisory Corp
Florida
$1.44M +$5.38K +92 +0.4%
SPAS
215
Spectrum Planning & Advisory Services
California
$1.41M -$12.2K -209 -0.9%
MML Investors Services
216
MML Investors Services
Massachusetts
$1.4M +$21.6K +369 +2%
GT
217
Glenview Trust
Kentucky
$1.4M – – –
RPSA
218
Richard P. Slaughter Associates
Texas
$1.4M +$42.4K +725 +3%
ATPW
219
Ashton Thomas Private Wealth
Arizona
$1.39M +$1.75K +30 +0.1%
PWM
220
Prentice Wealth Management
New York
$1.38M -$11.1K -189 -0.8%
FWM
221
FSA Wealth Management
Massachusetts
$1.37M -$46.7K -799 -3%
DI
222
DAGCO Inc
Ohio
$1.35M +$54.9K +939 +4%
TCM
223
Telos Capital Management
California
$1.33M -$31.6K -540 -2%
SWM
224
Spire Wealth Management
Virginia
$1.3M -$221K -3,778 -14%
ACM
225
Advance Capital Management
Michigan
$1.3M +$1.3M +22,232 New
7 8
9
10 11