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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 %
AC
76
AIFG Consultants
New York
$12.4M +$1.57M +26,808 +14%
UCFA
77
United Capital Financial Advisors
Texas
$12.1M -$3.86M -66,120 -24%
FWI
78
Facet Wealth Inc
Maryland
$11.7M +$220K +3,633 +2%
Truist Financial
79
Truist Financial
North Carolina
$11.5M -$289K -4,952 -2%
IWP
80
IAG Wealth Partners
Wisconsin
$11.4M -$229K -3,919 -2%
Mariner
81
Mariner
Kansas
$11.4M -$9.51M -162,673 -45%
DWM
82
Dogwood Wealth Management
Kansas
$11.1M +$11.1M +190,540 New
MML Investors Services
83
MML Investors Services
Massachusetts
$11M -$1.23M -21,053 -10%
SPA
84
Sentinel Pension Advisors
Massachusetts
$10.7M -$340K -5,809 -3%
SWM
85
Solano Wealth Management
California
$10.7M +$724K +12,391 +7%
TB
86
Treynor Bancshares
Iowa
$10.6M +$753K +12,883 +8%
IWC
87
Integrated Wealth Concepts
Massachusetts
$10.5M -$3.15M -53,910 -23%
CAGAS
88
Capital Advisory Group Advisory Services
Minnesota
$10.4M +$567K +9,701 +6%
BAG
89
Bridgewealth Advisory Group
California
$10.3M -$309K -5,295 -3%
FIA
90
Foundations Investment Advisors
Arizona
$10.2M +$754K +12,587 +8%
WCG
91
Wall Capital Group
Arizona
$10.2M +$516K +8,821 +5%
BFG
92
Beacon Financial Group
Texas
$10M +$2.93M +50,096 +41%
EK
93
Evensky & Katz
Florida
$9.84M -$112K -1,908 -1%
EIM
94
Ervin Investment Management
Washington
$9.69M +$223K +3,821 +2%
LFG
95
Larson Financial Group
Missouri
$9.6M -$242K -4,134 -2%
FEG
96
Financial Enhancement Group
Indiana
$9.48M -$1.92M -33,227 -17%
IRC
97
Investors Research Corp
Georgia
$9.34M -$238K -4,065 -2%
EFN
98
Equita Financial Network
Pennsylvania
$9.08M -$244K -4,171 -3%
IF
99
IRON Financial
Illinois
$8.81M -$411K -7,033 -4%
SPWM
100
Spartan Planning & Wealth Management
North Carolina
$8.54M +$3.36M +57,496 +65%
2 3
4
5 6