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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$275M 6,233,871 -7,150 -0.1%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$150M 3,343,432 +160,899 +5%
PAG
3
Private Advisor Group
New Jersey
$99.9M 2,264,112 +489,684 +28%
Morgan Stanley
4
Morgan Stanley
New York
$84.9M 1,924,394 +724,537 +60%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$84.5M 1,914,574 +346,243 +22%
VA
6
Valmark Advisers
Ohio
$81.9M 1,857,576 +98,188 +6%
AAS
7
Annex Advisory Services
Wisconsin
$73.9M 1,674,807 -86,444 -5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$66M 1,497,375 +53,173 +4%
SFP
9
Shepherd Financial Partners
Massachusetts
$62.4M 1,414,645 +3,899 +0.3%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$58.8M 1,333,244 -68,736 -5%
Wells Fargo
11
Wells Fargo
California
$56.8M 1,287,781 -10,403 -0.8%
Osaic Holdings
12
Osaic Holdings
Arizona
$56.5M 1,281,674 +38,274 +3%
RIM
13
Rockbridge Investment Management
New York
$56.1M 1,270,782 +13,368 +1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$52.8M 1,197,579 +137,403 +13%
Ameriprise
15
Ameriprise
Minnesota
$48.1M 1,086,694 +430,368 +66%
PFA
16
Professional Financial Advisors
Nebraska
$46.9M 1,063,349 +10,924 +1%
RA
17
RFG Advisory
Alabama
$37.5M 792,956 -114,540 -13%
AWAG
18
ARS Wealth Advisors Group
Florida
$36.4M 825,574 -1,288 -0.2%
BFG
19
Barber Financial Group
Kansas
$36M 815,553 -554,585 -40%
SWM
20
SigFig Wealth Management
California
$35.2M 634,323 -42,133 -6%
VAG
21
VisionPoint Advisory Group
Texas
$35.1M 794,641 +56,989 +8%
AF
22
Allworth Financial
California
$34.2M 776,330 -14,575 -2%
FSG
23
Financial Strategies Group
Michigan
$34.1M 773,203 -42,809 -5%
PAS
24
Park Avenue Securities
New York
$32.3M 731,792 +54,648 +8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$30.5M 692,279 -6,918 -1%
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