SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

480 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 165 increasing their positions, 178 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+34
Holders Change %
+7.62%
% of All Funds
7.74%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.97%
New
68
Increased
165
Reduced
178
Closed
28
Calls
$1.5M
Puts
$520K
Net Calls
+$975K
Net Calls Change
-$1.89M

Top Buyers

1
FEG
1
Financial Enhancement Group
Indiana
$33.2M
2
GWA
2
Gibson Wealth Advisors
Texas
$31.4M
3
GAG
3
GM Advisory Group
New York
$28.6M
4
LPL Financial
4
LPL Financial
California
$322M
5
PS
5
Portfolio Strategies
New York
$26.5M

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$17.8M
2
Wells Fargo
2
Wells Fargo
California
$31.2M
3
AIM
3
Astor Investment Management
Illinois
$13M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$379K
5
VAG
5
VisionPoint Advisory Group
Texas
$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$31.2M -$29.7M -628,362 -49%
SWP
27
Stratos Wealth Partners
Ohio
$29.9M +$6.79M +143,574 +29%
Bank of America
28
Bank of America
North Carolina
$28.8M +$1.78M +37,639 +7%
GAG
29
GM Advisory Group
New York
$28.6M +$28.6M +604,031 New
PS
30
Portfolio Strategies
New York
$26.5M +$26.5M +560,765 New
SFG
31
StrategIQ Financial Group
Indiana
$25.6M +$3.96M +83,637 +18%
VAG
32
VisionPoint Advisory Group
Texas
$24.4M -$16.2M -317,369 -40%
RI
33
Rinkey Investments
California
$23.4M +$837K +17,694 +4%
BCM
34
Brookstone Capital Management
Illinois
$23.2M -$1.21M -25,136 -5%
W
35
Wealthquest
Ohio
$23.1M +$10.3M +218,366 +81%
MHR
36
Matthew Hamilton Rosenberg
$22.8M +$2.17M +45,814 +10%
WAS
37
Winch Advisory Services
Wisconsin
$22.3M +$494K +10,454 +2%
WAG
38
Winthrop Advisory Group
Massachusetts
$21.4M +$1.47M +31,116 +7%
PSCM
39
Per Stirling Capital Management
Texas
$20.7M +$20.7M +438,088 New
RW
40
RVW Wealth
California
$20M -$12.4M -262,285 -38%
BL
41
Balentine LLC
Georgia
$20M -$3.29M -69,636 -14%
PA
42
Parallel Advisors
California
$19.8M -$1.74M -36,762 -8%
AMR
43
Asset Management Resources
Massachusetts
$19.7M +$263K +5,563 +1%
CC
44
Callan Capital
California
$18.7M +$8.03M +169,781 +75%
TCFP
45
Treasure Coast Financial Planning
Florida
$18.5M -$1.22M -25,886 -6%
AWA
46
Aquire Wealth Advisors
Utah
$18.4M -$8.03M -169,819 -30%
AAS
47
Annex Advisory Services
Wisconsin
$17.8M -$61.4M -1,298,744 -78%
NEWAS
48
N.E.W. Advisory Services
Wisconsin
$17.8M +$4.32M +91,258 +32%
CFGSD
49
Compass Financial Group (South Dakota)
South Dakota
$17.4M +$17.4M +367,832 New
WMS
50
Wealth Management Solutions
Pennsylvania
$16.8M -$208K -4,403 -1%
1
2
3 4 5