SPTM icon

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 %
EWM
251
Echo Wealth Management
Minnesota
$1.32M -$303K -5,197 -19%
LA
252
LexAurum Advisors
Kansas
$1.3M +$45.9K +785 +4%
CPIG
253
Chicago Partners Investment Group
Illinois
$1.3M -$20.4K -343 -2%
ASW
254
Astoria Strategic Wealth
Texas
$1.28M +$66.6K +1,140 +5%
Cetera Investment Advisers
255
Cetera Investment Advisers
Illinois
$1.27M +$25.7K +439 +2%
TCM
256
Telos Capital Management
California
$1.26M -$643 -11 -0.1%
EWA
257
EP Wealth Advisors
California
$1.26M -$5.67K -97 -0.4%
MSAM
258
Moloney Securities Asset Management
Missouri
$1.26M -$6.08K -104 -0.5%
SFG
259
Sunburst Financial Group
Alabama
$1.25M -$66.8K -1,143 -5%
FWM
260
FSA Wealth Management
Massachusetts
$1.25M -$81.7K -1,398 -6%
OWA
261
Outlook Wealth Advisors
Texas
$1.23M -$1.48M -25,238 -55%
TCM
262
TD Capital Management
Tennessee
$1.22M +$46.5K +796 +4%
SA
263
Stewardship Advisors
Pennsylvania
$1.21M – – –
ACM
264
Advance Capital Management
Michigan
$1.19M -$23.8K -408 -2%
SCP
265
Stevens Capital Partners
Nebraska
$1.19M -$20.6K -352 -2%
SB
266
Strategic Blueprint
Georgia
$1.19M -$26.9K -460 -2%
CIA
267
Concurrent Investment Advisors
Florida
$1.19M +$1.19M +20,274 New
CG
268
Cutler Group
California
$1.18M +$1.18M +20,200 New
Franklin Resources
269
Franklin Resources
California
$1.12M +$253K +4,323 +29%
AWA
270
Alta Wealth Advisors
Massachusetts
$1.12M -$1.11M -18,995 -50%
VWM
271
VCI Wealth Management
Missouri
$1.11M +$1.11M +19,040 New
ATPW
272
Ashton Thomas Private Wealth
Arizona
$1.08M +$43.8K +749 +4%
BMD
273
Better Money Decisions
New Mexico
$1.08M +$34.3K +587 +3%
GT
274
Glenview Trust
Kentucky
$1.07M – – –
Mercer Global Advisors
275
Mercer Global Advisors
Colorado
$1.07M -$77.6K -1,328 -7%
9 10
11
12 13