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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
Woodard & Company Asset Management Group
North Carolina
$41.4M
2
Wells Fargo
Wells Fargo
California
$51.2M
3
Morgan Stanley
Morgan Stanley
New York
$95.1M
4
M1FG
Mach-1 Financial Group
Arkansas
$11.6M
5
AIM
Astor Investment Management
Illinois
$25.2M

Top Sellers

1
SWM
SigFig Wealth Management
California
$0
2
PSCM
Per Stirling Capital Management
Texas
$0
3
FFG
Ford Financial Group
California
$291K
4
BHB
Bank Hapoalim BM
Israel
$0
5
MCC
Money Concepts Capital
Florida
$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
401
Solano Wealth Management
California
$231K +$231K +4,577 New
CI
402
CX Institutional
Indiana
$228K -$1.78M -35,254 -89%
FNBOO
403
First National Bank of Omaha
Nebraska
$226K -$17.7K -350 -7%
FWA
404
FSM Wealth Advisors
Ohio
$217K +$353 +7 +0.2%
OWA
405
One Wealth Advisors
California
$213K – – –
CG
406
Colony Group
Massachusetts
$213K -$403K -7,986 -65%
VHAM
407
Van Hulzen Asset Management
California
$213K +$213K +4,214 New
MG
408
Mather Group
Illinois
$210K +$210K +4,174 New
BCMLT
409
Beacon Capital Management LLC (Tennessee)
Tennessee
$207K +$403 +8 +0.2%
OGF
410
Orin Green Financial
California
$207K +$207K +4,107 New
AWM
411
Adams Wealth Management
Utah
$205K +$205K +4,073 New
WWM
412
WT Wealth Management
Arizona
$205K +$205K +4,058 New
DWM
413
Destination Wealth Management
California
$204K +$204K +4,039 New
PFP
414
Paragon Financial Partners
California
$202K +$202K +3,998 New
PWMG
415
Prestige Wealth Management Group
New Jersey
$195K – – –
CTA
416
Colonial Trust Advisors
South Carolina
$182K – – –
PCMC
417
Private Capital Management (Colorado)
Colorado
$179K +$179K +3,550 New
MPCG
418
Matrix Private Capital Group
New York
$179K – – –
BF
419
BOK Financial
Oklahoma
$151K -$909K -18,032 -86%
CWM
420
Compass Wealth Management
Connecticut
$139K -$6.56K -130 -5%
Qube Research & Technologies (QRT)
421
Qube Research & Technologies (QRT)
United Kingdom
$127K +$127K +2,520 New
APC
422
Aspire Private Capital
North Carolina
$124K +$19.8K +393 +19%
SS
423
Sunbelt Securities
Texas
$124K +$124K +2,486 New
PMFA
424
Plante Moran Financial Advisors
Michigan
$116K -$6.2K -123 -5%
AA
425
Ancora Advisors
Ohio
$114K – – –
15 16
17
18 19