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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

505 hedge funds and large institutions have $3.93B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 185 increasing their positions, 200 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
8.05%
Holding in Top 10
60
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.96%
New
39
Increased
185
Reduced
200
Closed
33
Calls
$4.25M
Puts
$65K
Net Calls
+$4.19M
Net Calls Change
-$15.4M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$72.5M
2
FGAM
Financial Gravity Asset Management
Texas
+$72.5M
3
Charles Schwab
Charles Schwab
California
+$36.3M
4
RHP
Royal Harbor Partners
Texas
+$35.1M
5
Osaic Holdings
Osaic Holdings
Arizona
+$27.7M

Top Sellers

1
VAG
VisionPoint Advisory Group
Texas
-$26.3M
2
HWM
Horizon Wealth Management
Illinois
-$23.2M
3
DI
DAGCO Inc
Ohio
-$12.2M
4
EWA
EP Wealth Advisors
California
-$10M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
376
Gilbert & Cook
Iowa
$348K +$348K +6,628 New
CAM
377
Congress Asset Management
Massachusetts
$346K +$346K +6,590 New
VF
378
Vawter Financial
Ohio
$332K -$38.5K -733 -10%
AAS
379
Ameritas Advisory Services
Nebraska
$331K +$331K +6,292 New
BlackRock
380
BlackRock
New York
$330K – – –
RFN
381
RDA Financial Network
Iowa
$328K – – –
KWA
382
Kingswood Wealth Advisors
California
$327K +$327K +6,239 New
FC
383
Fusion Capital
South Carolina
$327K -$12.9K -245 -4%
CIA
384
Compass Ion Advisors
Pennsylvania
$317K +$420 +8 +0.1%
CWM
385
Connecticut Wealth Management
Connecticut
$316K +$316K +6,023 New
PNC Financial Services Group
386
PNC Financial Services Group
Pennsylvania
$316K +$273K +5,200 +636%
MCWS
387
McKinley Carter Wealth Services
West Virginia
$315K – – –
HWM
388
HB Wealth Management
Georgia
$306K -$138K -2,635 -31%
FWP
389
Falcon Wealth Planning
California
$306K -$35.5K -676 -10%
PWM
390
Paulson Wealth Management
Illinois
$306K +$5.25K +100 +2%
SWA
391
Sightline Wealth Advisors
Connecticut
$303K +$70.4K +1,342 +30%
TWD
392
True Wealth Design
Ohio
$299K – – –
MWM
393
Modera Wealth Management
New Jersey
$296K -$210 -4 -0.1%
DAS
394
Dynamic Advisor Solutions
Arizona
$293K +$5.09K +97 +2%
VIM
395
Vista Investment Management
Pennsylvania
$293K -$1.26K -24 -0.4%
RRCM
396
Rappaport Reiches Capital Management
Illinois
$289K -$19.4K -370 -6%
TI
397
Truepoint Inc
Ohio
$288K -$735 -14 -0.3%
CB
398
Commerce Bank
Missouri
$287K – – –
BFP
399
Brewster Financial Planning
New York
$286K -$11.7K -223 -4%
FWP
400
Firethorn Wealth Partners
Georgia
$285K -$158K -3,012 -36%
14 15
16
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