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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 %
WFA
451
West Financial Advisors
Iowa
$15.5K – – –
OSAM
452
O'Shaughnessy Asset Management
Connecticut
$14.9K -$1.46K -29 -9%
MCA
453
Maryland Capital Advisors
Maryland
$14.8K +$14.8K +293 New
First Manhattan
454
First Manhattan
New York
$14.7K – – –
CIAS
455
Capital Investment Advisory Services
North Carolina
$13.8K – – –
TWC
456
TD Waterhouse Canada
Ontario, Canada
$13.8K – – –
PAG
457
Paladin Advisory Group
Iowa
$13.4K +$13.4K +266 New
AWM
458
Abound Wealth Management
Tennessee
$13.2K +$51 +1 +0.4%
BCWM
459
Bartlett & Co Wealth Management
Ohio
$13.2K – – –
BC
460
Bartlett & Co
Ohio
$13K – – –
AWM
461
Accel Wealth Management
Iowa
$12.6K – – –
SIS
462
Sound Income Strategies
Florida
$12.4K +$9.88K +196 +392%
TWP
463
TFO Wealth Partners
Ohio
$10.8K +$10.3K +204 +1,855%
Franklin Resources
464
Franklin Resources
California
$10.3K – – –
SIC
465
Salem Investment Counselors
North Carolina
$10.1K – – –
Commonwealth Equity Services
466
Commonwealth Equity Services
Massachusetts
$9.78K -$200 -3,973 -2%
PP
467
Pacifica Partners
Canada
$9.17K – – –
CFD
468
Creative Financial Designs
Indiana
$8.17K – – –
TCOV
469
Trust Company of Vermont
Vermont
$6.41K – – –
FRA
470
Front Row Advisors
California
$5K – – –
GA
471
GoalVest Advisory
New York
$4.69K +$4.69K +93 New
MRCM
472
M&R Capital Management
New Jersey
$4.44K +$4.44K +88 New
OCM
473
Orion Capital Management
California
$4.03K +$101 +2 +3%
PWM
474
Provident Wealth Management
Tennessee
$3.86K +$50 +1 +1%
SPIA
475
Steward Partners Investment Advisory
New York
$3.73K – – –
17 18
19
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