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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

551 hedge funds and large institutions have $4.78B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 188 increasing their positions, 206 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+46
Holders Change %
+9.11%
% of All Funds
8.08%
Holding in Top 10
69
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15%
% of All Funds
1.01%
New
80
Increased
188
Reduced
206
Closed
27
Calls
$4.9M
Puts
$164K
Net Calls
+$4.74M
Net Calls Change
+$551K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$137M
2
LPL Financial
LPL Financial
California
$513M
3
SPWG
Syntegra Private Wealth Group
Missouri
$76.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$172M
5
SFI
SPC Financial Inc
Maryland
$36.6M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$263M
2
Osaic Holdings
Osaic Holdings
Arizona
$77.5M
3
BCM
Brookstone Capital Management
Illinois
$1.54M
4
AF
Advisornet Financial
Minnesota
$9.76K
5
AWM
AE Wealth Management
Kansas
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
501
HHM Wealth Advisors
Tennessee
$48.3K +$48.3K +827 New
OSAM
502
O'Shaughnessy Asset Management
Connecticut
$46.8K – – –
PWMG
503
Provence Wealth Management Group
California
$44.7K +$44.7K +764 New
PA
504
PSI Advisors
Florida
$39.1K – – –
BFEC
505
Benjamin F. Edwards & Company
Missouri
$37K +$37K +635 New
FBC
506
Fairfield, Bush & Co
Connecticut
$35.1K +$35.1K +600 New
CWP
507
Concord Wealth Partners
Virginia
$32.3K – – –
AC
508
AlphaCore Capital
California
$32.1K +$32.1K +549 New
CT
509
Cambridge Trust
Massachusetts
$28.1K – – –
GIA
510
GHP Investment Advisors
Colorado
$28K +$117 +2 +0.4%
SCA
511
Stuart Chaussee & Associates
California
$26K – – –
SIS
512
Sound Income Strategies
Florida
$25.5K -$13.3K -227 -34%
WT
513
Washington Trust
Rhode Island
$24.1K – – –
TFA
514
Toth Financial Advisory
Virginia
$22K – – –
LC
515
Lindbrook Capital
California
$19K – – –
NFA
516
Northwest Financial Advisors
Virginia
$18.5K +$18.5K +317 New
CSC
517
Caldwell Sutter Capital
California
$17.8K – – –
MCA
518
Maryland Capital Advisors
Maryland
$17.1K – – –
MFT
519
Moisand Fitzgerald Tamayo
Florida
$16.8K – – –
PAG
520
Paladin Advisory Group
Iowa
$16.4K -$117 -2 -0.7%
AWM
521
Abound Wealth Management
Tennessee
$15.5K +$117 +2 +0.8%
BCWM
522
Bartlett & Co Wealth Management
Ohio
$15.4K – – –
BC
523
Bartlett & Co
Ohio
$15K – – –
CMP
524
Coston McIsaac & Partners
Maine
$15K – – –
PS
525
Principal Securities
Iowa
$13.4K +$13.4K +230 New
19 20
21
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