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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

505 hedge funds and large institutions have $3.93B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 185 increasing their positions, 200 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
8.05%
Holding in Top 10
60
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.96%
New
39
Increased
185
Reduced
200
Closed
33
Calls
$4.25M
Puts
$65K
Net Calls
+$4.19M
Net Calls Change
-$15.4M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$271M
2
FGAM
Financial Gravity Asset Management
Texas
$76.5M
3
Charles Schwab
Charles Schwab
California
$36.3M
4
RHP
Royal Harbor Partners
Texas
$35.1M
5
Osaic Holdings
Osaic Holdings
Arizona
$93.3M

Top Sellers

1
VAG
VisionPoint Advisory Group
Texas
$0
2
HWM
Horizon Wealth Management
Illinois
$0
3
DI
DAGCO Inc
Ohio
$425K
4
EWA
EP Wealth Advisors
California
$1.13M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$59.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
476
Toth Financial Advisory
Virginia
$19.7K – – –
National Bank of Canada
477
National Bank of Canada
Quebec, Canada
$19.6K +$6.75K +130 +52%
LC
478
Lindbrook Capital
California
$17.1K – – –
CSC
479
Caldwell Sutter Capital
California
$16K – – –
MCA
480
Maryland Capital Advisors
Maryland
$15.4K – – –
MFT
481
Moisand Fitzgerald Tamayo
Florida
$15.1K -$2.84K -54 -16%
PAG
482
Paladin Advisory Group
Iowa
$14.9K -$315 -6 -2%
BC
483
Bartlett & Co
Ohio
$14K – – –
AWM
484
Abound Wealth Management
Tennessee
$13.9K +$53 +1 +0.4%
BCWM
485
Bartlett & Co Wealth Management
Ohio
$13.8K – – –
CMP
486
Coston McIsaac & Partners
Maine
$13K – – –
TWP
487
TFO Wealth Partners
Ohio
$11.3K – – –
RIA
488
Realta Investment Advisors
Delaware
$11.2K – – –
FRA
489
Front Row Advisors
California
$5.62K – – –
LFA
490
LGT Financial Advisors
Texas
$5.48K – – –
MRCM
491
M&R Capital Management
New Jersey
$4.62K – – –
OCM
492
Orion Capital Management
California
$4.2K +$4.2K +80 New
SPIA
493
Steward Partners Investment Advisory
New York
$3.88K – – –
KFS
494
Kelly Financial Services
Massachusetts
$3.56K – – –
DFA
495
DHJJ Financial Advisors
Illinois
$3.52K +$3.52K +67 New
HFS
496
Hantz Financial Services
Michigan
$3K – – –
PP
497
Pacifica Partners
Canada
$2.71K – – –
FIM
498
FWL Investment Management
Texas
$2.57K +$2.57K +49 New
CFD
499
Creative Financial Designs
Indiana
$2.42K -$6.77K -129 -74%
EWM
500
EPG Wealth Management
Georgia
$2.15K -$2.26K -43 -51%
18 19
20
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