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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

502 hedge funds and large institutions have $3.83B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 191 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+20
Holders Change %
+4.15%
% of All Funds
7.92%
Holding in Top 10
60
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.69%
% of All Funds
0.95%
New
50
Increased
191
Reduced
191
Closed
24
Calls
$19.6M
Puts
$76K
Net Calls
+$19.6M
Net Calls Change
+$16.5M

Top Buyers

1
SWM
SigFig Wealth Management
California
+$30.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$29.1M
3
HWM
Horizon Wealth Management
Illinois
+$23.2M
4
LPT
Legacy Private Trust
Wisconsin
+$16.2M
5
RCS
Retirement Capital Strategies
California
+$13.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$41.5M
2
FEG
Financial Enhancement Group
Indiana
-$26.1M
3
WEG
World Equity Group
Illinois
-$15.1M
4
M1FG
Mach-1 Financial Group
Arkansas
-$11.6M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
351
CFS Investment Advisory Services
New Jersey
$442K – – –
PG
352
Patten Group
Tennessee
$434K -$61.2K -1,125 -12%
IWN
353
Independent Wealth Network
Iowa
$434K +$32.9K +604 +8%
Lido Advisors
354
Lido Advisors
California
$420K +$54 +1 +0%
HWM
355
Howard Wealth Management
Connecticut
$414K +$1.63K +30 +0.4%
GM
356
GeoWealth Management
Illinois
$412K -$4.67K -86 -1%
PFG
357
Prosperity Financial Group
California
$409K +$409K +7,522 New
PP
358
PrairieView Partners
Minnesota
$407K -$12.1K -222 -3%
TFGT
359
TS Financial Group (TSFG)
Illinois
$406K +$54 +1 +0%
FMI
360
F/M Investments
District of Columbia
$402K +$103K +1,892 +35%
VF
361
Vawter Financial
Ohio
$384K +$384K +7,050 New
CA
362
Crumly & Associates
Illinois
$384K – – –
KLI
363
Kelman-Lazarov Inc
Tennessee
$377K – – –
VWM
364
Vigilare Wealth Management
Arizona
$376K +$218 +4 +0.1%
NP
365
NorthRock Partners
Minnesota
$372K -$67.5K -1,239 -15%
SP
366
Successful Portfolios
Florida
$372K – – –
PWMG
367
Pinnacle Wealth Management Group
Michigan
$372K -$192K -3,527 -34%
BJL
368
Brighton Jones LLC
Washington
$364K -$68.7K -1,261 -16%
HGWM
369
Horst & Graben Wealth Management
Oregon
$361K -$17.9K -329 -5%
VPP
370
Vertex Planning Partners
Illinois
$361K +$12K +221 +3%
FWP
371
Falcon Wealth Planning
California
$355K +$52.5K +965 +17%
FC
372
Fusion Capital
South Carolina
$353K +$1.25K +23 +0.4%
BlackRock
373
BlackRock
New York
$342K -$79.3K -1,457 -19%
RFN
374
RDA Financial Network
Iowa
$340K -$22.3K -409 -6%
CIA
375
Compass Ion Advisors
Pennsylvania
$328K -$1.31K -24 -0.4%
13 14
15
16 17