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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 %
FFG
376
Ford Financial Group
California
$291K -$13.3M -263,766 -98%
PWM
377
Paulson Wealth Management
Illinois
$289K – – –
TWD
378
True Wealth Design
Ohio
$288K – – –
DC
379
Darrow Company
Massachusetts
$283K +$40.8K +809 +17%
FWP
380
Falcon Wealth Planning
California
$280K +$16.9K +335 +6%
FMI
381
F/M Investments
District of Columbia
$277K -$41.9K -831 -13%
CB
382
Commerce Bank
Missouri
$275K – – –
RPGK
383
Retirement Planning Group (Kansas)
Kansas
$273K -$3.68K -73 -1%
JFA
384
JNBA Financial Advisors
Minnesota
$273K – – –
CIA
385
Capital Investment Advisors
Georgia
$271K – – –
CCB
386
Country Club Bank
Missouri
$261K – – –
GCA
387
Gradient Capital Advisors
California
$261K – – –
Kayne Anderson Rudnick Investment Management
388
Kayne Anderson Rudnick Investment Management
California
$258K – – –
MWC
389
MBM Wealth Consultants
Missouri
$257K – – –
Empower Advisory Group
390
Empower Advisory Group
Colorado
$256K +$256K +5,051 New
BAM
391
Baldrige Asset Management
Pennsylvania
$250K – – –
FWM
392
Focused Wealth Management
New York
$249K +$303 +6 +0.1%
Cerity Partners
393
Cerity Partners
New York
$249K – – –
LA
394
Lifeworks Advisors
Michigan
$248K +$8.42K +167 +4%
CPW
395
Catalyst Private Wealth
California
$246K -$807 -16 -0.3%
GWS
396
Glassman Wealth Services
Virginia
$244K – – –
WBCM
397
Wilson & Boucher Capital Management
California
$242K – – –
OIM
398
Orca Investment Management
Oregon
$240K +$240K +4,753 New
Marshall Wace
399
Marshall Wace
United Kingdom
$238K +$238K +4,720 New
BFA
400
Beaumont Financial Advisors
Massachusetts
$237K – – –
14 15
16
17 18