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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

502 hedge funds and large institutions have $3.83B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 191 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+20
Holders Change %
+4.15%
% of All Funds
7.92%
Holding in Top 10
60
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.69%
% of All Funds
0.95%
New
50
Increased
191
Reduced
191
Closed
24
Calls
$19.6M
Puts
$76K
Net Calls
+$19.6M
Net Calls Change
+$16.5M

Top Buyers

1
SWM
SigFig Wealth Management
California
$30.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$206M
3
HWM
Horizon Wealth Management
Illinois
$23.2M
4
LPT
Legacy Private Trust
Wisconsin
$16.2M
5
RCS
Retirement Capital Strategies
California
$13.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$61.2M
2
FEG
Financial Enhancement Group
Indiana
$10.9M
3
WEG
World Equity Group
Illinois
$2.87M
4
M1FG
Mach-1 Financial Group
Arkansas
$0
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
476
Paladin Advisory Group
Iowa
$15.7K +$1.25K +23 +9%
AWM
477
Abound Wealth Management
Tennessee
$14.3K +$55 +1 +0.4%
BCWM
478
Bartlett & Co Wealth Management
Ohio
$14.3K – – –
BC
479
Bartlett & Co
Ohio
$14K – – –
CMP
480
Coston McIsaac & Partners
Maine
$14K +$14K +262 New
National Bank of Canada
481
National Bank of Canada
Quebec, Canada
$13.5K +$11.1K +204 +464%
SIS
482
Sound Income Strategies
Florida
$13.4K – – –
TWP
483
TFO Wealth Partners
Ohio
$11.3K -$381 -7 -3%
RIA
484
Realta Investment Advisors
Delaware
$11.2K +$11.2K +206 New
Franklin Resources
485
Franklin Resources
California
$11.2K – – –
SIC
486
Salem Investment Counselors
North Carolina
$10.9K – – –
First Manhattan
487
First Manhattan
New York
$10.2K -$5.61K -103 -35%
CFD
488
Creative Financial Designs
Indiana
$9.53K +$708 +13 +8%
Belvedere Trading
489
Belvedere Trading
Illinois
$7.51K +$7.51K +138 New
FRA
490
Front Row Advisors
California
$6K – – –
LFA
491
LGT Financial Advisors
Texas
$5.66K +$5.66K +104 New
MRCM
492
M&R Capital Management
New Jersey
$4.79K – – –
EWM
493
EPG Wealth Management
Georgia
$4.57K -$19.5K -359 -81%
PWM
494
Provident Wealth Management
Tennessee
$4.18K – – –
SPIA
495
Steward Partners Investment Advisory
New York
$4.03K – – –
KFS
496
Kelly Financial Services
Massachusetts
$3.68K +$54 +1 +1%
HFS
497
Hantz Financial Services
Michigan
$3K – – –
BNP Paribas Financial Markets
498
BNP Paribas Financial Markets
France
$2.99K +$2.99K +55 New
PP
499
Pacifica Partners
Canada
$2.83K -$7.13K -131 -72%
HCP
500
Hexagon Capital Partners
Arkansas
$2.18K – – –
18 19
20
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