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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

505 hedge funds and large institutions have $3.93B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 185 increasing their positions, 200 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
8.05%
Holding in Top 10
60
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.96%
New
39
Increased
185
Reduced
200
Closed
33
Calls
$4.25M
Puts
$65K
Net Calls
+$4.19M
Net Calls Change
-$15.4M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$271M
2
FGAM
2
Financial Gravity Asset Management
Texas
$76.5M
3
Charles Schwab
3
Charles Schwab
California
$36.3M
4
RHP
4
Royal Harbor Partners
Texas
$35.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$93.3M

Top Sellers

1
VAG
1
VisionPoint Advisory Group
Texas
$0
2
HWM
2
Horizon Wealth Management
Illinois
$0
3
DI
3
DAGCO Inc
Ohio
$425K
4
EWA
4
EP Wealth Advisors
California
$1.13M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$59.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$4.56M -$280K -5,326 -6%
HAS
127
HBW Advisory Services
California
$4.49M -$717K -13,667 -14%
VCM
128
Virtue Capital Management
Tennessee
$4.41M – – –
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$4.41M +$3.94M +75,091 +850%
ICMP
130
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.4M -$355K -6,766 -7%
VAF
131
Values Added Financial
District of Columbia
$4.33M -$105 -2 -0%
CWM
132
Collaborative Wealth Management
Florida
$4.33M +$199K +3,787 +5%
IF
133
Intrua Financial
Texas
$4.22M -$1.2M -22,930 -22%
GRP
134
Global Retirement Partners
California
$4.16M +$345K +6,618 +9%
LHC
135
Little House Capital
Massachusetts
$4.12M +$186K +3,552 +5%
RJFSA
136
Raymond James Financial Services Advisors
Florida
$4.12M +$546K +10,400 +15%
SF
137
Slagle Financial
Illinois
$4.07M -$282K -5,372 -6%
AWM
138
Austin Wealth Management
Texas
$4.06M +$4.06M +72,815 New
Corient Private Wealth
139
Corient Private Wealth
Florida
$4.04M -$107K -2,034 -3%
IP
140
Isthmus Partners
Wisconsin
$4M +$13.2K +252 +0.3%
SPWG
141
Syntegra Private Wealth Group
Missouri
$3.97M +$192K +3,649 +5%
RJA
142
Raymond James & Associates
Florida
$3.87M +$198K +3,775 +5%
RFN
143
Redwood Financial Network
Ohio
$3.82M +$81.3K +1,548 +2%
LCGC
144
Legacy Capital Group California
California
$3.61M -$155K -2,949 -4%
JAG
145
Journey Advisory Group
Kentucky
$3.53M +$642K +12,238 +22%
LCM
146
LVM Capital Management
Michigan
$3.46M -$61.2K -1,165 -2%
BG
147
Benedetti & Gucer
Georgia
$3.46M +$140K +2,662 +4%
RC
148
Roundview Capital
New Jersey
$3.45M +$52.4K +999 +2%
PWM
149
Praetorian Wealth Management
California
$3.32M +$6.61K +126 +0.2%
CWM
150
Cabot Wealth Management
Massachusetts
$3.26M -$87.2K -1,662 -3%
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