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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 %
FAIM
301
Financial Advocates Investment Management
Washington
$861K -$318K -5,413 -27%
Belvedere Trading
302
Belvedere Trading
Illinois
$858K +$2.86K +49 +0.3%
AWP
303
Avid Wealth Partners
Texas
$858K +$858K +14,678 New
BWP
304
Bernardo Wealth Planning
Pennsylvania
$849K -$12.5K -213 -1%
PWM
305
Penobscot Wealth Management
Maine
$810K +$3.16K +54 +0.4%
PWM
306
Prentice Wealth Management
New York
$808K – – –
PFG
307
Prosperity Financial Group
California
$804K +$402K +6,871 +100%
WS
308
Wedbush Securities
California
$803K -$5.02K -86 -0.6%
Bank of New York Mellon
309
Bank of New York Mellon
New York
$774K -$74.3K -1,271 -9%
CCM
310
Crew Capital Management
Ohio
$770K -$16.2K -278 -2%
CSPAM
311
Cary Street Partners Asset Management
Virginia
$763K -$218K -3,726 -22%
AWA
312
Arkadios Wealth Advisors
Georgia
$760K +$760K +12,999 New
JGIA
313
Jackson Grant Investment Advisers
Connecticut
$750K +$1.87K +32 +0.2%
G
314
GenTrust
Florida
$734K – – –
PCMC
315
Planning Capital Management Corporation
Pennsylvania
$729K +$729K +12,465 New
JWCA
316
J.W. Cole Advisors
Florida
$701K +$701K +11,993 New
OFP
317
OLIO Financial Planning
Virginia
$687K -$2.52K -43 -0.4%
CA
318
Continuum Advisory
Idaho
$673K -$117K -2,008 -15%
Envestnet Portfolio Solutions
319
Envestnet Portfolio Solutions
Illinois
$668K -$39.4K -674 -6%
RMF
320
Red Mountain Financial
Colorado
$662K +$662K +11,329 New
ACM
321
Armbruster Capital Management
New York
$650K +$46.9K +802 +8%
SWA
322
Stratos Wealth Advisors
Ohio
$638K -$36.2K -620 -5%
UFA
323
US Financial Advisors
Massachusetts
$637K -$32.7K -560 -5%
MWM
324
MBE Wealth Management
Wisconsin
$637K -$6.2K -106 -1%
WWM
325
Wiser Wealth Management
Georgia
$621K -$2.12M -36,874 -77%
11 12
13
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