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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
$206M
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
$61.2M
2
FEG
Financial Enhancement Group
Indiana
$10.9M
3
WEG
World Equity Group
Illinois
$2.87M
4
M1FG
Mach-1 Financial Group
Arkansas
$0
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
376
McKinley Carter Wealth Services
West Virginia
$326K – – –
AAS
377
Avantax Advisory Services
Texas
$321K +$1.25K +23 +0.4%
RRCM
378
Rappaport Reiches Capital Management
Illinois
$320K -$206K -3,786 -39%
DC
379
Darrow Company
Massachusetts
$313K +$7.57K +139 +2%
PWM
380
Paulson Wealth Management
Illinois
$312K – – –
TWD
381
True Wealth Design
Ohio
$310K – – –
FFWM
382
Future Financial Wealth Management
Ohio
$309K -$251K -4,615 -45%
BFP
383
Brewster Financial Planning
New York
$309K -$31.2K -573 -9%
MWM
384
Modera Wealth Management
New Jersey
$307K +$307K +5,646 New
VIM
385
Vista Investment Management
Pennsylvania
$305K -$12K -220 -4%
TI
386
Truepoint Inc
Ohio
$300K +$300K +5,505 New
DAS
387
Dynamic Advisor Solutions
Arizona
$299K +$299K +5,494 New
CB
388
Commerce Bank
Missouri
$297K – – –
Two Sigma Advisers
389
Two Sigma Advisers
New York
$286K +$286K +5,247 New
CCB
390
Country Club Bank
Missouri
$283K – – –
RPGK
391
Retirement Planning Group (Kansas)
Kansas
$283K -$11.9K -219 -4%
JFA
392
JNBA Financial Advisors
Minnesota
$282K -$12.2K -225 -4%
Kayne Anderson Rudnick Investment Management
393
Kayne Anderson Rudnick Investment Management
California
$278K – – –
CPW
394
Catalyst Private Wealth
California
$265K – – –
BAM
395
Belpointe Asset Management
Nevada
$264K -$3.74M -68,677 -93%
AWM
396
Adams Wealth Management
Utah
$263K +$41.4K +760 +19%
MWC
397
MBM Wealth Consultants
Missouri
$262K -$38.7K -705 -13%
WBCM
398
Wilson & Boucher Capital Management
California
$261K – – –
SWM
399
Solano Wealth Management
California
$259K +$10.1K +185 +4%
FWM
400
Focused Wealth Management
New York
$257K -$12.5K -229 -5%
14 15
16
17 18