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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
Financial Enhancement Group
Indiana
$33.2M
2
GWA
Gibson Wealth Advisors
Texas
$31.4M
3
GAG
GM Advisory Group
New York
$28.6M
4
LPL Financial
LPL Financial
California
$322M
5
PS
Portfolio Strategies
New York
$26.5M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
$17.8M
2
Wells Fargo
Wells Fargo
California
$31.2M
3
AIM
Astor Investment Management
Illinois
$13M
4
CIAS
CFS Investment Advisory Services
New Jersey
$379K
5
VAG
VisionPoint Advisory Group
Texas
$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
126
Roble Belko & Company
Pennsylvania
$4.08M +$3.54M +74,920 +655%
IWM
127
IHT Wealth Management
Illinois
$4M +$23.5K +496 +0.6%
IF
128
Intrua Financial
Texas
$3.98M +$337K +7,006 +9%
Corient Private Wealth
129
Corient Private Wealth
Florida
$3.87M +$3.87M +81,899 New
BWFA
130
Baltimore-Washington Financial Advisors
Maryland
$3.86M +$2.52M +53,232 +187%
IP
131
Isthmus Partners
Wisconsin
$3.79M +$15.4K +326 +0.4%
LHC
132
Little House Capital
Massachusetts
$3.58M +$3.58M +75,609 New
CRI
133
Colonial River Investments
Virginia
$3.48M -$208K -4,397 -6%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$3.47M +$2.46M +52,014 +242%
WWM
135
Western Wealth Management
Colorado
$3.45M -$2.65M -55,973 -43%
AWA
136
ARQ Wealth Advisors
Arizona
$3.44M +$147K +3,106 +4%
CAL
137
Capital Analysts LLC
Pennsylvania
$3.44M +$949K +20,069 +38%
LCM
138
LVM Capital Management
Michigan
$3.28M -$85.8K -1,815 -3%
CA
139
CGN Advisors
Kansas
$3.2M +$145K +3,070 +5%
BG
140
Benedetti & Gucer
Georgia
$3.08M – – –
OPS
141
Orion Portfolio Solutions
Nebraska
$3.02M +$489K +10,344 +19%
GRP
142
Global Retirement Partners
California
$3.01M -$257K -5,435 -8%
CWM
143
Collaborative Wealth Management
Florida
$2.93M -$24.1K -509 -0.8%
SPWG
144
Syntegra Private Wealth Group
Missouri
$2.89M +$2.89M +61,129 New
RC
145
Roundview Capital
New Jersey
$2.88M +$17.8K +377 +0.6%
ASN
146
Advisory Services Network
Georgia
$2.85M -$487K -10,293 -15%
JSL
147
JT Stratford LLC
Georgia
$2.84M +$115K +2,435 +4%
KW
148
KWB Wealth
California
$2.75M +$770K +16,275 +39%
AR
149
Apeiron RIA
Texas
$2.73M +$41.8K +884 +2%
NAS
150
Nicolet Advisory Services
Wisconsin
$2.7M -$200K -4,088 -7%
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