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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

505 hedge funds and large institutions have $3.93B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 185 increasing their positions, 200 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
8.05%
Holding in Top 10
60
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.96%
New
39
Increased
185
Reduced
200
Closed
33
Calls
$4.25M
Puts
$65K
Net Calls
+$4.19M
Net Calls Change
-$15.4M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$271M
2
FGAM
2
Financial Gravity Asset Management
Texas
$76.5M
3
Charles Schwab
3
Charles Schwab
California
$36.3M
4
RHP
4
Royal Harbor Partners
Texas
$35.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$93.3M

Top Sellers

1
VAG
1
VisionPoint Advisory Group
Texas
$0
2
HWM
2
Horizon Wealth Management
Illinois
$0
3
DI
3
DAGCO Inc
Ohio
$425K
4
EWA
4
EP Wealth Advisors
California
$1.13M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$59.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
76
Equitable Holdings
New York
$10.3M -$3.38M -64,486 -25%
SPA
77
Sentinel Pension Advisors
Massachusetts
$9.91M -$226K -4,308 -2%
FWI
78
Facet Wealth Inc
Maryland
$9.74M +$3.75M +73,330 +63%
AC
79
AIFG Consultants
New York
$9.71M -$122K -2,323 -1%
UBS Group
80
UBS Group
Switzerland
$9.54M +$1.04M +19,801 +12%
BAG
81
Bridgewealth Advisory Group
California
$9.49M +$782K +14,894 +9%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$9.36M -$967K -18,417 -9%
EK
83
Evensky & Katz
Florida
$8.93M -$559K -10,655 -6%
SWM
84
Solano Wealth Management
California
$8.93M +$8.68M +165,416 +3,474%
LFG
85
Larson Financial Group
Missouri
$8.84M -$138K -2,625 -2%
TB
86
Treynor Bancshares
Iowa
$8.82M -$84.7K -1,613 -1%
CAGAS
87
Capital Advisory Group Advisory Services
Minnesota
$8.79M +$269K +5,120 +3%
WCG
88
Wall Capital Group
Arizona
$8.76M +$6.56M +123,458 +298%
IRC
89
Investors Research Corp
Georgia
$8.6M +$103K +1,967 +1%
EIM
90
Ervin Investment Management
Washington
$8.5M +$75.3K +1,434 +0.9%
EFN
91
Equita Financial Network
Pennsylvania
$8.38M +$8.38M +159,563 New
FIA
92
Foundations Investment Advisors
Arizona
$8.31M -$316K -6,020 -4%
IF
93
IRON Financial
Illinois
$8.28M -$373K -7,113 -4%
PFG
94
PAX Financial Group
Texas
$8.09M -$272K -5,178 -3%
CSPIA
95
Cary Street Partners Investment Advisory
Virginia
$7.75M +$1.85M +35,171 +31%
PIA
96
Perennial Investment Advisors
California
$7.58M -$375K -7,142 -5%
CWA
97
Centennial Wealth Advisory
Michigan
$7.46M -$693K -13,209 -9%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$7.39M +$1.78M +34,145 +32%
GSC
99
G&S Capital
Colorado
$7.2M +$343K +6,540 +5%
ST
100
Sentinel Trust
Texas
$7.09M +$577K +11,000 +9%
2 3
4
5 6