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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

552 hedge funds and large institutions have $4.79B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 188 increasing their positions, 206 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+47
Holders Change %
+9.31%
% of All Funds
8.09%
Holding in Top 10
69
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15%
% of All Funds
1.01%
New
81
Increased
188
Reduced
206
Closed
27
Calls
$4.9M
Puts
$164K
Net Calls
+$4.74M
Net Calls Change
+$551K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$74.4M
2
LPL Financial
LPL Financial
California
+$72.8M
3
SPWG
Syntegra Private Wealth Group
Missouri
+$71.8M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$46.3M
5
SFI
SPC Financial Inc
Maryland
+$36.6M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$39.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$26.4M
3
BCM
Brookstone Capital Management
Illinois
-$20.3M
4
AF
Advisornet Financial
Minnesota
-$17.6M
5
AWM
AE Wealth Management
Kansas
-$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
226
Focus Partners Advisor Solutions
Missouri
$1.61M +$204K +3,489 +15%
WFP
227
Wrenne Financial Planning
Kentucky
$1.6M +$1.6M +27,357 New
SSWM
228
Sheets Smith Wealth Management
North Carolina
$1.59M -$57K -975 -3%
AFS
229
Annapolis Financial Services
Maryland
$1.57M -$2.69K -46 -0.2%
BPA
230
Beacon Pointe Advisors
California
$1.57M -$1.05M -17,881 -40%
WP
231
WealthPLAN Partners
Nebraska
$1.57M -$4.62K -79 -0.3%
FFN
232
Focus Financial Network
Minnesota
$1.56M +$1.56M +26,665 New
NWM
233
Northwest Wealth Management
Iowa
$1.56M -$115K -1,960 -7%
CFGL
234
Cambridge Financial Group, LLC
Arizona
$1.55M +$1.55M +26,515 New
BCM
235
Brookstone Capital Management
Illinois
$1.54M -$20.3M -347,679 -93%
ECA
236
Elevated Capital Advisors
Utah
$1.53M -$105K -1,791 -6%
MFA
237
McClarren Financial Advisors
Pennsylvania
$1.49M +$2.51K +43 +0.2%
WWA
238
WCG Wealth Advisors
Nevada
$1.48M -$10.5K -180 -0.7%
AWMG
239
Alliance Wealth Management Group
New Jersey
$1.47M +$1.47M +25,135 New
CA
240
Claro Advisors
Massachusetts
$1.42M +$33.1K +567 +2%
OFS
241
OneAscent Financial Services
Alabama
$1.41M +$1.41M +24,151 New
MFA
242
Morling Financial Advisors
California
$1.4M -$40.3K -689 -3%
BFG
243
Bleakley Financial Group
New Jersey
$1.39M -$6.14K -105 -0.4%
SWM
244
Seaside Wealth Management
California
$1.39M – – –
TCM
245
Triumph Capital Management
Colorado
$1.39M -$27.8K -475 -2%
SG
246
Sharper & Granite
California
$1.36M +$33.9K +580 +3%
JWA
247
JFS Wealth Advisors
Pennsylvania
$1.36M -$157K -2,684 -10%
CWM
248
Cahill Wealth Management
Michigan
$1.35M -$23.9K -409 -2%
ACA
249
Aptus Capital Advisors
Alabama
$1.34M +$468 +8 +0%
WCWM
250
Wooster Corthell Wealth Management
Connecticut
$1.32M +$9.41K +161 +0.7%
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