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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 %
KM
426
Kalos Management
Georgia
$73.5K +$73.5K +1,554 New
Fifth Third Bancorp
427
Fifth Third Bancorp
Ohio
$66K – – –
PNC Financial Services Group
428
PNC Financial Services Group
Pennsylvania
$60.2K +$17K +359 +39%
NRC
429
New Republic Capital
North Carolina
$54.1K +$54.1K +1,145 New
MA
430
Montag & Associates
Georgia
$42.4K +$42.4K +896 New
PA
431
PSI Advisors
Florida
$40K +$47 +1 +0.1%
CCMI
432
Creative Capital Management Investments
California
$35K +$35K +731 New
AC
433
AlphaCore Capital
California
$27K +$27K +571 New
CWP
434
Concord Wealth Partners
Virginia
$26.1K +$26.1K +552 New
CPFP
435
Clear Perspectives Financial Planning
Ohio
$24.7K – – –
AWM
436
Accurate Wealth Management
Florida
$23.1K +$23.1K +477 New
CT
437
Cambridge Trust
Massachusetts
$23K – – –
SWA
438
Sutton Wealth Advisors
Florida
$22.7K – – –
GIA
439
GHP Investment Advisors
Colorado
$22.3K +$142 +3 +0.6%
EWM
440
EPG Wealth Management
Georgia
$20.9K – – –
MFT
441
Moisand Fitzgerald Tamayo
Florida
$20.4K -$4.87K -103 -19%
SCA
442
Stuart Chaussee & Associates
California
$19.7K – – –
WT
443
Washington Trust
Rhode Island
$19.5K – – –
TFA
444
Toth Financial Advisory
Virginia
$17.8K – – –
LC
445
Lindbrook Capital
California
$15.4K – – –
OSAM
446
O'Shaughnessy Asset Management
Connecticut
$15.3K – – –
WFA
447
West Financial Advisors
Iowa
$14.5K – – –
First Manhattan
448
First Manhattan
New York
$13.8K – – –
CIAS
449
Capital Investment Advisory Services
North Carolina
$13K – – –
TWC
450
TD Waterhouse Canada
Ontario, Canada
$12.8K – – –
16 17
18
19 20