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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

480 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 165 increasing their positions, 178 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+34
Holders Change %
+7.62%
% of All Funds
7.74%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.97%
New
68
Increased
165
Reduced
178
Closed
28
Calls
$1.5M
Puts
$520K
Net Calls
+$975K
Net Calls Change
-$1.89M

Top Buyers

1
FEG
Financial Enhancement Group
Indiana
+$33.2M
2
GWA
Gibson Wealth Advisors
Texas
+$30.9M
3
GAG
GM Advisory Group
New York
+$28.6M
4
LPL Financial
LPL Financial
California
+$27.2M
5
PS
Portfolio Strategies
New York
+$26.5M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
-$61.4M
2
Wells Fargo
Wells Fargo
California
-$29.7M
3
AIM
Astor Investment Management
Illinois
-$18M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$16.5M
5
VAG
VisionPoint Advisory Group
Texas
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEC
226
Blue Edge Capital
Virginia
$1.17M +$1.17M +24,702 New
FPAS
227
Focus Partners Advisor Solutions
Missouri
$1.16M -$283K -5,977 -20%
WI
228
WrapManager Inc
California
$1.15M +$1.15M +24,380 New
RPSA
229
Richard P. Slaughter Associates
Texas
$1.15M +$45.2K +955 +4%
SWM
230
Seaside Wealth Management
California
$1.15M +$112K +2,373 +11%
MSAM
231
Moloney Securities Asset Management
Missouri
$1.15M -$37.1K -784 -3%
FWM
232
FSA Wealth Management
Massachusetts
$1.11M +$10.3K +217 +0.9%
LA
233
LexAurum Advisors
Kansas
$1.11M -$65K -1,375 -6%
SG
234
Sharper & Granite
California
$1.11M +$1.11M +23,381 New
Stifel Financial
235
Stifel Financial
Missouri
$1.1M -$35.4K -749 -3%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$1.1M +$235K +4,978 +27%
WAS
237
Wealth Advisory Solutions
Indiana
$1.1M -$337K -7,124 -24%
WCWM
238
Wooster Corthell Wealth Management
Connecticut
$1.09M +$217K +4,591 +25%
TCM
239
Telos Capital Management
California
$1.08M – – –
AWMG
240
Alliance Wealth Management Group
New Jersey
$1.07M -$30K -634 -3%
ACM
241
Advance Capital Management
Michigan
$1.07M – – –
BPA
242
Beacon Pointe Advisors
California
$1.07M -$784K -16,568 -42%
Fidelity Investments
243
Fidelity Investments
Massachusetts
$1.07M -$9.46K -200 -0.9%
SB
244
Strategic Blueprint
Georgia
$1.06M -$84.5K -1,786 -7%
CPIG
245
Chicago Partners Investment Group
Illinois
$1.03M -$11.4K -221 -1%
Bank of New York Mellon
246
Bank of New York Mellon
New York
$1.01M -$1.29M -27,274 -56%
ZF
247
Zhang Financial
Michigan
$1M +$1M +21,207 New
GL
248
Graypoint LLC
New York
$1M +$1M +21,155 New
PWM
249
Prentice Wealth Management
New York
$1,000K +$62.5K +1,322 +7%
BF
250
BOK Financial
Oklahoma
$995K – – –
8 9
10
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