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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
$31.4M
3
GAG
GM Advisory Group
New York
$28.6M
4
LPL Financial
LPL Financial
California
$322M
5
PS
Portfolio Strategies
New York
$26.5M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
$17.8M
2
Wells Fargo
Wells Fargo
California
$31.2M
3
AIM
Astor Investment Management
Illinois
$13M
4
CIAS
CFS Investment Advisory Services
New Jersey
$379K
5
VAG
VisionPoint Advisory Group
Texas
$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
351
NorthRock Partners
Minnesota
$368K – – –
PP
352
PrairieView Partners
Minnesota
$364K -$4.58K -97 -1%
BP
353
BCK Partners
New York
$364K +$16.5K +349 +5%
GIA
354
Gladstone Institutional Advisory
Florida
$363K +$13.1K +276 +4%
TFS
355
TrustCore Financial Services
Tennessee
$355K +$52K +1,100 +17%
IWN
356
Independent Wealth Network
Iowa
$347K +$1.51K +32 +0.4%
HWM
357
Howard Wealth Management
Connecticut
$346K -$4.49K -95 -1%
Citigroup
358
Citigroup
New York
$338K +$338K +7,152 +357,600%
CA
359
Cetera Advisors
Colorado
$336K -$8.28K -175 -2%
IGWM
360
ICA Group Wealth Management
Colorado
$333K +$57.2K +1,210 +21%
CA
361
Crumly & Associates
Illinois
$333K – – –
RFA
362
Resurgent Financial Advisors
Georgia
$332K – – –
KLI
363
Kelman-Lazarov Inc
Tennessee
$327K – – –
VWM
364
Vigilare Wealth Management
Arizona
$326K -$78K -1,650 -19%
Renaissance Technologies
365
Renaissance Technologies
New York
$326K -$208K -4,400 -39%
SP
366
Successful Portfolios
Florida
$323K -$8.04K -170 -2%
AAS
367
Ameritas Advisory Services
Nebraska
$322K +$35.6K +752 +12%
CAM
368
Congress Asset Management
Massachusetts
$321K +$321K +6,785 New
IHWM
369
Iron Horse Wealth Management
Iowa
$317K +$209K +4,416 +193%
BJL
370
Brighton Jones LLC
Washington
$313K +$1.37K +29 +0.4%
FC
371
Fusion Capital
South Carolina
$304K +$17.8K +376 +6%
AAS
372
Avantax Advisory Services
Texas
$303K +$52K +1,099 +21%
FMI
373
F/M Investments
District of Columbia
$299K +$299K +6,315 New
T
374
TRUADVICE
Florida
$296K +$17.3K +352 +6%
BFP
375
Brewster Financial Planning
New York
$296K – – –
13 14
15
16 17