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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 %
ASW
276
Astoria Strategic Wealth
Texas
$757K +$81.2K +1,718 +12%
Koshinski Asset Management
277
Koshinski Asset Management
Illinois
$744K +$2.46K +52 +0.3%
LFP
278
Leeward Financial Partners
Washington
$739K +$3.36K +71 +0.5%
TF
279
TLWM Financial
Texas
$723K -$1.06M -22,470 -60%
Cetera Investment Advisers
280
Cetera Investment Advisers
Illinois
$721K +$367K +7,751 +104%
BWP
281
Bernardo Wealth Planning
Pennsylvania
$720K -$18.6K -393 -3%
LWMG
282
Levy Wealth Management Group
Pennsylvania
$719K +$719K +15,196 New
HighTower Advisors
283
HighTower Advisors
Illinois
$717K -$36K -763 -5%
MOS
284
MGO One Seven
Ohio
$716K -$9.84K -208 -1%
CA
285
Claro Advisors
Massachusetts
$694K +$154K +3,267 +29%
NF
286
Nikulski Financial
Iowa
$685K -$76.6K -1,620 -10%
EFH
287
Eaton Financial Holdings
Florida
$669K +$669K +14,151 New
MWM
288
McNaughton Wealth Management
California
$657K -$29.7K -629 -4%
SFG
289
Sunburst Financial Group
Alabama
$649K +$649K +13,714 New
PWM
290
Penobscot Wealth Management
Maine
$648K -$83.7K -1,770 -11%
CA
291
Continuum Advisory
Idaho
$645K +$33.8K +714 +6%
WP
292
WealthSource Partners
California
$631K +$631K +13,353 New
WS
293
Wedbush Securities
California
$627K -$87.8K -1,856 -12%
TC
294
Trilogy Capital
California
$622K -$17.4K -368 -3%
OFP
295
OLIO Financial Planning
Virginia
$604K +$2.88K +56 +0.5%
G
296
GenTrust
Florida
$594K – – –
ETIA
297
Epic Trust Investment Advisors
Washington
$587K -$12.8K -271 -2%
JGIA
298
Jackson Grant Investment Advisers
Connecticut
$584K +$6.15K +130 +1%
TRCT
299
Tower Research Capital (TRC)
New York
$581K +$568K +11,990 +4,222%
CG
300
Colony Group
Massachusetts
$577K +$209K +4,426 +57%
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