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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
7.72%
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
1
Woodard & Company Asset Management Group
North Carolina
$41.4M
2
Wells Fargo
2
Wells Fargo
California
$51.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$95.1M
4
M1FG
4
Mach-1 Financial Group
Arkansas
$11.6M
5
AIM
5
Astor Investment Management
Illinois
$25.2M

Top Sellers

1
SWM
1
SigFig Wealth Management
California
$0
2
PSCM
2
Per Stirling Capital Management
Texas
$0
3
FFG
3
Ford Financial Group
California
$291K
4
BHB
4
Bank Hapoalim BM
Israel
$0
5
MCC
5
Money Concepts Capital
Florida
$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
26
Barber Financial Group
Kansas
$31.9M -$4.63M -91,901 -13%
AMR
27
Asset Management Resources
Massachusetts
$28.4M +$7.42M +147,230 +35%
PS
28
Portfolio Strategies
New York
$27.9M -$415K -8,223 -1%
SFG
29
StrategIQ Financial Group
Indiana
$27.3M -$1.31K -26 -0%
RI
30
Rinkey Investments
California
$26.8M +$1.89M +37,524 +8%
Bank of America
31
Bank of America
North Carolina
$26.6M -$4.14M -82,055 -13%
MHR
32
Matthew Hamilton Rosenberg
$26.1M +$1.8M +35,624 +7%
AIM
33
Astor Investment Management
Illinois
$25.2M +$11.3M +224,112 +82%
BCM
34
Brookstone Capital Management
Illinois
$24.7M +$113K +2,214 +0.5%
WAS
35
Winch Advisory Services
Wisconsin
$24.4M +$571K +11,323 +2%
VAG
36
VisionPoint Advisory Group
Texas
$24M +$238K +4,789 +1%
WAG
37
Winthrop Advisory Group
Massachusetts
$23.4M +$553K +10,966 +2%
GAG
38
GM Advisory Group
New York
$23.1M -$7.32M -145,200 -24%
SWP
39
Stratos Wealth Partners
Ohio
$22.8M -$9.06M -179,712 -28%
TCFP
40
Treasure Coast Financial Planning
Florida
$20.6M +$883K +17,501 +4%
AWM
41
AE Wealth Management
Kansas
$20.4M +$8.48M +168,247 +71%
AWA
42
Aquire Wealth Advisors
Utah
$19.8M +$107K +2,130 +0.5%
CC
43
Callan Capital
California
$19.5M -$410K -8,127 -2%
NEWAS
44
N.E.W. Advisory Services
Wisconsin
$19.5M +$496K +9,844 +3%
BL
45
Balentine LLC
Georgia
$19.3M -$2.02M -40,082 -9%
PA
46
Parallel Advisors
California
$19.2M -$1.93M -38,360 -9%
RW
47
RVW Wealth
California
$19.1M -$2.21M -43,868 -10%
SCA
48
Snowden Capital Advisors
New York
$18.3M +$2.59M +51,296 +16%
SF
49
Symphony Financial
Texas
$18.3M +$855K +17,189 +5%
BIP
50
Blueprint Investment Partners
North Carolina
$17.9M +$4.95M +98,086 +38%
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