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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

505 hedge funds and large institutions have $3.93B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 185 increasing their positions, 200 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
8.05%
Holding in Top 10
60
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.96%
New
39
Increased
185
Reduced
200
Closed
33
Calls
$4.25M
Puts
$65K
Net Calls
+$4.19M
Net Calls Change
-$15.4M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$271M
2
FGAM
Financial Gravity Asset Management
Texas
$76.5M
3
Charles Schwab
Charles Schwab
California
$36.3M
4
RHP
Royal Harbor Partners
Texas
$35.1M
5
Osaic Holdings
Osaic Holdings
Arizona
$93.3M

Top Sellers

1
VAG
VisionPoint Advisory Group
Texas
$0
2
HWM
Horizon Wealth Management
Illinois
$0
3
DI
DAGCO Inc
Ohio
$425K
4
EWA
EP Wealth Advisors
California
$1.13M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$59.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
Apollon Wealth Management
South Carolina
$841K +$25.9K +493 +3%
BEC
277
Blue Edge Capital
Virginia
$838K +$420 +8 +0.1%
Millennium Management
278
Millennium Management
New York
$831K +$45.9K +874 +6%
LFP
279
Leeward Financial Partners
Washington
$830K +$3.2K +61 +0.4%
TF
280
TLWM Financial
Texas
$827K +$5.41K +103 +0.7%
BFG
281
Berger Financial Group
Minnesota
$819K -$62.3K -1,186 -7%
NF
282
Nikulski Financial
Iowa
$792K +$8.35K +159 +1%
Franklin Resources
283
Franklin Resources
California
$783K +$772K +14,715 +7,178%
BWP
284
Bernardo Wealth Planning
Pennsylvania
$773K – – –
Belvedere Trading
285
Belvedere Trading
Illinois
$768K +$761K +14,498 +10,506%
SPC
286
Sigma Planning Corp
Michigan
$763K +$763K +14,532 New
Bank of New York Mellon
287
Bank of New York Mellon
New York
$761K -$77.3K -1,473 -9%
WP
288
WealthSource Partners
California
$749K +$11.1K +211 +2%
WS
289
Wedbush Securities
California
$726K -$36.6K -697 -5%
PWM
290
Prentice Wealth Management
New York
$726K -$2.26K -43 -0.3%
PWM
291
Penobscot Wealth Management
Maine
$725K +$2.78K +53 +0.4%
PTC
292
Private Trust Company
Ohio
$721K +$154K +2,933 +27%
CA
293
Continuum Advisory
Idaho
$710K +$9.29K +177 +1%
GWSG
294
GPS Wealth Strategies Group
Colorado
$710K -$340K -6,473 -32%
CCM
295
Crew Capital Management
Ohio
$706K -$267K -5,085 -27%
Goldman Sachs
296
Goldman Sachs
New York
$680K +$114K +2,169 +20%
JGIA
297
Jackson Grant Investment Advisers
Connecticut
$672K +$6.77K +129 +1%
G
298
GenTrust
Florida
$659K – – –
Koshinski Asset Management
299
Koshinski Asset Management
Illinois
$656K -$42.1K -802 -6%
Envestnet Portfolio Solutions
300
Envestnet Portfolio Solutions
Illinois
$636K +$636K +12,107 New
10 11
12
13 14