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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

482 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 184 increasing their positions, 181 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
7.72%
Holding in Top 10
59
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.67%
% of All Funds
0.94%
New
44
Increased
184
Reduced
181
Closed
33
Calls
$3.43M
Puts
$358K
Net Calls
+$3.08M
Net Calls Change
+$2.1M

Top Buyers

1
WCAMG
1
Woodard & Company Asset Management Group
North Carolina
$41.4M
2
Wells Fargo
2
Wells Fargo
California
$51.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$95.1M
4
M1FG
4
Mach-1 Financial Group
Arkansas
$11.6M
5
AIM
5
Astor Investment Management
Illinois
$25.2M

Top Sellers

1
SWM
1
SigFig Wealth Management
California
$0
2
PSCM
2
Per Stirling Capital Management
Texas
$0
3
FFG
3
Ford Financial Group
California
$291K
4
BHB
4
Bank Hapoalim BM
Israel
$0
5
MCC
5
Money Concepts Capital
Florida
$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
101
Cary Street Partners Investment Advisory
Virginia
$5.72M -$15.1K -299 -0.3%
BWFA
102
Baltimore-Washington Financial Advisors
Maryland
$5.72M +$1.61M +31,866 +39%
MCC
103
Money Concepts Capital
Florida
$5.32M -$11.1M -229,893 -68%
FWI
104
Facet Wealth Inc
Maryland
$5.21M +$163K +3,238 +3%
IWM
105
IHT Wealth Management
Illinois
$5.15M +$880K +17,447 +21%
IF
106
Intrua Financial
Texas
$5.14M +$949K +18,747 +23%
HAS
107
HBW Advisory Services
California
$5.11M +$17.2K +342 +0.3%
TWP
108
Tempus Wealth Planning
California
$5.08M +$198K +3,934 +4%
SC
109
Savant Capital
Illinois
$5.02M -$146K -2,900 -3%
CAL
110
Capital Analysts LLC
Pennsylvania
$4.98M +$1.31M +26,026 +36%
AI
111
Atria Investments
North Carolina
$4.86M +$2.43M +48,154 +100%
SCM
112
Sterneck Capital Management
Missouri
$4.85M -$17.5K -347 -0.4%
XF
113
XML Financial
Maryland
$4.72M -$75.5K -1,507 -2%
MA
114
Mutual Advisors
Nebraska
$4.69M -$290K -5,742 -6%
B
115
Bensler
Washington
$4.68M +$70.4K +1,396 +2%
PWM
116
Praetorian Wealth Management
California
$4.54M +$25.6K +507 +0.6%
VCM
117
Virtue Capital Management
Tennessee
$4.46M +$2.08M +41,739 +87%
CIG
118
Cascade Investment Group
Colorado
$4.38M -$24.9K -493 -0.6%
MML Investors Services
119
MML Investors Services
Massachusetts
$4.34M +$1.72M +34,186 +66%
Corient Private Wealth
120
Corient Private Wealth
Florida
$4.1M -$33K -655 -0.8%
IP
121
Isthmus Partners
Wisconsin
$4.08M +$32.4K +642 +0.8%
CWM
122
Collaborative Wealth Management
Florida
$4.07M +$946K +18,762 +30%
LHC
123
Little House Capital
Massachusetts
$3.75M -$61.4K -1,218 -2%
WWM
124
Western Wealth Management
Colorado
$3.72M +$42.4K +840 +1%
BAM
125
Belpointe Asset Management
Nevada
$3.71M +$2.76M +54,708 +291%
3 4
5
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