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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 %
TRCT
326
Tower Research Capital (TRC)
New York
$502K +$300K +5,717 +149%
CW
327
CreativeOne Wealth
Kansas
$499K -$1.61M -30,640 -76%
Northern Trust
328
Northern Trust
Illinois
$494K +$494K +9,409 New
DC
329
Davenport & Co
Virginia
$493K – – –
HIP
330
HUB Investment Partners
Texas
$493K -$37.4K -713 -7%
FMWA
331
Forvis Mazars Wealth Advisors
Missouri
$492K +$1.94K +37 +0.4%
TPWM
332
Twelve Points Wealth Management
Massachusetts
$485K -$12.8K -243 -3%
SWM
333
Sanctuary Wealth Management
Idaho
$481K -$20.8K -396 -4%
DWP
334
Destiny Wealth Partners
Florida
$476K -$10.2K -194 -2%
USCWA
335
U.S. Capital Wealth Advisors
Texas
$475K – – –
HSG
336
Helen Stephens Group
Texas
$471K -$14.1K -269 -3%
SW
337
SlateStone Wealth
Florida
$459K +$10.5K +200 +2%
RSWM
338
Robertson Stephens Wealth Management
California
$458K – – –
MOS
339
MGO One Seven
Ohio
$458K -$258K -4,913 -36%
ETIA
340
Epic Trust Investment Advisors
Washington
$449K -$135K -2,569 -23%
BP
341
BCK Partners
New York
$441K +$8.24K +157 +2%
CIAS
342
CFS Investment Advisory Services
New Jersey
$426K – – –
DI
343
DAGCO Inc
Ohio
$425K -$12.2M -48,898 -97%
IFPG
344
Intrepid Financial Planning Group
Indiana
$423K -$11.5K -220 -3%
IWN
345
Independent Wealth Network
Iowa
$420K +$1.63K +31 +0.4%
PG
346
Patten Group
Tennessee
$419K -$52 -1 -0%
RCM
347
Raleigh Capital Management
North Carolina
$418K -$18.7K -357 -4%
GIA
348
Gladstone Institutional Advisory
Florida
$416K -$19.7K -376 -5%
FZCM
349
Flynn Zito Capital Management
New York
$410K -$67.4K -1,284 -14%
CGF
350
Constant Guidance Financial
Massachusetts
$407K +$407K +7,777 New
12 13
14
15 16