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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 %
SA
251
Stewardship Advisors
Pennsylvania
$1.13M – – –
ACM
252
Advance Capital Management
Michigan
$1.09M +$3.54K +65 +0.3%
GWSG
253
GPS Wealth Strategies Group
Colorado
$1.09M -$806K -14,801 -43%
VWA
254
V Wealth Advisors
Kansas
$1.09M -$29.6K -543 -3%
ASW
255
Astoria Strategic Wealth
Texas
$1.08M +$49.3K +905 +5%
ATPW
256
Ashton Thomas Private Wealth
Arizona
$1.07M +$309K +5,684 +41%
SCP
257
Stevens Capital Partners
Nebraska
$1.06M +$4.95K +91 +0.5%
CA
258
Claro Advisors
Massachusetts
$1.05M +$3.92K +72 +0.4%
SHJ
259
Sharkey, Howes & Javer
Colorado
$1.05M -$172K -3,167 -14%
CCM
260
Crew Capital Management
Ohio
$1.01M -$38.5K -708 -4%
ZF
261
Zhang Financial
Michigan
$1M -$153K -2,815 -13%
BMD
262
Better Money Decisions
New Mexico
$1M +$7.62K +140 +0.8%
GT
263
Glenview Trust
Kentucky
$992K – – –
TVAMP
264
Tennessee Valley Asset Management Partners
Tennessee
$983K +$191K +3,501 +24%
TCM
265
TD Capital Management
Tennessee
$954K +$74.3K +1,364 +8%
FHA
266
First Horizon Advisors
Tennessee
$940K – – –
GA
267
Goldstein Advisors
Wisconsin
$934K -$7.3K -134 -0.8%
LWM
268
LJI Wealth Management
Indiana
$931K +$31.5K +579 +4%
BBHC
269
Brown Brothers Harriman & Co
New York
$918K – – –
SPI
270
Sutton Place Investors
New York
$917K +$29.9K +550 +3%
BFG
271
Berger Financial Group
Minnesota
$914K -$8.28K -152 -0.9%
LWMG
272
Levy Wealth Management Group
Pennsylvania
$907K +$75.5K +1,387 +9%
IA
273
Insight Advisors
Pennsylvania
$903K -$13.9K -255 -2%
SPAS
274
Spectrum Planning & Advisory Services
California
$885K -$16.5K -303 -2%
WFPG
275
Waller Financial Planning Group
Ohio
$879K +$3.97K +73 +0.5%
9 10
11
12 13