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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

482 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 184 increasing their positions, 181 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
7.71%
Holding in Top 10
59
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.67%
% of All Funds
0.94%
New
44
Increased
184
Reduced
181
Closed
33
Calls
$3.43M
Puts
$358K
Net Calls
+$3.08M
Net Calls Change
+$2.1M

Top Buyers

1
WCAMG
1
Woodard & Company Asset Management Group
North Carolina
$41.4M
2
Wells Fargo
2
Wells Fargo
California
$51.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$95.1M
4
M1FG
4
Mach-1 Financial Group
Arkansas
$11.6M
5
AIM
5
Astor Investment Management
Illinois
$25.2M

Top Sellers

1
SWM
1
SigFig Wealth Management
California
$0
2
PSCM
2
Per Stirling Capital Management
Texas
$0
3
FFG
3
Ford Financial Group
California
$291K
4
BHB
4
Bank Hapoalim BM
Israel
$0
5
MCC
5
Money Concepts Capital
Florida
$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
351
BlackRock
New York
$390K -$103K -2,039 -21%
Lido Advisors
352
Lido Advisors
California
$389K -$4.03K -80 -1%
PP
353
PrairieView Partners
Minnesota
$388K +$50 +1 +0%
GM
354
GeoWealth Management
Illinois
$386K -$1.57M -31,267 -80%
HWM
355
Howard Wealth Management
Connecticut
$382K +$12.9K +255 +3%
TFGT
356
TS Financial Group (TSFG)
Illinois
$376K -$56.5K -1,120 -13%
IWN
357
Independent Wealth Network
Iowa
$372K +$1.36K +27 +0.4%
CA
358
Crumly & Associates
Illinois
$355K – – –
HGWM
359
Horst & Graben Wealth Management
Oregon
$351K +$50.5K +1,001 +17%
KLI
360
Kelman-Lazarov Inc
Tennessee
$349K – – –
VWM
361
Vigilare Wealth Management
Arizona
$348K +$202 +4 +0.1%
SP
362
Successful Portfolios
Florida
$344K – – –
RFN
363
RDA Financial Network
Iowa
$336K -$78.2K -1,550 -19%
NA
364
NewEdge Advisors
Louisiana
$333K -$13.5K -267 -4%
FC
365
Fusion Capital
South Carolina
$325K +$1.41K +28 +0.4%
IHWM
366
Iron Horse Wealth Management
Iowa
$324K -$13.8K -274 -4%
VPP
367
Vertex Planning Partners
Illinois
$323K -$119K -2,353 -27%
YIH
368
Y-Intercept (HK)
Hong Kong
$321K +$321K +6,374 New
BFP
369
Brewster Financial Planning
New York
$315K – – –
Susquehanna International Group
370
Susquehanna International Group
Pennsylvania
$311K -$3.39M -67,305 -92%
AAS
371
Ameritas Advisory Services
Nebraska
$309K -$36.8K -727 -11%
CIA
372
Compass Ion Advisors
Pennsylvania
$305K -$4.55M -90,221 -94%
MCWS
373
McKinley Carter Wealth Services
West Virginia
$302K – – –
AAS
374
Avantax Advisory Services
Texas
$296K -$27.1K -537 -8%
VIM
375
Vista Investment Management
Pennsylvania
$294K +$11.6K +230 +4%
13 14
15
16 17