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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 %
CIA
401
Capital Investment Advisors
Georgia
$282K +$282K +5,364 New
CCB
402
Country Club Bank
Missouri
$276K – – –
LA
403
Lifeworks Advisors
Michigan
$276K +$45.9K +875 +20%
Kayne Anderson Rudnick Investment Management
404
Kayne Anderson Rudnick Investment Management
California
$268K – – –
DC
405
Darrow Company
Massachusetts
$262K -$39.5K -752 -13%
FFWM
406
Future Financial Wealth Management
Ohio
$258K -$40.3K -767 -14%
OIM
407
Orca Investment Management
Oregon
$257K +$17.2K +328 +7%
GCA
408
Gradient Capital Advisors
California
$257K -$269K -5,122 -51%
CPW
409
Catalyst Private Wealth
California
$256K – – –
MWC
410
MBM Wealth Consultants
Missouri
$253K – – –
WBCM
411
Wilson & Boucher Capital Management
California
$252K – – –
BAM
412
Belpointe Asset Management
Nevada
$251K -$3.88K -74 -2%
FWM
413
Focused Wealth Management
New York
$249K +$1.37K +26 +0.6%
RPGK
414
Retirement Planning Group (Kansas)
Kansas
$249K -$23.8K -454 -9%
BFA
415
Beaumont Financial Advisors
Massachusetts
$247K – – –
Comerica Bank
416
Comerica Bank
Texas
$247K +$247K +4,697 New
KFGK
417
Keystone Financial Group (Kentucky)
Kentucky
$246K +$246K +4,691 New
WWM
418
WJ Wealth Management
Arizona
$245K – – –
LWM
419
Liberty Wealth Management
California
$245K +$245K +4,662 New
DCM
420
Donaldson Capital Management
Indiana
$232K -$12.8K -243 -5%
FNBOO
421
First National Bank of Omaha
Nebraska
$232K -$3.94K -75 -2%
GWS
422
Glassman Wealth Services
Virginia
$231K – – –
BCMLT
423
Beacon Capital Management LLC (Tennessee)
Tennessee
$224K – – –
PGFC
424
Peapack-Gladstone Financial Corp
New Jersey
$223K -$6.3K -120 -3%
CG
425
Colony Group
Massachusetts
$222K +$210 +4 +0.1%
15 16
17
18 19