SPTM icon

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 %
NRC
451
New Republic Capital
North Carolina
$55.5K – – –
GI
452
Gradient Investments
Minnesota
$54.9K -$30.9K -568 -36%
RG
453
Retirement Group
California
$53.1K +$53.1K +975 New
AA
454
Ancora Advisors
Ohio
$48.9K -$74.2K -1,363 -60%
MA
455
Montag & Associates
Georgia
$48.8K – – –
PNC Financial Services Group
456
PNC Financial Services Group
Pennsylvania
$44.5K – – –
AC
457
AlphaCore Capital
California
$40.9K -$27.4K -504 -40%
CCMI
458
Creative Capital Management Investments
California
$39.8K – – –
PA
459
PSI Advisors
Florida
$36.4K – – –
FBC
460
Fairfield, Bush & Co
Connecticut
$32.7K +$32.7K +600 New
NCM
461
Northwest Capital Management
Oregon
$30.3K +$30.3K +557 New
CWP
462
Concord Wealth Partners
Virginia
$30.1K +$30.1K +552 New
SWA
463
Sutton Wealth Advisors
Florida
$26.1K – – –
CT
464
Cambridge Trust
Massachusetts
$26.1K – – –
GIA
465
GHP Investment Advisors
Colorado
$26K +$110 +2 +0.4%
Citadel Advisors
466
Citadel Advisors
Florida
$25.9K -$1.03M -18,877 -98%
SCA
467
Stuart Chaussee & Associates
California
$24.2K – – –
WT
468
Washington Trust
Rhode Island
$22.4K – – –
TFA
469
Toth Financial Advisory
Virginia
$20.5K – – –
MFT
470
Moisand Fitzgerald Tamayo
Florida
$18.6K -$3.65K -67 -16%
LC
471
Lindbrook Capital
California
$17.7K – – –
CSC
472
Caldwell Sutter Capital
California
$16.6K +$16.6K +304 New
OSAM
473
O'Shaughnessy Asset Management
Connecticut
$16.1K – – –
TWC
474
TD Waterhouse Canada
Ontario, Canada
$16K +$1.15K +21 +8%
MCA
475
Maryland Capital Advisors
Maryland
$16K – – –
17 18
19
20 21