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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 %
BFA
401
Beaumont Financial Advisors
Massachusetts
$256K – – –
WWM
402
WJ Wealth Management
Arizona
$254K +$254K +4,672 New
DCM
403
Donaldson Capital Management
Indiana
$254K +$254K +4,664 New
OIM
404
Orca Investment Management
Oregon
$249K -$9.96K -183 -4%
FNBOO
405
First National Bank of Omaha
Nebraska
$244K – – –
MG
406
Mather Group
Illinois
$242K +$15.2K +279 +7%
GWS
407
Glassman Wealth Services
Virginia
$239K -$24.1K -442 -9%
LA
408
Lifeworks Advisors
Michigan
$239K -$28.9K -530 -11%
PGFC
409
Peapack-Gladstone Financial Corp
New Jersey
$238K -$325K -5,960 -58%
FWA
410
FSM Wealth Advisors
Ohio
$232K -$1.91K -35 -0.8%
OWA
411
One Wealth Advisors
California
$230K – – –
CG
412
Colony Group
Massachusetts
$230K +$218 +4 +0.1%
VHAM
413
Van Hulzen Asset Management
California
$229K – – –
OGF
414
Orin Green Financial
California
$224K +$762 +14 +0.3%
BCMLT
415
Beacon Capital Management LLC (Tennessee)
Tennessee
$224K +$435 +8 +0.2%
SWA
416
Sightline Wealth Advisors
Connecticut
$224K +$224K +4,437 New
DWM
417
Dechtman Wealth Management
Colorado
$221K +$221K +4,052 New
PFP
418
Paragon Financial Partners
California
$218K +$653 +12 +0.3%
GKWIM
419
Gerber Kawasaki Wealth & Investment Management
California
$217K +$217K +3,995 New
YIH
420
Y-Intercept (HK)
Hong Kong
$215K -$132K -2,425 -38%
PWMG
421
Prestige Wealth Management Group
New Jersey
$210K – – –
TRCT
422
Tower Research Capital (TRC)
New York
$209K -$488K -8,969 -70%
EL
423
Essex LLC
Illinois
$209K +$209K +3,845 New
CHAM
424
Clear Harbor Asset Management
Connecticut
$209K +$209K +3,832 New
OPPS
425
Obsidian Personal Planning Solutions
Maryland
$209K +$209K +3,832 New
15 16
17
18 19