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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

482 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 184 increasing their positions, 181 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
7.72%
Holding in Top 10
59
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.67%
% of All Funds
0.94%
New
44
Increased
184
Reduced
181
Closed
33
Calls
$3.43M
Puts
$358K
Net Calls
+$3.08M
Net Calls Change
+$2.1M

Top Buyers

1
WCAMG
1
Woodard & Company Asset Management Group
North Carolina
$41.4M
2
Wells Fargo
2
Wells Fargo
California
$51.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$95.1M
4
M1FG
4
Mach-1 Financial Group
Arkansas
$11.6M
5
AIM
5
Astor Investment Management
Illinois
$25.2M

Top Sellers

1
SWM
1
SigFig Wealth Management
California
$0
2
PSCM
2
Per Stirling Capital Management
Texas
$0
3
FFG
3
Ford Financial Group
California
$291K
4
BHB
4
Bank Hapoalim BM
Israel
$0
5
MCC
5
Money Concepts Capital
Florida
$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
251
Claro Advisors
Massachusetts
$973K +$233K +4,618 +31%
CCM
252
Crew Capital Management
Ohio
$971K +$27.7K +550 +3%
PWM
253
Prentice Wealth Management
New York
$963K -$103K -2,043 -10%
ASW
254
Astoria Strategic Wealth
Texas
$951K +$144K +2,851 +18%
AWA
255
ARQ Wealth Advisors
Arizona
$947K -$2.72M -53,978 -74%
BMD
256
Better Money Decisions
New Mexico
$923K -$3.38K -67 -0.4%
GT
257
Glenview Trust
Kentucky
$919K – – –
AT
258
American Trust
Kentucky
$898K +$308K +10,581 +52%
CAN
259
Cetera Advisor Networks
California
$879K -$6.17M -122,355 -88%
GA
260
Goldstein Advisors
Wisconsin
$872K -$116K -2,293 -12%
FHA
261
First Horizon Advisors
Tennessee
$871K – – –
CWM
262
Cornerstone Wealth Management
Missouri
$855K +$855K +16,950 New
BFG
263
Berger Financial Group
Minnesota
$854K -$18.3K -362 -2%
BBHC
264
Brown Brothers Harriman & Co
New York
$851K – – –
IA
265
Insight Advisors
Pennsylvania
$849K -$1.72K -34 -0.2%
SPAS
266
Spectrum Planning & Advisory Services
California
$833K -$221K -4,375 -21%
LWM
267
LJI Wealth Management
Indiana
$833K -$30.6K -606 -4%
SPI
268
Sutton Place Investors
New York
$822K -$21.1K -419 -3%
TCM
269
TD Capital Management
Tennessee
$815K +$815K +16,167 New
WFPG
270
Waller Financial Planning Group
Ohio
$810K -$552K -10,942 -41%
BEC
271
Blue Edge Capital
Virginia
$804K -$441K -8,753 -35%
Koshinski Asset Management
272
Koshinski Asset Management
Illinois
$793K +$202 +4 +0%
WOSD
273
WFA of San Diego
California
$793K -$121K -2,395 -13%
WP
274
WealthSource Partners
California
$792K +$119K +2,354 +18%
LFP
275
Leeward Financial Partners
Washington
$791K +$3.08K +61 +0.4%
9 10
11
12 13