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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
+$72.5M
2
FGAM
Financial Gravity Asset Management
Texas
+$72.5M
3
Charles Schwab
Charles Schwab
California
+$36.3M
4
RHP
Royal Harbor Partners
Texas
+$35.1M
5
Osaic Holdings
Osaic Holdings
Arizona
+$27.7M

Top Sellers

1
VAG
VisionPoint Advisory Group
Texas
-$26.3M
2
HWM
Horizon Wealth Management
Illinois
-$23.2M
3
DI
DAGCO Inc
Ohio
-$12.2M
4
EWA
EP Wealth Advisors
California
-$10M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGPCS
301
Capital Group Private Client Services
California
$634K – – –
PCP
302
Proficio Capital Partners
Massachusetts
$619K – – –
OFP
303
OLIO Financial Planning
Virginia
$617K – – –
CA
304
Cetera Advisors
Colorado
$614K -$143K -2,724 -19%
WOSD
305
WFA of San Diego
California
$606K -$48.9K -932 -7%
SWA
306
Stratos Wealth Advisors
Ohio
$605K +$18.3K +349 +3%
TSS
307
Two Sigma Securities
New York
$602K +$602K +11,467 New
UFA
308
US Financial Advisors
Massachusetts
$602K -$53.7K -1,023 -8%
Two Sigma Advisers
309
Two Sigma Advisers
New York
$583K +$307K +5,853 +112%
MWM
310
MBE Wealth Management
Wisconsin
$578K -$34.9K -665 -6%
FCM
311
Fourpath Capital Management
Oklahoma
$575K +$575K +10,945 New
AIP
312
Ameritas Investment Partners
Nebraska
$567K +$28.6K +545 +5%
CWM
313
Cornerstone Wealth Management
Missouri
$561K -$246K -4,692 -30%
B
314
Bridgeworth
Alabama
$558K -$58.3K -1,111 -9%
SFG
315
SNS Financial Group
Minnesota
$554K -$7.87K -150 -1%
GF
316
Goodman Financial
Texas
$553K -$28.6K -545 -5%
GAB
317
German American Bancorp
Indiana
$552K – – –
TYCC
318
Texas Yale Capital Corp
Florida
$549K – – –
AMCA
319
Arthur M. Cohen & Associates
Illinois
$543K – – –
ACM
320
Armbruster Capital Management
New York
$542K +$32.4K +617 +6%
LSA
321
L & S Advisors
California
$534K -$240K -4,571 -31%
IGWM
322
ICA Group Wealth Management
Colorado
$527K +$35.3K +672 +7%
AWM
323
Axxcess Wealth Management
California
$524K +$3.15K +60 +0.6%
MIM
324
Moseley Investment Management
Florida
$517K -$15.6K -297 -3%
SFM
325
Signet Financial Management
New Jersey
$502K +$8.24K +157 +2%
11 12
13
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