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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

446 hedge funds and large institutions have $2.93B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 185 increasing their positions, 157 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
-10
Holders Change %
-2.19%
% of All Funds
7.71%
Holding in Top 10
57
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.55%
% of All Funds
0.99%
New
34
Increased
185
Reduced
157
Closed
37
Calls
$3.09M
Puts
$222K
Net Calls
+$2.86M
Net Calls Change
-$1.15M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$84.9M
2
PAG
2
Private Advisor Group
New Jersey
$99.9M
3
Ameriprise
3
Ameriprise
Minnesota
$48.1M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$84.5M
5
W
5
Wealthquest
Ohio
$11.9M

Top Sellers

1
BFG
1
Barber Financial Group
Kansas
$36M
2
ARC
2
Advisor Resource Council
Texas
$0
3
CW
3
CreativeOne Wealth
Kansas
$778K
4
IHWM
4
Iron Horse Wealth Management
Iowa
$101K
5
SCA
5
Snowden Capital Advisors
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFPG
201
Waller Financial Planning Group
Ohio
$1.18M +$485 +11 +0%
SFG
202
SNS Financial Group
Minnesota
$1.15M -$32.6K -740 -3%
CBFP
203
Cedar Brook Financial Partners
Ohio
$1.11M +$1.11M +25,213 New
MSAM
204
Moloney Securities Asset Management
Missouri
$1.11M -$10.9K -247 -1%
ATPW
205
Ashton Thomas Private Wealth
Arizona
$1.09M +$78.6K +1,783 +8%
LA
206
LexAurum Advisors
Kansas
$1.09M -$22K -500 -2%
ACA
207
Aptus Capital Advisors
Alabama
$1.09M -$209K -4,749 -16%
CSPAM
208
Cary Street Partners Asset Management
Virginia
$1.08M +$45.9K +1,040 +4%
SB
209
Strategic Blueprint
Georgia
$1.07M -$22.6K -513 -2%
OFS
210
OneAscent Financial Services
Alabama
$1.06M -$104K -2,351 -9%
Stifel Financial
211
Stifel Financial
Missouri
$1.06M +$35.4K +803 +3%
GT
212
Glenview Trust
Kentucky
$1.06M – – –
SWM
213
Seaside Wealth Management
California
$1.05M -$3.11K -65 -0.3%
RPSA
214
Richard P. Slaughter Associates
Texas
$1.03M +$10.9K +247 +1%
AWA
215
Alta Wealth Advisors
Massachusetts
$1.03M +$13.5K +307 +1%
AWMG
216
Alliance Wealth Management Group
New Jersey
$1.03M -$257K -5,835 -20%
FWM
217
FSA Wealth Management
Massachusetts
$1.03M +$1.03M +23,349 New
FCM
218
Fourpath Capital Management
Oklahoma
$1.02M -$19.6K -444 -2%
TCM
219
Telos Capital Management
California
$1.01M – – –
DI
220
DAGCO Inc
Ohio
$1.01M -$44.4K -1,006 -4%
Fidelity Investments
221
Fidelity Investments
Massachusetts
$1M -$191K -4,333 -16%
ACM
222
Advance Capital Management
Michigan
$999K +$18K +407 +2%
WCG
223
Wall Capital Group
Arizona
$975K +$975K +21,924 New
CPIG
224
Chicago Partners Investment Group
Illinois
$956K +$136K +2,899 +17%
HSG
225
Helen Stephens Group
Texas
$955K +$21.2K +480 +2%
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9
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