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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 %
AT
276
American Trust
Kentucky
$874K +$57 +2 +0%
Bank of New York Mellon
277
Bank of New York Mellon
New York
$870K -$280K -5,139 -24%
BEC
278
Blue Edge Capital
Virginia
$869K +$762 +14 +0.1%
LFP
279
Leeward Financial Partners
Washington
$857K +$3.43K +63 +0.4%
TF
280
TLWM Financial
Texas
$852K +$2.5K +46 +0.3%
AWM
281
Apollon Wealth Management
South Carolina
$846K +$193K +3,539 +30%
Two Sigma Investments
282
Two Sigma Investments
New York
$841K +$841K +15,454 New
CWM
283
Cornerstone Wealth Management
Missouri
$838K -$85.2K -1,565 -9%
Millennium Management
284
Millennium Management
New York
$814K +$814K +14,955 New
NF
285
Nikulski Financial
Iowa
$813K +$8.49K +156 +1%
PWM
286
Perigon Wealth Management
California
$804K +$328K +6,016 +69%
LSA
287
L & S Advisors
California
$803K -$13.1K -241 -2%
BWP
288
Bernardo Wealth Planning
Pennsylvania
$802K -$26.7K -490 -3%
WS
289
Wedbush Securities
California
$791K -$10.7K -197 -1%
CA
290
Cetera Advisors
Colorado
$786K +$21.4K +393 +3%
Simplex Trading
291
Simplex Trading
Illinois
$770K +$770K +14,145 New
WP
292
WealthSource Partners
California
$766K -$89.4K -1,642 -10%
PWM
293
Prentice Wealth Management
New York
$755K -$285K -5,228 -27%
PWM
294
Penobscot Wealth Management
Maine
$749K +$2.94K +54 +0.4%
MOS
295
MGO One Seven
Ohio
$742K -$81.7K -1,500 -10%
CA
296
Continuum Advisory
Idaho
$727K +$48.2K +886 +7%
Koshinski Asset Management
297
Koshinski Asset Management
Illinois
$724K -$132K -2,426 -15%
TC
298
TownSquare Capital
Utah
$699K +$60.8K +1,116 +10%
JGIA
299
Jackson Grant Investment Advisers
Connecticut
$690K +$8.87K +163 +1%
G
300
GenTrust
Florida
$684K – – –
10 11
12
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