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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 %
PFG
101
PAX Financial Group
Texas
$8.4M -$994K -16,294 -11%
Creative Planning
102
Creative Planning
Kansas
$8.37M +$2.01M +34,447 +32%
GSC
103
G&S Capital
Colorado
$8.24M +$232K +3,964 +3%
AWA
104
Arete Wealth Advisors
Illinois
$8.21M +$8.21M +140,458 New
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$8.15M -$2.27M -38,921 -22%
CSPIA
106
Cary Street Partners Investment Advisory
Virginia
$8.14M -$490K -8,388 -6%
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$8.05M -$208K -3,559 -3%
PIA
108
Perennial Investment Advisors
California
$8.04M -$408K -6,974 -5%
ST
109
Sentinel Trust
Texas
$7.89M – – –
FDS
110
Freedom Day Solutions
Texas
$7.76M +$265K +4,528 +4%
CFS
111
Cannon Financial Strategists
Georgia
$7.65M +$90.4K +1,547 +1%
SIAS
112
Summit Investment Advisory Services
Minnesota
$7.64M +$251K +4,299 +3%
CAL
113
Capital Analysts LLC
Pennsylvania
$7.63M +$755K +12,910 +11%
IF
114
Intrua Financial
Texas
$7.3M +$2.6M +44,567 +55%
KAS
115
Kestra Advisory Services
Texas
$7.15M +$217K +3,710 +3%
IWM
116
IHT Wealth Management
Illinois
$6.97M -$7.25K -124 -0.1%
UBS Group
117
UBS Group
Switzerland
$6.66M -$3.97M -67,872 -37%
SWM
118
SFG Wealth Management
Maryland
$6.54M +$177K +3,022 +3%
PWA
119
Peterson Wealth Advisors
Utah
$6.5M -$1.05M -17,977 -14%
FMP
120
Financial Management Professionals
Texas
$6.35M +$68.7K +1,175 +1%
KW
121
KWB Wealth
California
$6.07M +$2.66M +45,567 +78%
B
122
Bensler
Washington
$5.94M +$389K +6,647 +7%
MA
123
Mutual Advisors
Nebraska
$5.84M -$312K -5,339 -5%
FHA
124
Flagship Harbor Advisors
Massachusetts
$5.82M +$439K +7,503 +8%
TWP
125
Tempus Wealth Planning
California
$5.68M -$306K -5,232 -5%
3 4
5
6 7