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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

551 hedge funds and large institutions have $4.78B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 188 increasing their positions, 206 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+46
Holders Change %
+9.11%
% of All Funds
8.08%
Holding in Top 10
69
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15%
% of All Funds
1.01%
New
80
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
$137M
2
LPL Financial
LPL Financial
California
$513M
3
SPWG
Syntegra Private Wealth Group
Missouri
$76.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$172M
5
SFI
SPC Financial Inc
Maryland
$36.6M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$263M
2
Osaic Holdings
Osaic Holdings
Arizona
$77.5M
3
BCM
Brookstone Capital Management
Illinois
$1.54M
4
AF
Advisornet Financial
Minnesota
$9.76K
5
AWM
AE Wealth Management
Kansas
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAB
326
German American Bancorp
Indiana
$615K – – –
TYCC
327
Texas Yale Capital Corp
Florida
$612K – – –
B
328
Bridgeworth
Alabama
$605K -$16.5K -282 -3%
AMCA
329
Arthur M. Cohen & Associates
Illinois
$604K – – –
SFC
330
Strategic Financial Concepts
Texas
$602K -$1.18M -20,133 -66%
Millennium Management
331
Millennium Management
New York
$600K -$326K -5,571 -35%
AIP
332
Ameritas Investment Partners
Nebraska
$597K -$34.1K -584 -5%
DC
333
Darrow Company
Massachusetts
$591K +$299K +5,107 +102%
VPP
334
Vertex Planning Partners
Illinois
$583K +$171K +2,925 +41%
AWM
335
Axxcess Wealth Management
California
$580K -$3.39K -58 -0.6%
SFG
336
SNS Financial Group
Minnesota
$578K -$39.5K -675 -6%
LSA
337
L & S Advisors
California
$573K -$21.5K -367 -4%
DIM
338
DLK Investment Management
California
$568K +$568K +9,725 New
PWG
339
Private Wealth Group
Florida
$566K +$566K +9,682 New
GWP
340
Gateway Wealth Partners
Wisconsin
$557K -$1.53M -26,134 -73%
GWSG
341
GPS Wealth Strategies Group
Colorado
$557K -$234K -3,999 -30%
IGWM
342
ICA Group Wealth Management
Colorado
$551K -$36.2K -619 -6%
Northern Trust
343
Northern Trust
Illinois
$550K – – –
FMWA
344
Forvis Mazars Wealth Advisors
Missouri
$546K -$1.05K -18 -0.2%
FCM
345
Fourpath Capital Management
Oklahoma
$544K -$95.5K -1,633 -15%
HIP
346
HUB Investment Partners
Texas
$539K -$9K -154 -2%
TPWM
347
Twelve Points Wealth Management
Massachusetts
$539K -$292 -5 -0.1%
Betterment LLC
348
Betterment LLC
New York
$538K +$123K +2,103 +30%
MIM
349
Moseley Investment Management
Florida
$536K -$39.5K -676 -7%
PG
350
Patten Group
Tennessee
$530K +$64.2K +1,098 +14%
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