SPTM icon

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
7.71%
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 %
PCP
301
Proficio Capital Partners
Massachusetts
$595K – – –
OFP
302
OLIO Financial Planning
Virginia
$593K – – –
TC
303
TownSquare Capital
Utah
$591K +$591K +11,725 New
GF
304
Goodman Financial
Texas
$589K +$21.9K +435 +4%
MWM
305
MBE Wealth Management
Wisconsin
$589K -$11.5K -228 -2%
TC
306
Trilogy Capital
California
$579K -$83.9K -1,663 -13%
SS
307
Simplicity Solutions
Minnesota
$572K +$572K +11,346 New
ETIA
308
Epic Trust Investment Advisors
Washington
$561K -$65.3K -1,295 -10%
RWM
309
Rockwood Wealth Management
Pennsylvania
$543K -$20.7K -410 -4%
GAB
310
German American Bancorp
Indiana
$531K – – –
TYCC
311
Texas Yale Capital Corp
Florida
$528K – – –
PWMG
312
Pinnacle Wealth Management Group
Michigan
$522K -$51.3K -1,017 -9%
AMCA
313
Arthur M. Cohen & Associates
Illinois
$521K – – –
FFWM
314
Future Financial Wealth Management
Ohio
$521K -$4.03M -79,665 -89%
PGFC
315
Peapack-Gladstone Financial Corp
New Jersey
$520K – – –
HIP
316
HUB Investment Partners
Texas
$511K +$511K +10,130 New
CCM
317
Coldstream Capital Management
Washington
$509K -$105K -2,079 -17%
MIM
318
Moseley Investment Management
Florida
$508K +$25.1K +497 +5%
AWM
319
Axxcess Wealth Management
California
$503K +$251K +4,985 +100%
HSG
320
Helen Stephens Group
Texas
$487K -$28.8K -571 -6%
RRCM
321
Rappaport Reiches Capital Management
Illinois
$487K -$36.8K -730 -7%
AIP
322
Ameritas Investment Partners
Nebraska
$484K +$29.4K +582 +6%
IGWM
323
ICA Group Wealth Management
Colorado
$482K +$127K +2,516 +36%
SFM
324
Signet Financial Management
New Jersey
$482K -$30.9K -612 -6%
SWA
325
Stratos Wealth Advisors
Ohio
$479K -$40.4K -802 -8%
11 12
13
14 15