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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 %
QA
101
Quantitative Advantage
Minnesota
$5.39M +$3.98M +84,089 +281%
CSPIA
102
Cary Street Partners Investment Advisory
Virginia
$5.38M -$131K -2,774 -2%
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$5.36M +$5.36M +113,294 New
IF
104
IRON Financial
Illinois
$5.18M -$146K -3,097 -3%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$5.14M -$253K -5,347 -5%
FWI
106
Facet Wealth Inc
Maryland
$5.06M -$7.54M -149,145 -60%
FDS
107
Freedom Day Solutions
Texas
$4.95M +$392K +8,287 +9%
ICMP
108
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.87M -$271K -5,739 -5%
SC
109
Savant Capital
Illinois
$4.84M -$91.9K -1,943 -2%
HAS
110
HBW Advisory Services
California
$4.77M +$74.1K +1,568 +2%
MA
111
Mutual Advisors
Nebraska
$4.67M -$192K -4,058 -4%
FHA
112
Flagship Harbor Advisors
Massachusetts
$4.62M -$596K -12,602 -11%
CA
113
CoreCap Advisors
Michigan
$4.6M +$676K +14,298 +17%
TWP
114
Tempus Wealth Planning
California
$4.58M +$1.89M +40,024 +70%
SCM
115
Sterneck Capital Management
Missouri
$4.56M +$85.1K +1,800 +2%
CIA
116
Compass Ion Advisors
Pennsylvania
$4.55M +$4.55M +96,277 New
XF
117
XML Financial
Maryland
$4.53M +$407K +8,596 +10%
GT
118
Greenleaf Trust
Michigan
$4.5M +$4.5M +95,120 New
CWA
119
Centennial Wealth Advisory
Michigan
$4.36M -$4.37M -92,500 -50%
Citadel Advisors
120
Citadel Advisors
Florida
$4.35M +$4.08M +86,288 +1,526%
B
121
Bensler
Washington
$4.32M +$121K +2,565 +3%
FFWM
122
Future Financial Wealth Management
Ohio
$4.25M -$100K -2,116 -2%
PWM
123
Praetorian Wealth Management
California
$4.23M -$12.6K -267 -0.3%
RJA
124
Raymond James & Associates
Florida
$4.17M -$991K -20,956 -19%
CIG
125
Cascade Investment Group
Colorado
$4.13M +$4.13M +87,431 New
3 4
5
6 7