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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

551 hedge funds and large institutions have $4.78B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 188 increasing their positions, 206 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+46
Holders Change %
+9.11%
% of All Funds
8.08%
Holding in Top 10
69
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15%
% of All Funds
1.01%
New
80
Increased
188
Reduced
206
Closed
27
Calls
$4.9M
Puts
$164K
Net Calls
+$4.74M
Net Calls Change
+$551K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$137M
2
LPL Financial
LPL Financial
California
$513M
3
SPWG
Syntegra Private Wealth Group
Missouri
$76.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$172M
5
SFI
SPC Financial Inc
Maryland
$36.6M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$263M
2
Osaic Holdings
Osaic Holdings
Arizona
$77.5M
3
BCM
Brookstone Capital Management
Illinois
$1.54M
4
AF
Advisornet Financial
Minnesota
$9.76K
5
AWM
AE Wealth Management
Kansas
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
426
Country Club Bank
Missouri
$308K – – –
FWP
427
Firethorn Wealth Partners
Georgia
$307K -$9.7K -166 -3%
SW
428
Simplicity Wealth
New Jersey
$304K +$75.9K +1,298 +33%
Kayne Anderson Rudnick Investment Management
429
Kayne Anderson Rudnick Investment Management
California
$298K – – –
PSCM
430
Per Stirling Capital Management
Texas
$295K +$295K +5,044 New
T
431
Tidemark
California
$286K +$286K +4,898 New
CPW
432
Catalyst Private Wealth
California
$285K – – –
DAS
433
Dynamic Advisor Solutions
Arizona
$283K -$37.9K -660 -12%
FFWM
434
Future Financial Wealth Management
Ohio
$281K -$5.85K -100 -2%
GCA
435
Gradient Capital Advisors
California
$281K -$4.97K -85 -2%
WBCM
436
Wilson & Boucher Capital Management
California
$281K – – –
BFA
437
Beaumont Financial Advisors
Massachusetts
$275K – – –
Comerica Bank
438
Comerica Bank
Texas
$275K – – –
WWM
439
WJ Wealth Management
Arizona
$273K +$234 +4 +0.1%
WPC
440
Wedmont Private Capital
Pennsylvania
$273K +$273K +4,676 New
FFM
441
Flagstone Financial Management
Nebraska
$266K +$266K +4,545 New
FWM
442
Focused Wealth Management
New York
$265K -$12.3K -210 -4%
DCM
443
Donaldson Capital Management
Indiana
$258K – – –
GWS
444
Glassman Wealth Services
Virginia
$257K – – –
RPGK
445
Retirement Planning Group (Kansas)
Kansas
$253K -$24.2K -414 -9%
TIAA Trust, National Association
446
TIAA Trust, National Association
North Carolina
$252K +$252K +4,315 New
Focus Partners Wealth
447
Focus Partners Wealth
Massachusetts
$247K +$247K +4,229 New
WCM
448
Washburn Capital Management
Florida
$244K +$244K +4,175 New
GKWIM
449
Gerber Kawasaki Wealth & Investment Management
California
$244K +$935 +16 +0.4%
PGFC
450
Peapack-Gladstone Financial Corp
New Jersey
$243K -$5.86K -100 -2%
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