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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

502 hedge funds and large institutions have $3.83B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 191 reducing their positions, and 24 closing their positions.

Holders
502
Holders Change
+20
Holders Change %
+4.15%
% of All Funds
7.92%
Holding in Top 10
60
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.69%
% of All Funds
0.95%
New
50
Increased
191
Reduced
191
Closed
24
Calls
$19.6M
Puts
$76K
Net Calls
+$19.6M
Net Calls Change
+$16.5M

Top Buyers

1
SWM
1
SigFig Wealth Management
California
$30.2M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$206M
3
HWM
3
Horizon Wealth Management
Illinois
$23.2M
4
LPT
4
Legacy Private Trust
Wisconsin
$16.2M
5
RCS
5
Retirement Capital Strategies
California
$13.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$61.2M
2
FEG
2
Financial Enhancement Group
Indiana
$10.9M
3
WEG
3
World Equity Group
Illinois
$2.87M
4
M1FG
4
Mach-1 Financial Group
Arkansas
$0
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
101
Cannon Financial Strategists
Georgia
$7.31M -$215K -3,946 -3%
GSC
102
G&S Capital
Colorado
$7.11M -$116K -2,131 -2%
ST
103
Sentinel Trust
Texas
$6.75M – – –
FDS
104
Freedom Day Solutions
Texas
$6.71M +$287K +5,277 +4%
FWI
105
Facet Wealth Inc
Maryland
$6.47M +$756K +13,639 +13%
Creative Planning
106
Creative Planning
Kansas
$6.13M -$67.1K -1,232 -1%
CSPIA
107
Cary Street Partners Investment Advisory
Virginia
$6.13M -$52.7K -968 -0.9%
IWM
108
IHT Wealth Management
Illinois
$6.02M +$465K +8,535 +8%
CAL
109
Capital Analysts LLC
Pennsylvania
$6M +$627K +11,526 +12%
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$5.84M +$2.57M +47,239 +79%
FMP
111
Financial Management Professionals
Texas
$5.82M +$5.82M +106,807 New
MA
112
Mutual Advisors
Nebraska
$5.71M +$650K +11,933 +13%
MML Investors Services
113
MML Investors Services
Massachusetts
$5.68M +$991K +18,212 +21%
OIA
114
OneDigital Investment Advisors
Kansas
$5.63M -$2.21M -40,526 -28%
IF
115
Intrua Financial
Texas
$5.62M +$97.6K +1,793 +2%
TWP
116
Tempus Wealth Planning
California
$5.56M +$73.7K +1,354 +1%
HAS
117
HBW Advisory Services
California
$5.4M -$112K -2,064 -2%
AI
118
Atria Investments
North Carolina
$5.25M +$2.72K +50 +0.1%
SC
119
Savant Capital
Illinois
$5.23M -$190K -3,489 -4%
SCM
120
Sterneck Capital Management
Missouri
$5.16M -$73.2K -1,344 -1%
XF
121
XML Financial
Maryland
$5.16M +$28.5K +524 +0.6%
FHA
122
Flagship Harbor Advisors
Massachusetts
$5.03M -$1.26M -23,204 -20%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$5.02M +$1.74M +31,989 +53%
B
124
Bensler
Washington
$4.95M -$104K -1,918 -2%
SWM
125
SFG Wealth Management
Maryland
$4.94M +$2.69M +49,409 +120%
3 4
5
6 7