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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

551 hedge funds and large institutions have $4.78B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 188 increasing their positions, 206 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+46
Holders Change %
+9.11%
% of All Funds
8.08%
Holding in Top 10
69
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15%
% of All Funds
1.01%
New
80
Increased
188
Reduced
206
Closed
27
Calls
$4.9M
Puts
$164K
Net Calls
+$4.74M
Net Calls Change
+$551K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$137M
2
LPL Financial
LPL Financial
California
$513M
3
SPWG
Syntegra Private Wealth Group
Missouri
$76.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$172M
5
SFI
SPC Financial Inc
Maryland
$36.6M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$263M
2
Osaic Holdings
Osaic Holdings
Arizona
$77.5M
3
BCM
Brookstone Capital Management
Illinois
$1.54M
4
AF
Advisornet Financial
Minnesota
$9.76K
5
AWM
AE Wealth Management
Kansas
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
376
Raleigh Capital Management
North Carolina
$423K -$43.1K -737 -9%
AAS
377
Ameritas Advisory Services
Nebraska
$418K +$43.8K +735 +12%
NP
378
NorthRock Partners
Minnesota
$418K +$16.8K +288 +4%
SP
379
Successful Portfolios
Florida
$418K – – –
PWM
380
Partnership Wealth Management
Maryland
$415K +$415K +7,006 New
CA
381
Crumly & Associates
Illinois
$412K – – –
SIMC
382
Squire Investment Management Company
Utah
$412K +$412K +7,047 New
HGWM
383
Horst & Graben Wealth Management
Oregon
$407K +$11.2K +192 +3%
AWM
384
Able Wealth Management
New Jersey
$405K +$405K +6,926 New
KLI
385
Kelman-Lazarov Inc
Tennessee
$405K – – –
VWM
386
Vigilare Wealth Management
Arizona
$404K +$175 +3 +0%
GIA
387
Gladstone Institutional Advisory
Florida
$404K -$59K -1,010 -13%
PWMG
388
Pinnacle Wealth Management Group
Michigan
$399K – – –
ETIA
389
Epic Trust Investment Advisors
Washington
$395K -$105K -1,794 -21%
BJL
390
Brighton Jones LLC
Washington
$393K +$1.58K +27 +0.4%
HWM
391
Howard Wealth Management
Connecticut
$391K -$19.6K -335 -5%
TPWA
392
TRUE Private Wealth Advisors
Oregon
$388K -$30.8K -527 -7%
GC
393
Gilbert & Cook
Iowa
$387K – – –
AWA
394
ARQ Wealth Advisors
Arizona
$387K -$17.6K -301 -4%
LMKC
395
L.M. Kohn & Company
Ohio
$386K -$43.3K -741 -10%
LWM
396
Liberty Wealth Management
California
$381K +$198K +5,051 +108%
AAS
397
Avantax Advisory Services
Texas
$370K -$24.7K -423 -6%
BAM
398
Belpointe Asset Management
Nevada
$369K +$90K +1,540 +32%
Fisher Asset Management
399
Fisher Asset Management
Washington
$368K +$368K +6,297 New
BlackRock
400
BlackRock
New York
$367K – – –
14 15
16
17 18