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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$382M 6,534,964 +880,401 +16%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$161M 2,921,774 -171,404 -6%
AAS
3
Annex Advisory Services
Wisconsin
$116M 1,988,632 -79,397 -4%
PAG
4
Private Advisor Group
New Jersey
$93.8M 1,604,167 +127,989 +9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$91.2M 1,559,626 +174,658 +13%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$89M 1,523,055 +19,248 +1%
Wells Fargo
7
Wells Fargo
California
$86.2M 1,474,400 +77,829 +6%
SFP
8
Shepherd Financial Partners
Massachusetts
$80.8M 1,382,619 +19,397 +1%
Osaic Holdings
9
Osaic Holdings
Arizona
$76.1M 1,301,782 +60,062 +5%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$66.9M 1,145,231 -36,189 -3%
FQ
11
First Quadrant
California
$63.9M 1,093,230 -72,708 -6%
CI
12
Cigna Investments
Connecticut
$63.9M 1,093,230 +1,093,230 New
RIM
13
Rockbridge Investment Management
New York
$63.7M 1,089,336 +52,747 +5%
BFG
14
Barber Financial Group
Kansas
$59M 1,009,970 -4,572 -0.5%
AIM
15
Astor Investment Management
Illinois
$56.1M 959,019 +77,667 +9%
PFA
16
Professional Financial Advisors
Nebraska
$51.6M 883,327 +13,709 +2%
TF
17
TRH Financial
Iowa
$51.1M 874,990 +47,231 +6%
AF
18
Allworth Financial
California
$50.1M 857,133 -30,235 -3%
AWAG
19
ARS Wealth Advisors Group
Florida
$49.5M 847,510 +6,371 +0.8%
RA
20
RFG Advisory
Alabama
$45.9M 785,842 +141,476 +22%
FSG
21
Financial Strategies Group
Michigan
$44.9M 767,672 +5,913 +0.8%
RW
22
RVW Wealth
California
$43.8M 750,171 +56,452 +8%
SPA
23
Sentinel Pension Advisors
Massachusetts
$43.1M 737,523 +3,036 +0.4%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$41.7M 712,991 +712,991 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$39.9M 682,431 -48,533 -7%
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