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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.

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

Top Sellers

1
LPL Financial
1
LPL Financial
California
$290M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$368K
3
Wells Fargo
3
Wells Fargo
California
$60.3M
4
AIM
4
Astor Investment Management
Illinois
$32.1M
5
Ameriprise
5
Ameriprise
Minnesota
$30.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$290M 6,241,021 -1,156,773 -16%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$152M 3,182,533 +193,916 +6%
PAG
3
Private Advisor Group
New Jersey
$82.5M 1,774,428 +79,425 +5%
AAS
4
Annex Advisory Services
Wisconsin
$81.9M 1,761,251 -147,818 -8%
VA
5
Valmark Advisers
Ohio
$81.8M 1,759,388 +50,517 +3%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$72.9M 1,568,331 +82,090 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$67.1M 1,444,202 -161,479 -10%
SFP
8
Shepherd Financial Partners
Massachusetts
$65.6M 1,410,746 +18,114 +1%
TAIM
9
TD Ameritrade Investment Management
Nebraska
$65.2M 1,401,980 +210,715 +18%
BFG
10
Barber Financial Group
Kansas
$63.7M 1,370,138 -122,252 -8%
Wells Fargo
11
Wells Fargo
California
$60.3M 1,298,184 -331,669 -20%
RIM
12
Rockbridge Investment Management
New York
$58.4M 1,257,414 +81,434 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$57.8M 1,243,400 -85,330 -6%
Morgan Stanley
14
Morgan Stanley
New York
$55.8M 1,199,857 +445,662 +59%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$49.3M 1,060,176 +306,875 +41%
PFA
16
Professional Financial Advisors
Nebraska
$48.9M 1,052,425 -23,910 -2%
RA
17
RFG Advisory
Alabama
$46.2M 907,496 +24,212 +3%
AWAG
18
ARS Wealth Advisors Group
Florida
$38.4M 826,862 -22,126 -3%
TF
19
TRH Financial
Iowa
$38.4M 825,971 +1,695 +0.2%
VAG
20
VisionPoint Advisory Group
Texas
$38.2M 737,652 +341,665 +86%
FSG
21
Financial Strategies Group
Michigan
$37.9M 816,012 +14,589 +2%
AF
22
Allworth Financial
California
$36.8M 790,905 -26,660 -3%
SWM
23
SigFig Wealth Management
California
$36.3M 676,456 -13,835 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$32.5M 699,197 +3,055 +0.4%
WFS
25
Weitzel Financial Services
Iowa
$32.3M 694,905 -264 -0%
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