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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

456 hedge funds and large institutions have $3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 175 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-8
Holders Change %
-1.72%
% of All Funds
7.71%
Holding in Top 10
53
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.62%
% of All Funds
0.9%
New
40
Increased
175
Reduced
170
Closed
42
Calls
$4.02M
Puts
–
Net Calls
+$4.02M
Net Calls Change
+$28.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$55.8M
2
VAG
VisionPoint Advisory Group
Texas
$38.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$49.3M
4
BL
Balentine LLC
Georgia
$27.4M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$65.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$290M
2
CIAS
CFS Investment Advisory Services
New Jersey
$368K
3
Wells Fargo
Wells Fargo
California
$60.3M
4
AIM
Astor Investment Management
Illinois
$32.1M
5
Ameriprise
Ameriprise
Minnesota
$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
201
Fidelity Investments
Massachusetts
$1.26M +$290K +6,229 +30%
SFG
202
SNS Financial Group
Minnesota
$1.25M -$61.7K -1,327 -5%
WFPG
203
Waller Financial Planning Group
Ohio
$1.24M -$357K -7,669 -22%
OFS
204
OneAscent Financial Services
Alabama
$1.23M +$1.23M +26,405 New
MSAM
205
Moloney Securities Asset Management
Missouri
$1.18M -$4.23K -91 -0.4%
LA
206
LexAurum Advisors
Kansas
$1.17M -$67.4K -1,451 -5%
SB
207
Strategic Blueprint
Georgia
$1.15M +$7.34K +158 +0.6%
SWM
208
Seaside Wealth Management
California
$1.12M +$1.12M +22,041 New
RFN
209
Redwood Financial Network
Ohio
$1.12M +$357K +7,681 +47%
GT
210
Glenview Trust
Kentucky
$1.12M – – –
DI
211
DAGCO Inc
Ohio
$1.11M +$2.51K +54 +0.2%
FCM
212
Fourpath Capital Management
Oklahoma
$1.09M -$466K -10,033 -30%
CSPAM
213
Cary Street Partners Asset Management
Virginia
$1.09M -$30.3K -652 -3%
CCM
214
Crew Capital Management
Ohio
$1.08M -$227K -4,883 -17%
Stifel Financial
215
Stifel Financial
Missouri
$1.08M -$35K -754 -3%
RPSA
216
Richard P. Slaughter Associates
Texas
$1.08M +$33.7K +726 +3%
AWA
217
Alta Wealth Advisors
Massachusetts
$1.08M +$57.7K +1,239 +6%
ATPW
218
Ashton Thomas Private Wealth
Arizona
$1.07M -$57K -1,227 -5%
TCM
219
Telos Capital Management
California
$1.07M +$7.53K +162 +0.7%
GWSG
220
GPS Wealth Strategies Group
Colorado
$1.05M +$1.05M +22,596 New
SPAS
221
Spectrum Planning & Advisory Services
California
$1.05M -$51.6K -1,109 -5%
ACM
222
Advance Capital Management
Michigan
$1.03M – – –
EWM
223
Echo Wealth Management
Minnesota
$1.03M +$449K +9,375 +77%
EWA
224
EP Wealth Advisors
California
$1.02M -$126K -2,705 -11%
AC
225
Aristides Capital
Kentucky
$1.02M – – –
7 8
9
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