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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

480 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 165 increasing their positions, 178 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+34
Holders Change %
+7.62%
% of All Funds
7.74%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.97%
New
68
Increased
165
Reduced
178
Closed
28
Calls
$1.5M
Puts
$520K
Net Calls
+$975K
Net Calls Change
-$1.89M

Top Buyers

1
FEG
1
Financial Enhancement Group
Indiana
$33.2M
2
GWA
2
Gibson Wealth Advisors
Texas
$31.4M
3
GAG
3
GM Advisory Group
New York
$28.6M
4
LPL Financial
4
LPL Financial
California
$322M
5
PS
5
Portfolio Strategies
New York
$26.5M

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$17.8M
2
Wells Fargo
2
Wells Fargo
California
$31.2M
3
AIM
3
Astor Investment Management
Illinois
$13M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$379K
5
VAG
5
VisionPoint Advisory Group
Texas
$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
76
Cerity Partners OCIO
New York
$8.7M +$3.45M +72,866 +66%
LFG
77
Larson Financial Group
Missouri
$8.42M -$455K -9,628 -5%
PFG
78
PAX Financial Group
Texas
$8.24M -$3.78K -80 -0%
ST
79
Sentinel Trust
Texas
$7.92M – – –
TB
80
Treynor Bancshares
Iowa
$7.87M +$228K +4,823 +3%
PWA
81
Peterson Wealth Advisors
Utah
$7.78M -$184K -3,886 -2%
CAGAS
82
Capital Advisory Group Advisory Services
Minnesota
$7.61M +$1.38M +29,125 +22%
UBS Group
83
UBS Group
Switzerland
$7.45M +$521K +11,013 +8%
JCM
84
Jacobi Capital Management
Pennsylvania
$7.29M +$214K +4,535 +3%
IRC
85
Investors Research Corp
Georgia
$7.15M +$449K +9,503 +7%
EIM
86
Ervin Investment Management
Washington
$7.13M +$321K +6,789 +5%
MFG
87
Merit Financial Group
Georgia
$6.95M +$447K +9,443 +7%
WAM
88
WNY Asset Management
New York
$6.94M +$83.3K +1,761 +1%
OIA
89
OneDigital Investment Advisors
Kansas
$6.83M +$243K +5,128 +4%
CAN
90
Cetera Advisor Networks
California
$6.61M -$4.03M -85,192 -38%
CFS
91
Cannon Financial Strategists
Georgia
$6.57M +$41.1K +870 +0.6%
GSC
92
G&S Capital
Colorado
$6.56M -$28.1K -595 -0.4%
FIA
93
Foundations Investment Advisors
Arizona
$6.56M +$353K +7,456 +6%
LFPWM
94
Leicht Financial Planning & Wealth Management
New Jersey
$6.48M -$40.1K -849 -0.6%
Mariner
95
Mariner
Kansas
$6.25M +$5.97M +126,222 +2,117%
SIAS
96
Summit Investment Advisory Services
Minnesota
$6.11M +$6.11M +129,296 New
KAS
97
Kestra Advisory Services
Texas
$5.77M -$1.17M -24,657 -17%
BAG
98
Bridgewealth Advisory Group
California
$5.7M +$5.7M +120,620 New
JIP
99
Jaffetilchin Investment Partners
Florida
$5.67M -$5.78M -122,171 -50%
Creative Planning
100
Creative Planning
Kansas
$5.43M -$201K -4,250 -4%
2 3
4
5 6