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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.

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$61.2M
2
FEG
Financial Enhancement Group
Indiana
$10.9M
3
WEG
World Equity Group
Illinois
$2.87M
4
M1FG
Mach-1 Financial Group
Arkansas
$0
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICMP
126
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.93M +$2.81M +51,528 +132%
CIG
127
Cascade Investment Group
Colorado
$4.82M +$86.7K +1,592 +2%
Jane Street
128
Jane Street
New York
$4.54M +$4.54M +83,441 New
SF
129
Slagle Financial
Illinois
$4.51M +$4.51M +82,843 New
VAF
130
Values Added Financial
District of Columbia
$4.5M +$4.5M +82,585 New
VCM
131
Virtue Capital Management
Tennessee
$4.41M -$459K -8,434 -9%
Corient Private Wealth
132
Corient Private Wealth
Florida
$4.3M -$120K -2,207 -3%
CWM
133
Collaborative Wealth Management
Florida
$4.29M -$108K -1,990 -2%
WWM
134
Western Wealth Management
Colorado
$4.14M +$118K +2,171 +3%
IP
135
Isthmus Partners
Wisconsin
$4.14M -$264K -4,848 -6%
LHC
136
Little House Capital
Massachusetts
$4.08M +$31.6K +581 +0.8%
GRP
137
Global Retirement Partners
California
$3.99M +$141K +2,585 +4%
SPWG
138
Syntegra Private Wealth Group
Missouri
$3.92M +$496K +9,102 +14%
LCGC
139
Legacy Capital Group California
California
$3.9M -$90.1K -1,655 -2%
RFN
140
Redwood Financial Network
Ohio
$3.87M +$617K +11,331 +19%
RJA
141
Raymond James & Associates
Florida
$3.81M +$285K +5,229 +8%
RWPA
142
Richard W. Paul & Associates
Michigan
$3.73M -$122K -2,242 -3%
RJFSA
143
Raymond James Financial Services Advisors
Florida
$3.71M -$84.6K -1,554 -2%
LCM
144
LVM Capital Management
Michigan
$3.65M -$126K -2,310 -3%
RC
145
Roundview Capital
New Jersey
$3.53M -$4.79K -88 -0.1%
CWM
146
Cabot Wealth Management
Massachusetts
$3.47M +$96.2K +1,766 +3%
BG
147
Benedetti & Gucer
Georgia
$3.44M -$264K -4,854 -7%
PWM
148
Praetorian Wealth Management
California
$3.44M -$1.46M -26,841 -30%
KW
149
KWB Wealth
California
$3.38M +$191K +3,517 +6%
GT
150
Greenleaf Trust
Michigan
$3.29M -$632K -11,601 -16%
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