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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 %
TSS
376
Two Sigma Securities
New York
$294K +$294K +6,218 New
CWM
377
Congress Wealth Management
Massachusetts
$292K +$292K +6,185 New
MCWS
378
McKinley Carter Wealth Services
West Virginia
$283K +$189 +4 +0.1%
HGWM
379
Horst & Graben Wealth Management
Oregon
$282K +$20K +422 +8%
SWM
380
Spire Wealth Management
Virginia
$278K +$75K +1,588 +37%
PWM
381
Paulson Wealth Management
Illinois
$271K +$49.7K +1,052 +22%
TWD
382
True Wealth Design
Ohio
$270K +$270K +5,703 New
VIM
383
Vista Investment Management
Pennsylvania
$265K -$10.3K -218 -4%
RPGK
384
Retirement Planning Group (Kansas)
Kansas
$259K +$2.08K +44 +0.8%
MWC
385
MBM Wealth Consultants
Missouri
$259K -$10.1K -215 -4%
CB
386
Commerce Bank
Missouri
$258K +$39.7K +840 +18%
JFA
387
JNBA Financial Advisors
Minnesota
$256K -$17.5K -369 -6%
CIA
388
Capital Investment Advisors
Georgia
$254K -$38.9K -822 -13%
CCB
389
Country Club Bank
Missouri
$249K – – –
FWP
390
Falcon Wealth Planning
California
$247K +$9.6K +203 +4%
NA
391
NewEdge Advisors
Louisiana
$246K -$204K -5,692 -45%
GCA
392
Gradient Capital Advisors
California
$245K +$47 +1 +0%
TI
393
Trexquant Investment
Connecticut
$242K +$242K +5,121 New
Kayne Anderson Rudnick Investment Management
394
Kayne Anderson Rudnick Investment Management
California
$241K – – –
DC
395
Davenport & Co
Virginia
$237K -$308K -6,520 -57%
AWM
396
Axxcess Wealth Management
California
$236K -$295K -6,234 -56%
WWM
397
WJ Wealth Management
Arizona
$235K -$112K -2,360 -32%
BAM
398
Baldrige Asset Management
Pennsylvania
$234K – – –
Cerity Partners
399
Cerity Partners
New York
$234K – – –
FWM
400
Focused Wealth Management
New York
$234K +$1.32K +28 +0.6%
14 15
16
17 18