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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.

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$61.2M
2
FEG
2
Financial Enhancement Group
Indiana
$10.9M
3
WEG
3
World Equity Group
Illinois
$2.87M
4
M1FG
4
Mach-1 Financial Group
Arkansas
$0
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
51
Money Concepts Capital
Florida
$18.9M +$12.9M +237,595 +216%
BSWM
52
Boston Standard Wealth Management
Massachusetts
$18.9M +$246K +4,518 +1%
AAS
53
Annex Advisory Services
Wisconsin
$18.1M -$1.07M -19,626 -6%
BWFA
54
Baltimore-Washington Financial Advisors
Maryland
$17.3M +$11.1M +204,616 +180%
CFGSD
55
Compass Financial Group (South Dakota)
South Dakota
$17.1M -$624K -11,464 -4%
AF
56
Advisornet Financial
Minnesota
$16.3M +$509K +9,346 +3%
LPT
57
Legacy Private Trust
Wisconsin
$16.2M +$16.2M +297,805 New
SCA
58
Snowden Capital Advisors
New York
$16M -$3.76M -69,044 -19%
UCFA
59
United Capital Financial Advisors
Texas
$16M -$823K -15,119 -5%
PFA
60
Pure Financial Advisors
California
$15M -$454K -8,347 -3%
WMS
61
Wealth Management Solutions
Pennsylvania
$14.8M -$3.52M -64,576 -19%
JIP
62
Jaffetilchin Investment Partners
Florida
$14.8M +$1.64M +30,215 +12%
BW
63
BIP Wealth
Georgia
$14.8M -$414K -7,596 -3%
IWC
64
Integrated Wealth Concepts
Massachusetts
$14.6M +$11M +202,665 +313%
GLA
65
Great Lakes Advisors
Illinois
$14.5M -$782K -14,369 -5%
GWM
66
Geneos Wealth Management
Colorado
$14.2M +$467K +8,576 +3%
EH
67
Equitable Holdings
New York
$14.2M +$337K +6,188 +2%
RCS
68
Retirement Capital Strategies
California
$13.9M +$13.9M +255,180 New
CPP
69
Capasso Planning Partners
South Carolina
$12.9M +$400K +7,350 +3%
IWP
70
IAG Wealth Partners
Wisconsin
$11.4M +$90.9K +1,669 +0.8%
Truist Financial
71
Truist Financial
North Carolina
$11.1M -$48.9K -899 -0.4%
FEG
72
Financial Enhancement Group
Indiana
$10.9M -$26.1M -470,553 -70%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$10.7M +$149K +2,742 +1%
Mariner
74
Mariner
Kansas
$10.7M +$2.86M +52,559 +37%
SPA
75
Sentinel Pension Advisors
Massachusetts
$10.5M -$188K -3,446 -2%
1 2
3
4 5