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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
7.71%
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
Woodard & Company Asset Management Group
North Carolina
$41.4M
2
Wells Fargo
Wells Fargo
California
$51.2M
3
Morgan Stanley
Morgan Stanley
New York
$95.1M
4
M1FG
Mach-1 Financial Group
Arkansas
$11.6M
5
AIM
Astor Investment Management
Illinois
$25.2M

Top Sellers

1
SWM
SigFig Wealth Management
California
$0
2
PSCM
Per Stirling Capital Management
Texas
$0
3
FFG
Ford Financial Group
California
$291K
4
BHB
Bank Hapoalim BM
Israel
$0
5
MCC
Money Concepts Capital
Florida
$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
476
Kelly Financial Services
Massachusetts
$3.4K – – –
HFS
477
Hantz Financial Services
Michigan
$3K – – –
National Bank of Canada
478
National Bank of Canada
Quebec, Canada
$2.22K +$2.22K +44 New
HCP
479
Hexagon Capital Partners
Arkansas
$2.02K – – –
FGAM
480
Financial Gravity Asset Management
Texas
$1.91K +$1.68K +33,501 +723%
MAWA
481
Moss Adams Wealth Advisors
Washington
$1.06K +$1.06K +21 New
Citigroup
482
Citigroup
New York
$756 -$360K -7,139 -100%
SWM
483
SigFig Wealth Management
California
– -$34.3M -625,399 Closed
PSCM
484
Per Stirling Capital Management
Texas
– -$20.7M -438,088 Closed
BHB
485
Bank Hapoalim BM
Israel
– -$11.3M -238,892 Closed
TWA
486
Tillar-Wenstrup Advisors
Ohio
– -$8.88M -187,744 Closed
WIM
487
WealthPlan Investment Management
Nebraska
– -$1.41M -27,659 Closed
CBFP
488
Cedar Brook Financial Partners
Ohio
– -$1.25M -26,453 Closed
WI
489
WrapManager Inc
California
– -$1.15M -24,380 Closed
SPC
490
Sigma Planning Corp
Michigan
– -$865K -18,283 Closed
EFH
491
Eaton Financial Holdings
Florida
– -$669K -14,151 Closed
MAS
492
Meeder Advisory Services
Ohio
– -$515K -10,887 Closed
RFA
493
Resurgent Financial Advisors
Georgia
– -$332K -7,014 Closed
Renaissance Technologies
494
Renaissance Technologies
New York
– -$326K -6,900 Closed
CAM
495
Congress Asset Management
Massachusetts
– -$321K -6,785 Closed
TSS
496
Two Sigma Securities
New York
– -$294K -6,218 Closed
CWM
497
Congress Wealth Management
Massachusetts
– -$292K -6,185 Closed
TI
498
Trexquant Investment
Connecticut
– -$242K -5,121 Closed
WWM
499
WJ Wealth Management
Arizona
– -$235K -4,972 Closed
CWM
500
Catalyst Wealth Management
Georgia
– -$210K -4,439 Closed
17 18 19
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