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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 %
CCM
301
Coldstream Capital Management
Washington
$576K +$576K +12,174 New
AT
302
American Trust
Kentucky
$573K +$573K +20,299 New
CGPCS
303
Capital Group Private Client Services
California
$571K – – –
TVAMP
304
Tennessee Valley Asset Management Partners
Tennessee
$567K +$567K +11,988 New
MWM
305
MBE Wealth Management
Wisconsin
$563K -$37.6K -796 -6%
PCP
306
Proficio Capital Partners
Massachusetts
$558K – – –
LWAC
307
Laurel Wealth Advisors (California)
California
$557K -$20.5K -434 -4%
UFA
308
US Financial Advisors
Massachusetts
$548K -$216K -4,560 -28%
AWM
309
Apollon Wealth Management
South Carolina
$543K +$60.7K +1,283 +13%
PWMG
310
Pinnacle Wealth Management Group
Michigan
$538K – – –
ACA
311
Aptus Capital Advisors
Alabama
$536K -$633K -13,389 -54%
GF
312
Goodman Financial
Texas
$532K +$33.7K +713 +7%
RWM
313
Rockwood Wealth Management
Pennsylvania
$529K -$17.8K -376 -3%
MAS
314
Meeder Advisory Services
Ohio
$515K +$515K +10,887 New
LMKC
315
L.M. Kohn & Company
Ohio
$499K +$15.8K +335 +3%
GAB
316
German American Bancorp
Indiana
$498K +$498K +10,525 New
TYCC
317
Texas Yale Capital Corp
Florida
$495K – – –
RRCM
318
Rappaport Reiches Capital Management
Illinois
$492K -$99.1K -2,095 -17%
CW
319
CreativeOne Wealth
Kansas
$490K -$346K -7,305 -41%
PGFC
320
Peapack-Gladstone Financial Corp
New Jersey
$489K +$7.1K +150 +1%
SFS
321
Sowell Financial Services
Arkansas
$489K +$489K +10,334 New
AMCA
322
Arthur M. Cohen & Associates
Illinois
$489K – – –
SWA
323
Stratos Wealth Advisors
Ohio
$487K +$34.1K +722 +8%
HSG
324
Helen Stephens Group
Texas
$484K -$540K -11,411 -53%
SFM
325
Signet Financial Management
New Jersey
$481K -$41.3K -874 -8%
11 12
13
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