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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

502 hedge funds and large institutions have $3.83B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 191 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+20
Holders Change %
+4.15%
% of All Funds
7.92%
Holding in Top 10
60
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.69%
% of All Funds
0.95%
New
50
Increased
191
Reduced
191
Closed
24
Calls
$19.6M
Puts
$76K
Net Calls
+$19.6M
Net Calls Change
+$16.5M

Top Buyers

1
SWM
SigFig Wealth Management
California
+$30.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$29.1M
3
HWM
Horizon Wealth Management
Illinois
+$23.2M
4
LPT
Legacy Private Trust
Wisconsin
+$16.2M
5
RCS
Retirement Capital Strategies
California
+$13.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$41.5M
2
FEG
Financial Enhancement Group
Indiana
-$26.1M
3
WEG
World Equity Group
Illinois
-$15.1M
4
M1FG
Mach-1 Financial Group
Arkansas
-$11.6M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
226
Fidelity Investments
Massachusetts
$1.38M +$37K +680 +3%
RPSA
227
Richard P. Slaughter Associates
Texas
$1.37M +$47.3K +868 +4%
QC
228
Quent Capital
New York
$1.37M -$23.5K -431 -2%
BFG
229
Bleakley Financial Group
New Jersey
$1.34M +$1.34M +24,677 New
WAS
230
Wealth Advisory Solutions
Indiana
$1.34M +$40.3K +740 +3%
FAIM
231
Financial Advocates Investment Management
Washington
$1.32M +$255K +4,675 +24%
TCM
232
Triumph Capital Management
Colorado
$1.31M -$127K -2,331 -9%
SWM
233
Seaside Wealth Management
California
$1.3M -$14.9K -274 -1%
CWM
234
Cahill Wealth Management
Michigan
$1.29M +$272 +5 +0%
ACA
235
Aptus Capital Advisors
Alabama
$1.28M -$119K -2,194 -9%
CSPAM
236
Cary Street Partners Asset Management
Virginia
$1.28M +$2.45K +45 +0.2%
SFC
237
Strategic Financial Concepts
Texas
$1.26M +$63.6K +1,168 +5%
WCWM
238
Wooster Corthell Wealth Management
Connecticut
$1.25M -$4.25K -78 -0.3%
Renaissance Technologies
239
Renaissance Technologies
New York
$1.24M +$1.24M +22,700 New
SFG
240
Sunburst Financial Group
Alabama
$1.23M +$472K +8,671 +62%
LA
241
LexAurum Advisors
Kansas
$1.23M -$8.93K -164 -0.7%
FWM
242
FSA Wealth Management
Massachusetts
$1.23M -$13K -238 -1%
CAN
243
Cetera Advisor Networks
California
$1.18M +$234K +4,298 +25%
MSAM
244
Moloney Securities Asset Management
Missouri
$1.18M -$43.1K -791 -4%
EWA
245
EP Wealth Advisors
California
$1.18M +$992K +179,133 +540%
FHC
246
First Heartland Consultants
Missouri
$1.17M -$18.1K -333 -2%
TCM
247
Telos Capital Management
California
$1.17M -$61.3K -1,126 -5%
CPIG
248
Chicago Partners Investment Group
Illinois
$1.17M +$15.1K +272 +1%
SB
249
Strategic Blueprint
Georgia
$1.13M +$16.1K +295 +1%
SG
250
Sharper & Granite
California
$1.13M -$48.7K -894 -4%
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