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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

505 hedge funds and large institutions have $3.93B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 185 increasing their positions, 200 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
8.05%
Holding in Top 10
60
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.96%
New
39
Increased
185
Reduced
200
Closed
33
Calls
$4.25M
Puts
$65K
Net Calls
+$4.19M
Net Calls Change
-$15.4M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$271M
2
FGAM
Financial Gravity Asset Management
Texas
$76.5M
3
Charles Schwab
Charles Schwab
California
$36.3M
4
RHP
Royal Harbor Partners
Texas
$35.1M
5
Osaic Holdings
Osaic Holdings
Arizona
$93.3M

Top Sellers

1
VAG
VisionPoint Advisory Group
Texas
$0
2
HWM
Horizon Wealth Management
Illinois
$0
3
DI
DAGCO Inc
Ohio
$425K
4
EWA
EP Wealth Advisors
California
$1.13M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$59.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
226
Wealth Advisory Solutions
Indiana
$1.28M -$9.5K -181 -0.7%
KBC
227
Key Bridge Compliance
$1.28M +$1.28M +24,434 New
TCM
228
Triumph Capital Management
Colorado
$1.27M +$4.51K +86 +0.4%
FPAS
229
Focus Partners Advisor Solutions
Missouri
$1.26M -$71.6K -1,364 -5%
BFG
230
Bleakley Financial Group
New Jersey
$1.26M -$37.5K -714 -3%
HI
231
Harbour Investments
Wisconsin
$1.25M -$490K -9,344 -28%
SWM
232
Seaside Wealth Management
California
$1.25M -$2.36K -45 -0.2%
CA
233
Claro Advisors
Massachusetts
$1.25M +$229K +4,368 +23%
CWM
234
Cahill Wealth Management
Michigan
$1.24M -$9.13K -174 -0.7%
Two Sigma Investments
235
Two Sigma Investments
New York
$1.23M +$422K +8,046 +52%
ACA
236
Aptus Capital Advisors
Alabama
$1.2M -$32K -609 -3%
FWM
237
FSA Wealth Management
Massachusetts
$1.2M +$12.5K +238 +1%
SG
238
Sharper & Granite
California
$1.19M +$107K +2,035 +10%
SFG
239
Sunburst Financial Group
Alabama
$1.19M -$210 -4 -0%
WCWM
240
Wooster Corthell Wealth Management
Connecticut
$1.18M -$20.5K -390 -2%
CPIG
241
Chicago Partners Investment Group
Illinois
$1.14M +$52.8K +1,026 +5%
EWA
242
EP Wealth Advisors
California
$1.13M -$10M -190,715 -90%
MSAM
243
Moloney Securities Asset Management
Missouri
$1.13M -$4.09K -78 -0.4%
TCM
244
Telos Capital Management
California
$1.13M – – –
LA
245
LexAurum Advisors
Kansas
$1.13M -$55.3K -1,054 -5%
Cetera Investment Advisers
246
Cetera Investment Advisers
Illinois
$1.12M +$605K +11,533 +118%
TVAMP
247
Tennessee Valley Asset Management Partners
Tennessee
$1.1M +$151K +2,879 +16%
ASW
248
Astoria Strategic Wealth
Texas
$1.09M +$55.4K +1,056 +5%
NCM
249
Northland Capital Management
Minnesota
$1.09M +$1.09M +20,820 New
SB
250
Strategic Blueprint
Georgia
$1.09M +$262 +5 +0%
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