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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

464 hedge funds and large institutions have $3.59B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-3
Holders Change %
-0.64%
% of All Funds
7.34%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
0.92%
New
39
Increased
184
Reduced
171
Closed
35
Calls
$11.2M
Puts
$35.2M
Net Calls
-$24M
Net Calls Change
-$3.04M

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$95M
2
LPL Financial
2
LPL Financial
California
$411M
3
Ameriprise
3
Ameriprise
Minnesota
$48.7M
4
BFG
4
Barber Financial Group
Kansas
$82.9M
5
SWP
5
Stratos Wealth Partners
Ohio
$30M

Top Sellers

1
CI
1
Cigna Investments
Connecticut
$0
2
FQ
2
First Quadrant
California
$0
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$12.1M
4
ARC
4
Advisor Resource Council
Texas
$0
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$7.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
201
Shore Point Advisors
New Jersey
$1.47M +$28K +504 +2%
JGCM
202
Joseph Group Capital Management
Ohio
$1.44M -$520K -9,364 -27%
MSAM
203
Moloney Securities Asset Management
Missouri
$1.41M -$34.2K -615 -2%
SSWM
204
Sheets Smith Wealth Management
North Carolina
$1.39M -$320K -5,763 -19%
FWM
205
FSA Wealth Management
Massachusetts
$1.37M – – –
EWA
206
EP Wealth Advisors
California
$1.37M -$1.45K -26 -0.1%
SB
207
Strategic Blueprint
Georgia
$1.37M -$6.28K -113 -0.5%
ATPW
208
Ashton Thomas Private Wealth
Arizona
$1.35M +$28.5K +512 +2%
CSPAM
209
Cary Street Partners Asset Management
Virginia
$1.34M -$57.4K -1,032 -4%
GT
210
Glenview Trust
Kentucky
$1.33M – – –
Stifel Financial
211
Stifel Financial
Missouri
$1.33M +$161K +2,888 +14%
TFA
212
Triad Financial Advisors
North Carolina
$1.33M -$141K -2,541 -10%
JCA
213
January Capital Advisors
California
$1.33M -$2.13M -45,834 -62%
WP
214
WealthPLAN Partners
Nebraska
$1.33M -$112K -2,198 -8%
WIM
215
WealthPlan Investment Management
Nebraska
$1.33M +$1.33M +26,081 New
SPAS
216
Spectrum Planning & Advisory Services
California
$1.32M -$22.6K -406 -2%
CWM
217
Cahill Wealth Management
Michigan
$1.3M +$1.3M +23,435 New
DI
218
DAGCO Inc
Ohio
$1.3M +$34.7K +634 +3%
LMKC
219
L.M. Kohn & Company
Ohio
$1.27M +$1.27M +22,820 New
TCM
220
Telos Capital Management
California
$1.27M – – –
HSG
221
Helen Stephens Group
Texas
$1.25M +$283K +5,096 +29%
RPSA
222
Richard P. Slaughter Associates
Texas
$1.25M -$81K -1,457 -6%
PWM
223
Prentice Wealth Management
New York
$1.25M -$69.1K -1,242 -5%
ACM
224
Advance Capital Management
Michigan
$1.24M – – –
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$1.23M +$251K +4,516 +26%
7 8
9
10 11