SPTM icon

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 %
UFA
301
US Financial Advisors
Massachusetts
$680K +$35.4K +651 +5%
WOSD
302
WFA of San Diego
California
$679K -$177K -3,248 -21%
CGPCS
303
Capital Group Private Client Services
California
$657K – – –
AWA
304
ARQ Wealth Advisors
Arizona
$648K -$374K -6,878 -37%
PCP
305
Proficio Capital Partners
Massachusetts
$642K – – –
OFP
306
OLIO Financial Planning
Virginia
$640K – – –
B
307
Bridgeworth
Alabama
$639K -$15.2K -280 -2%
MWM
308
MBE Wealth Management
Wisconsin
$636K -$653 -12 -0.1%
SWA
309
Stratos Wealth Advisors
Ohio
$609K +$91.5K +1,681 +18%
ETIA
310
Epic Trust Investment Advisors
Washington
$605K +$54 +1 +0%
GF
311
Goodman Financial
Texas
$603K -$33.4K -614 -5%
PTC
312
Private Trust Company
Ohio
$588K +$144K +2,637 +32%
Goldman Sachs
313
Goldman Sachs
New York
$588K -$2.29M -41,981 -80%
SFG
314
SNS Financial Group
Minnesota
$583K -$675K -12,393 -54%
GAB
315
German American Bancorp
Indiana
$573K – – –
TYCC
316
Texas Yale Capital Corp
Florida
$570K – – –
RWM
317
Rockwood Wealth Management
Pennsylvania
$569K -$17.9K -328 -3%
AMCA
318
Arthur M. Cohen & Associates
Illinois
$563K – – –
AIP
319
Ameritas Investment Partners
Nebraska
$558K +$35.7K +656 +7%
MIM
320
Moseley Investment Management
Florida
$552K +$3.97K +73 +0.7%
HIP
321
HUB Investment Partners
Texas
$550K -$1.85K -34 -0.3%
GCA
322
Gradient Capital Advisors
California
$545K +$264K +4,844 +94%
AWM
323
Axxcess Wealth Management
California
$540K -$3.65K -67 -0.7%
CA
324
CoreCap Advisors
Michigan
$539K +$539K +9,899 New
MWM
325
McNaughton Wealth Management
California
$538K -$109K -2,002 -17%
11 12
13
14 15