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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
426
Spire Wealth Management
Virginia
$112K -$184K -3,656 -62%
Fifth Third Bancorp
427
Fifth Third Bancorp
Ohio
$107K +$37K +734 +53%
IA
428
IFP Advisors
Florida
$105K -$213K -6,225 -67%
S
429
SignatureFD
Georgia
$80.5K – – –
GI
430
Gradient Investments
Minnesota
$79.5K +$79.5K +1,577 New
KM
431
Kalos Management
Georgia
$75.4K -$2.98K -59 -4%
HS
432
Horan Securities
United States
$70.2K +$70.2K +1,392 New
AC
433
AlphaCore Capital
California
$63.3K +$34.5K +684 +120%
BWM
434
BerganKDV Wealth Management
Minnesota
$58.6K +$58.6K +1,162 New
NRC
435
New Republic Capital
North Carolina
$51.4K -$6.3K -125 -11%
WC
436
Wealth CMT
New Jersey
$47K +$47K +925 New
MA
437
Montag & Associates
Georgia
$45.2K – – –
PNC Financial Services Group
438
PNC Financial Services Group
Pennsylvania
$41.3K -$22.9K -455 -36%
CCMI
439
Creative Capital Management Investments
California
$36.4K – – –
PA
440
PSI Advisors
Florida
$33.7K -$8.93K -177 -21%
SWA
441
Sutton Wealth Advisors
Florida
$24.2K – – –
CT
442
Cambridge Trust
Massachusetts
$24.2K – – –
GIA
443
GHP Investment Advisors
Colorado
$23.9K +$50 +1 +0.2%
CPFP
444
Clear Perspectives Financial Planning
Ohio
$23.7K -$2.62K -52 -10%
SCA
445
Stuart Chaussee & Associates
California
$22.4K +$1.36K +27 +6%
EWM
446
EPG Wealth Management
Georgia
$22.3K – – –
WT
447
Washington Trust
Rhode Island
$20.8K – – –
MFT
448
Moisand Fitzgerald Tamayo
Florida
$20.6K -$1.11K -22 -5%
TFA
449
Toth Financial Advisory
Virginia
$19K – – –
LC
450
Lindbrook Capital
California
$16.4K – – –
16 17
18
19 20