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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 %
GW
426
GW & Wade
Massachusetts
$206K +$206K +3,789 New
LK
427
Lumbard & Kellner
New Hampshire
$203K +$203K +3,692 New
FPCP
428
Fort Point Capital Partners
California
$200K +$200K +3,679 New
PCMC
429
Private Capital Management (Colorado)
Colorado
$193K – – –
MPCG
430
Matrix Private Capital Group
New York
$193K – – –
BF
431
BOK Financial
Oklahoma
$163K – – –
IHWM
432
Iron Horse Wealth Management
Iowa
$146K -$204K -3,746 -58%
TSWM
433
Tyler-Stone Wealth Management
Ohio
$136K +$136K +2,506 New
SS
434
Sunbelt Securities
Texas
$135K – – –
PIAS
435
PCA Investment Advisory Services
Ohio
$135K +$135K +2,480 New
APC
436
Aspire Private Capital
North Carolina
$135K +$653 +12 +0.5%
PMFA
437
Plante Moran Financial Advisors
Michigan
$126K – – –
IA
438
IFP Advisors
Florida
$123K -$44.4K -815 -27%
HS
439
Horan Securities
United States
$110K +$33.8K +621 +45%
SWM
440
Spire Wealth Management
Virginia
$96.4K -$24.9K -458 -21%
PG
441
Prostatis Group
Maryland
$93K +$93K +92,976 New
S
442
SignatureFD
Georgia
$86.9K – – –
CTWM
443
Cherry Tree Wealth Management
Minnesota
$85.5K +$85.5K +1,570 New
KM
444
Kalos Management
Georgia
$81.4K – – –
NA
445
NewEdge Advisors
Louisiana
$80.2K -$279K -5,130 -78%
CWM
446
Compass Wealth Management
Connecticut
$76.3K -$73.5K -1,351 -49%
SF
447
Safeguard Financial
Wisconsin
$65K +$65K +1,209 New
IPW
448
Impact Partnership Wealth
Georgia
$62.6K +$62.6K +1,150 New
GWM
449
Grand Wealth Management
Michigan
$59.6K +$59.6K +1,095 New
Fifth Third Bancorp
450
Fifth Third Bancorp
Ohio
$58.6K -$57.4K -1,054 -49%
16 17
18
19 20