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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 %
HCP
501
Hexagon Capital Partners
Arkansas
$2.1K – – –
Bank of Montreal
502
Bank of Montreal
Ontario, Canada
$1.94K +$1.94K +35 New
Citigroup
503
Citigroup
New York
$840 -$210 -4 -20%
William Blair & Company
504
William Blair & Company
Illinois
$315 +$315 +6 New
BNP Paribas Financial Markets
505
BNP Paribas Financial Markets
France
$210 -$2.68K -51 -93%
TAIM
506
TD Ameritrade Investment Management
Nebraska
– -$61.3M -1,126,375 Closed
VAG
507
VisionPoint Advisory Group
Texas
– -$26.3M -483,646 Closed
HWM
508
Horizon Wealth Management
Illinois
– -$23.2M -425,903 Closed
AWA
509
Arete Wealth Advisors
Illinois
– -$7.85M -144,181 Closed
PG
510
Prostatis Group
Maryland
– -$93K -92,976 Closed
AT
511
American Trust
Kentucky
– -$874K -30,882 Closed
LFPWM
512
Leicht Financial Planning & Wealth Management
New Jersey
– -$1.65M -30,226 Closed
CA
513
Calton & Associates
Florida
– -$1.6M -29,472 Closed
VWA
514
V Wealth Advisors
Kansas
– -$1.09M -19,932 Closed
SHJ
515
Sharkey, Howes & Javer
Colorado
– -$1.05M -19,275 Closed
Simplex Trading
516
Simplex Trading
Illinois
– -$770K -14,145 Closed
DA
517
Detalus Advisors
Missouri
– -$535K -9,825 Closed
ISWM
518
Independent Solutions Wealth Management
New York
– -$475K -8,726 Closed
CG
519
Cutler Group
California
– -$468K -8,607 Closed
MG
520
Mather Group
Illinois
– -$242K -4,453 Closed
OWA
521
One Wealth Advisors
California
– -$230K -4,227 Closed
YIH
522
Y-Intercept (HK)
Hong Kong
– -$215K -3,949 Closed
OPPS
523
Obsidian Personal Planning Solutions
Maryland
– -$209K -3,832 Closed
GW
524
GW & Wade
Massachusetts
– -$206K -3,789 Closed
LK
525
Lumbard & Kellner
New Hampshire
– -$203K -3,692 Closed
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