SPTM icon

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 %
LCGC
126
Legacy Capital Group California
California
$3.7M +$3.7M +73,359 New
GT
127
Greenleaf Trust
Michigan
$3.64M -$1.16M -23,015 -24%
RWPA
128
Richard W. Paul & Associates
Michigan
$3.57M +$1.63M +32,395 +84%
GRP
129
Global Retirement Partners
California
$3.55M +$359K +7,151 +11%
JAG
130
Journey Advisory Group
Kentucky
$3.55M +$3.55M +70,449 New
RJFSA
131
Raymond James Financial Services Advisors
Florida
$3.51M -$1.97M -39,108 -36%
LCM
132
LVM Capital Management
Michigan
$3.5M – – –
BG
133
Benedetti & Gucer
Georgia
$3.43M +$154K +3,053 +5%
CA
134
CGN Advisors
Kansas
$3.42M +$3.63K +72 +0.1%
SWA
135
SFMG Wealth Advisors
Texas
$3.4M -$9.9M -196,242 -74%
ASN
136
Advisory Services Network
Georgia
$3.28M +$247K +4,903 +8%
RC
137
Roundview Capital
New Jersey
$3.27M +$198K +3,928 +6%
IWC
138
Integrated Wealth Concepts
Massachusetts
$3.27M +$846K +16,774 +35%
RJA
139
Raymond James & Associates
Florida
$3.27M -$1.18M -23,471 -27%
SPWG
140
Syntegra Private Wealth Group
Missouri
$3.17M +$91.6K +1,817 +3%
CWM
141
Cabot Wealth Management
Massachusetts
$3.13M +$333K +6,611 +12%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$3.04M +$189K +3,746 +7%
JPMorgan Chase & Co
143
JPMorgan Chase & Co
New York
$3.02M -$2.69M -53,322 -47%
RFN
144
Redwood Financial Network
Ohio
$3.02M +$491K +9,729 +19%
AWS
145
Atria Wealth Solutions
New York
$2.89M +$324K +6,418 +13%
ECM
146
Exchange Capital Management
Michigan
$2.79M +$215K +4,255 +8%
KW
147
KWB Wealth
California
$2.77M +$12.8K +270 +0.5%
SA
148
Shilanski & Associates
Alaska
$2.74M -$2.86K -57 -0.1%
AWMS
149
Advocacy Wealth Management Services
Georgia
$2.73M – – –
AR
150
Apeiron RIA
Texas
$2.69M -$216K -4,279 -7%
4 5
6
7 8