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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 %
SPAS
251
Spectrum Planning & Advisory Services
California
$988K -$20K -423 -2%
SA
252
Stewardship Advisors
Pennsylvania
$987K -$5.2K -110 -0.5%
CSPAM
253
Cary Street Partners Asset Management
Virginia
$986K -$174K -3,674 -15%
VWA
254
V Wealth Advisors
Kansas
$972K +$243K +5,140 +33%
EWA
255
EP Wealth Advisors
California
$959K -$44.6K -944 -4%
GA
256
Goldstein Advisors
Wisconsin
$926K +$926K +19,588 New
QC
257
Quent Capital
New York
$925K +$151K +3,198 +20%
B
258
Bridgeworth
Alabama
$919K +$103K +2,187 +13%
SCP
259
Stevens Capital Partners
Nebraska
$910K +$910K +19,239 New
BAM
260
Belpointe Asset Management
Nevada
$890K -$57.9K -1,224 -6%
CCM
261
Crew Capital Management
Ohio
$884K -$520 -11 -0.1%
BMD
262
Better Money Decisions
New Mexico
$869K +$24K +508 +3%
SPC
263
Sigma Planning Corp
Michigan
$865K -$1.07M -22,549 -55%
GT
264
Glenview Trust
Kentucky
$862K -$273K -5,767 -24%
WOSD
265
WFA of San Diego
California
$857K -$11.4K -240 -1%
BFG
266
Berger Financial Group
Minnesota
$818K -$461K -9,746 -36%
ECA
267
Elevated Capital Advisors
Utah
$817K -$1.01M -21,421 -55%
FHA
268
First Horizon Advisors
Tennessee
$816K – – –
BCI
269
Brinker Capital Investments
Pennsylvania
$815K -$88.7K -1,875 -10%
LWM
270
LJI Wealth Management
Indiana
$810K +$810K +17,131 New
BBHC
271
Brown Brothers Harriman & Co
New York
$798K – – –
IA
272
Insight Advisors
Pennsylvania
$795K +$19.7K +418 +3%
SPI
273
Sutton Place Investors
New York
$790K -$73.5K -1,555 -9%
SWM
274
SFG Wealth Management
Maryland
$784K -$4.32M -91,426 -85%
GVAG
275
Great Valley Advisor Group
Delaware
$777K +$111K +2,348 +17%
9 10
11
12 13