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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

390 hedge funds and large institutions have $3.14B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 153 increasing their positions, 146 reducing their positions, and 11 closing their positions.

Holders
390
Holders Change
+21
Holders Change %
+5.69%
% of All Funds
6.81%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.73%
New
37
Increased
153
Reduced
146
Closed
11
Calls
$15.8M
Puts
$11.7M
Net Calls
+$4.11M
Net Calls Change
+$1.76M

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$338M
2
BCM
2
Brookstone Capital Management
Illinois
$47.2M
3
LPL Financial
3
LPL Financial
California
$270M
4
CAN
4
Cetera Advisor Networks
California
$17.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$133M

Top Sellers

1
VFA
1
Voya Financial Advisors
Connecticut
$0
2
AIC
2
Ameritas Investment Company
Nebraska
$226K
3
Belvedere Trading
3
Belvedere Trading
Illinois
$0
4
GWM
4
Geneos Wealth Management
Colorado
$5.2M
5
AAS
5
Annex Advisory Services
Wisconsin
$119M
Name Market Value Shares Shares
Change 		Shares
Change %
WFS
1
Weitzel Financial Services
Iowa
$338M 13,387,489 +12,708,730 +1,872%
LPL Financial
2
LPL Financial
California
$270M 5,093,956 +376,890 +8%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$133M 2,474,847 +287,122 +13%
AAS
4
Annex Advisory Services
Wisconsin
$119M 2,253,005 -182,112 -7%
Wells Fargo
5
Wells Fargo
California
$75M 1,415,477 +42,822 +3%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$72.9M 1,376,572 +112,550 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$72.4M 1,366,357 +109,430 +9%
SFP
8
Shepherd Financial Partners
Massachusetts
$70.9M 1,337,653 -5,783 -0.4%
PAG
9
Private Advisor Group
New Jersey
$68.3M 1,288,814 +30,317 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$64.1M 1,210,143 -23,600 -2%
FQ
11
First Quadrant
California
$63M 1,189,598 -51,930 -4%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$57.6M 1,087,252 -65,055 -6%
BFG
13
Barber Financial Group
Kansas
$51M 963,456 +35,400 +4%
RIM
14
Rockbridge Investment Management
New York
$51M 962,363 +84,912 +10%
AIM
15
Astor Investment Management
Illinois
$47.8M 901,526 +156,960 +21%
BCM
16
Brookstone Capital Management
Illinois
$47.2M 877,446 +877,446 New
BCI
17
Brinker Capital Investments
Pennsylvania
$46.4M 875,977 -65,394 -7%
AF
18
Allworth Financial
California
$46.3M 873,178 -27,616 -3%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$44.8M 844,862 – –
AWA
20
ARS Wealth Advisors
Florida
$44.4M 837,950 +34,977 +4%
TF
21
TRH Financial
Iowa
$43.9M 828,583 -34,495 -4%
SPA
22
Sentinel Pension Advisors
Massachusetts
$40M 754,730 +33,236 +5%
FSG
23
Financial Strategies Group
Michigan
$39.3M 741,963 +17,445 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$37.7M 712,143 +47,689 +7%
SWM
25
SigFig Wealth Management
California
$37M 698,147 +78,641 +13%
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