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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
$271M
2
FGAM
Financial Gravity Asset Management
Texas
$76.5M
3
Charles Schwab
Charles Schwab
California
$36.3M
4
RHP
Royal Harbor Partners
Texas
$35.1M
5
Osaic Holdings
Osaic Holdings
Arizona
$93.3M

Top Sellers

1
VAG
VisionPoint Advisory Group
Texas
$0
2
HWM
Horizon Wealth Management
Illinois
$0
3
DI
DAGCO Inc
Ohio
$425K
4
EWA
EP Wealth Advisors
California
$1.13M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$59.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
426
Van Hulzen Asset Management
California
$221K – – –
GKWIM
427
Gerber Kawasaki Wealth & Investment Management
California
$218K +$8.14K +155 +4%
OGF
428
Orin Green Financial
California
$214K -$1.89K -36 -0.9%
FWA
429
FSM Wealth Advisors
Ohio
$214K -$9.97K -190 -4%
DWM
430
Dechtman Wealth Management
Colorado
$213K +$786 +15 +0.4%
MWM
431
McNaughton Wealth Management
California
$211K -$308K -5,859 -59%
PFP
432
Paragon Financial Partners
California
$211K +$630 +12 +0.3%
FMI
433
F/M Investments
District of Columbia
$209K -$179K -3,402 -46%
SW
434
Simplicity Wealth
New Jersey
$205K +$205K +3,896 New
EL
435
Essex LLC
Illinois
$202K – – –
CHAM
436
Clear Harbor Asset Management
Connecticut
$201K – – –
GI
437
Gradient Investments
Minnesota
$201K +$148K +2,821 +280%
TSWM
438
Tyler-Stone Wealth Management
Ohio
$195K +$63.6K +1,214 +48%
JFA
439
JNBA Financial Advisors
Minnesota
$193K -$79.3K -1,510 -29%
PCMC
440
Private Capital Management (Colorado)
Colorado
$186K – – –
MPCG
441
Matrix Private Capital Group
New York
$186K – – –
NS
442
NBC Securities
Alabama
$180K +$180K +3,436 New
PWMG
443
Prestige Wealth Management Group
New Jersey
$163K -$39.7K -757 -20%
BF
444
BOK Financial
Oklahoma
$154K – – –
AIM
445
Acropolis Investment Management
Missouri
$138K +$138K +2,626 New
RWPA
446
Richard W. Paul & Associates
Michigan
$133K -$3.47M -66,017 -96%
SS
447
Sunbelt Securities
Texas
$130K – – –
IHWM
448
Iron Horse Wealth Management
Iowa
$127K -$14.3K -272 -10%
PMFA
449
Plante Moran Financial Advisors
Michigan
$121K – – –
Qube Research & Technologies (QRT)
450
Qube Research & Technologies (QRT)
United Kingdom
$120K -$1.15M -21,921 -91%
16 17
18
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