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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 %
WP
276
WealthSource Partners
California
$1.05M +$219K +3,741 +26%
LWM
277
LJI Wealth Management
Indiana
$1.04M +$4.33K +74 +0.4%
WEG
278
World Equity Group
Illinois
$1.03M +$87.1K +1,491 +9%
FHA
279
First Horizon Advisors
Tennessee
$1.02M – – –
CGFA
280
Colton Groome Financial Advisors
North Carolina
$1M -$978K -16,739 -49%
LCWP
281
Legacy Capital Wealth Partners
Arkansas
$1M -$91K -1,557 -8%
BBHC
282
Brown Brothers Harriman & Co
New York
$986K – – –
LWMG
283
Levy Wealth Management Group
Pennsylvania
$983K -$52.8K -903 -5%
IA
284
Insight Advisors
Pennsylvania
$980K +$13.9K +238 +1%
PCP
285
Proficio Capital Partners
Massachusetts
$978K +$289K +4,936 +42%
WFPG
286
Waller Financial Planning Group
Ohio
$963K +$17.3K +296 +2%
FWM
287
FMA Wealth Management
Massachusetts
$962K +$962K +16,459 New
SPAS
288
Spectrum Planning & Advisory Services
California
$957K +$8.89K +152 +0.9%
AWM
289
Apollon Wealth Management
South Carolina
$955K +$18K +308 +2%
TF
290
TLWM Financial
Texas
$944K +$23K +394 +3%
PTC
291
Private Trust Company
Ohio
$942K +$139K +2,376 +17%
GA
292
Goldstein Advisors
Wisconsin
$937K -$38.3K -656 -4%
Simplex Trading
293
Simplex Trading
Illinois
$936K +$936K +16,024 New
BEC
294
Blue Edge Capital
Virginia
$936K +$2.46K +42 +0.3%
LFP
295
Leeward Financial Partners
Washington
$928K +$3.68K +63 +0.4%
BFG
296
Berger Financial Group
Minnesota
$912K +$117 +2 +0%
CA
297
Cetera Advisors
Colorado
$910K +$226K +3,867 +33%
TC
298
TownSquare Capital
Utah
$899K -$120K -2,045 -12%
SPI
299
Sutton Place Investors
New York
$891K -$89.1K -1,525 -9%
NF
300
Nikulski Financial
Iowa
$878K -$3.86K -66 -0.4%
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12
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