SPTM icon

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 %
SWM
451
Spire Wealth Management
Virginia
$92.9K – – –
S
452
SignatureFD
Georgia
$83.7K – – –
APC
453
Aspire Private Capital
North Carolina
$83K -$46.9K -893 -36%
CTWM
454
Cherry Tree Wealth Management
Minnesota
$82.4K – – –
NA
455
NewEdge Advisors
Louisiana
$79.7K +$2.42K +46 +3%
GWM
456
Grand Wealth Management
Michigan
$57.5K – – –
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$56.5K – – –
WWP
458
WR Wealth Planners
Missouri
$54.6K +$54.6K +1,039 New
RG
459
Retirement Group
California
$53.8K +$2.62K +50 +5%
AA
460
Ancora Advisors
Ohio
$47.2K – – –
MA
461
Montag & Associates
Georgia
$47K – – –
C
462
Covestor
United Kingdom
$44K +$44K +839 New
OSAM
463
O'Shaughnessy Asset Management
Connecticut
$42K +$26.6K +506 +172%
CWM
464
Compass Wealth Management
Connecticut
$39.3K -$34.3K -654 -47%
CCMI
465
Creative Capital Management Investments
California
$38.4K – – –
PA
466
PSI Advisors
Florida
$35.1K – – –
SIS
467
Sound Income Strategies
Florida
$34.8K +$21.9K +417 +170%
NCM
468
Northwest Capital Management
Oregon
$29.4K +$157 +3 +0.5%
CWP
469
Concord Wealth Partners
Virginia
$29K – – –
GIA
470
GHP Investment Advisors
Colorado
$25.2K +$106 +2 +0.4%
SWA
471
Sutton Wealth Advisors
Florida
$25.2K – – –
CT
472
Cambridge Trust
Massachusetts
$25.2K – – –
SCA
473
Stuart Chaussee & Associates
California
$23.3K – – –
WT
474
Washington Trust
Rhode Island
$21.6K – – –
TWC
475
TD Waterhouse Canada
Ontario, Canada
$20.6K – – –
17 18
19
20 21