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

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
$17.8M
2
Wells Fargo
Wells Fargo
California
$31.2M
3
AIM
Astor Investment Management
Illinois
$13M
4
CIAS
CFS Investment Advisory Services
New Jersey
$379K
5
VAG
VisionPoint Advisory Group
Texas
$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPCL
476
My Personal CFO LLC
Washington
$1.09K +$1.09K +23 New
KOMWMG
477
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1K +$1K +27 New
TWP
478
TFO Wealth Partners
Ohio
$816 -$24.6K -331 -97%
FDCDDQ
479
Federation des caisses Desjardins du Quebec
Quebec, Canada
$567 +$567 +12 New
FGAM
480
Financial Gravity Asset Management
Texas
$219 -$14 -289 -6%
BPWM
481
Badgley Phelps Wealth Managers
Washington
– -$11.6M -263,723 Closed
ACK
482
Andrew C. Karlinski
– -$2.51M -56,903 Closed
Jane Street
483
Jane Street
New York
– -$1.72M -38,921 Closed
OFS
484
OneAscent Financial Services
Alabama
– -$1.06M -24,054 Closed
HGERS
485
Householder Group Estate & Retirement Specialist
Arizona
– -$626K -14,195 Closed
JIC
486
JRM Investment Counsel
Nebraska
– -$607K -13,758 Closed
BO
487
Bank OZK
Arkansas
– -$547K -12,400 Closed
HIP
488
HUB Investment Partners
Texas
– -$460K -10,435 Closed
TFA
489
Triad Financial Advisors
North Carolina
– -$386K -8,760 Closed
SWM
490
Stockman Wealth Management
Montana
– -$363K -8,227 Closed
CFAM
491
Center For Asset Management
Florida
– -$344K -7,798 Closed
CAAS
492
Capital Asset Advisory Services
Michigan
– -$271K -6,140 Closed
Two Sigma Investments
493
Two Sigma Investments
New York
– -$256K -5,800 Closed
WWM
494
WT Wealth Management
Arizona
– -$248K -5,625 Closed
SEEDPG
495
S.E.E.D. Planning Group
New York
– -$231K -5,241 Closed
MG
496
Mather Group
Illinois
– -$218K -4,940 Closed
Two Sigma Advisers
497
Two Sigma Advisers
New York
– -$203K -4,600 Closed
BFPW
498
BOK Financial Private Wealth
Colorado
– -$71K -1,619 Closed
APW
499
Axim Planning & Wealth
Ohio
– -$52K -1,185 Closed
SWM
500
Selective Wealth Management
Virginia
– -$39K -881 Closed
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