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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 %
PTC
326
Private Trust Company
Ohio
$476K -$53.2K -1,125 -10%
HWM
327
HB Wealth Management
Georgia
$470K +$224K +4,735 +91%
BlackRock
328
BlackRock
New York
$462K -$142 -3 -0%
FZCM
329
Flynn Zito Capital Management
New York
$462K +$84.6K +1,789 +22%
FMWA
330
Forvis Mazars Wealth Advisors
Missouri
$461K -$174K -3,670 -27%
SW
331
SlateStone Wealth
Florida
$458K – – –
SWM
332
Sanctuary Wealth Management
Idaho
$457K -$141K -2,991 -24%
ACM
333
Armbruster Capital Management
New York
$456K +$160K +3,374 +54%
MIM
334
Moseley Investment Management
Florida
$453K -$93.2K -1,971 -17%
ISWM
335
Independent Solutions Wealth Management
New York
$448K -$102K -2,147 -18%
TPWM
336
Twelve Points Wealth Management
Massachusetts
$448K – – –
DWP
337
Destiny Wealth Partners
Florida
$442K +$52.4K +1,107 +13%
PG
338
Patten Group
Tennessee
$432K +$55.9K +1,183 +15%
AIP
339
Ameritas Investment Partners
Nebraska
$426K +$38.4K +812 +10%
RSWM
340
Robertson Stephens Wealth Management
California
$418K – – –
VPP
341
Vertex Planning Partners
Illinois
$414K +$414K +8,754 New
TFGT
342
TS Financial Group (TSFG)
Illinois
$406K – – –
PWM
343
Perigon Wealth Management
California
$405K +$117K +2,482 +41%
IFPG
344
Intrepid Financial Planning Group
Indiana
$392K -$13.6K -287 -3%
RFN
345
RDA Financial Network
Iowa
$388K – – –
CIAS
346
CFS Investment Advisory Services
New Jersey
$379K -$16.5M -348,673 -98%
FWP
347
Firethorn Wealth Partners
Georgia
$377K +$2.93K +62 +0.8%
FCM
348
Fourpath Capital Management
Oklahoma
$376K -$715K -15,129 -66%
Lido Advisors
349
Lido Advisors
California
$368K -$284K -5,998 -44%
IA
350
IFP Advisors
Florida
$368K -$101K -2,558 -22%
12 13
14
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