SPTM icon

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 %
BWFA
51
Baltimore-Washington Financial Advisors
Maryland
$22.5M +$2.37M +40,627 +12%
AIM
52
Astor Investment Management
Illinois
$21.9M -$2.36M -40,317 -10%
AWA
53
Aquire Wealth Advisors
Utah
$20.2M -$964K -16,490 -5%
RW
54
RVW Wealth
California
$19.8M -$436K -7,464 -2%
CC
55
Callan Capital
California
$19.5M -$2.36M -40,377 -11%
MCC
56
Money Concepts Capital
Florida
$19.3M -$1.17M -20,044 -6%
FF
57
Fox Financial
Pennsylvania
$19.3M +$19.3M +330,566 New
LPT
58
Legacy Private Trust
Wisconsin
$19M +$679K +11,617 +4%
DC
59
Dorval Corp
Minnesota
$18.1M +$18.1M +310,069 New
BSWM
60
Boston Standard Wealth Management
Massachusetts
$17.9M – – –
BL
61
Balentine LLC
Georgia
$17.8M -$4.43M -75,852 -20%
CPP
62
Capasso Planning Partners
South Carolina
$17.5M +$3.2M +54,684 +22%
AAS
63
Annex Advisory Services
Wisconsin
$17.4M -$483K -8,259 -3%
SCA
64
Snowden Capital Advisors
New York
$17.1M -$202K -3,458 -1%
GWM
65
Geneos Wealth Management
Colorado
$16.9M +$1.02M +17,384 +6%
PA
66
Parallel Advisors
California
$16.6M -$4.05M -69,255 -20%
CFGSD
67
Compass Financial Group (South Dakota)
South Dakota
$16.6M -$1.42M -24,287 -8%
EH
68
Equitable Holdings
New York
$16.3M +$4.87M +83,332 +42%
GLA
69
Great Lakes Advisors
Illinois
$15.8M -$551K -9,421 -3%
PFA
70
Pure Financial Advisors
California
$15.3M -$821K -14,054 -5%
RCS
71
Retirement Capital Strategies
California
$14.9M +$9.88K +169 +0.1%
ACM
72
Advisors Capital Management
New Jersey
$14.9M +$2.43M +41,581 +20%
BW
73
BIP Wealth
Georgia
$14.5M +$836K +14,301 +6%
JCM
74
Jacobi Capital Management
Pennsylvania
$14.4M +$184K +3,149 +1%
AWM
75
AE Wealth Management
Kansas
$14.1M -$17.3M -289,732 -55%
1 2
3
4 5