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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 %
TF
276
TLWM Financial
Texas
$787K +$16.3K +323 +2%
LWMG
277
Levy Wealth Management Group
Pennsylvania
$770K +$3.68K +73 +0.5%
BWP
278
Bernardo Wealth Planning
Pennsylvania
$768K – – –
MOS
279
MGO One Seven
Ohio
$763K – – –
LSA
280
L & S Advisors
California
$756K +$756K +14,983 New
NF
281
Nikulski Financial
Iowa
$745K +$14.3K +284 +2%
WS
282
Wedbush Securities
California
$743K +$74.1K +1,468 +11%
USCWA
283
U.S. Capital Wealth Advisors
Texas
$739K -$1.41M -28,006 -66%
TVAMP
284
Tennessee Valley Asset Management Partners
Tennessee
$735K +$130K +2,577 +21%
FCM
285
Fourpath Capital Management
Oklahoma
$719K +$318K +6,305 +79%
Cetera Investment Advisers
286
Cetera Investment Advisers
Illinois
$718K -$50.6K -1,004 -7%
CA
287
Cetera Advisors
Colorado
$708K +$349K +6,923 +97%
ATPW
288
Ashton Thomas Private Wealth
Arizona
$702K -$549K -10,891 -44%
SFG
289
Sunburst Financial Group
Alabama
$702K +$10.3K +205 +1%
HighTower Advisors
290
HighTower Advisors
Illinois
$700K -$68.3K -1,350 -9%
PWM
291
Penobscot Wealth Management
Maine
$691K -$303 -6 -0%
TRCT
292
Tower Research Capital (TRC)
New York
$646K +$27.3K +541 +4%
G
293
GenTrust
Florida
$634K – – –
JGIA
294
Jackson Grant Investment Advisers
Connecticut
$631K +$7.97K +158 +1%
CA
295
Continuum Advisory
Idaho
$629K -$58.8K -1,166 -9%
CGPCS
296
Capital Group Private Client Services
California
$609K – – –
B
297
Bridgeworth
Alabama
$606K -$373K -7,406 -38%
AWM
298
Apollon Wealth Management
South Carolina
$605K +$25.9K +514 +4%
MWM
299
McNaughton Wealth Management
California
$599K -$101K -1,999 -14%
UFA
300
US Financial Advisors
Massachusetts
$597K +$12.3K +243 +2%
10 11
12
13 14