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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.

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

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$263M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$77.5M
3
BCM
3
Brookstone Capital Management
Illinois
$1.54M
4
AF
4
Advisornet Financial
Minnesota
$9.76K
5
AWM
5
AE Wealth Management
Kansas
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMI
576
Creative Capital Management Investments
California
– -$38.4K -731 Closed
RIA
577
Realta Investment Advisors
Delaware
– -$11.2K -206 Closed
HFS
578
Hantz Financial Services
Michigan
– -$3K -61 Closed
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