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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 %
CPW
401
Catalyst Private Wealth
California
$231K – – –
FNBOO
402
First National Bank of Omaha
Nebraska
$229K – – –
GWS
403
Glassman Wealth Services
Virginia
$229K -$69.4K -1,468 -23%
DC
404
Darrow Company
Massachusetts
$227K +$227K +4,804 New
WBCM
405
Wilson & Boucher Capital Management
California
$227K – – –
FAIM
406
Financial Advocates Investment Management
Washington
$225K -$17.1K -361 -7%
LA
407
Lifeworks Advisors
Michigan
$224K -$567 -12 -0.3%
RCM
408
Raleigh Capital Management
North Carolina
$224K -$362K -7,656 -62%
BFA
409
Beaumont Financial Advisors
Massachusetts
$222K – – –
CWM
410
Catalyst Wealth Management
Georgia
$210K +$210K +4,439 New
HWMA
411
Heritage Wealth Management (Arizona)
Arizona
$204K +$102K +2,160 +100%
FWA
412
FSM Wealth Advisors
Ohio
$203K +$203K +4,292 New
OWA
413
One Wealth Advisors
California
$200K -$20.7K -437 -9%
BCMLT
414
Beacon Capital Management LLC (Tennessee)
Tennessee
$194K +$4.92K +104 +3%
PWMG
415
Prestige Wealth Management Group
New Jersey
$183K -$37.6K -795 -17%
LK
416
Lumbard & Kellner
New Hampshire
$175K +$175K +3,692 New
CTA
417
Colonial Trust Advisors
South Carolina
$170K +$170K +3,600 New
MPCG
418
Matrix Private Capital Group
New York
$168K – – –
Simplex Trading
419
Simplex Trading
Illinois
$140K +$140K +2,964 New
CWM
420
Compass Wealth Management
Connecticut
$136K +$136K +2,883 New
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$118K – – –
PMFA
422
Plante Moran Financial Advisors
Michigan
$115K +$520 +11 +0.5%
AA
423
Ancora Advisors
Ohio
$107K +$47 +1 +0%
APC
424
Aspire Private Capital
North Carolina
$97.8K -$36K -761 -27%
S
425
SignatureFD
Georgia
$75.5K -$168K -3,559 -69%
15 16
17
18 19