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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$137M
2
LPL Financial
LPL Financial
California
$513M
3
SPWG
Syntegra Private Wealth Group
Missouri
$76.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$172M
5
SFI
SPC Financial Inc
Maryland
$36.6M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$263M
2
Osaic Holdings
Osaic Holdings
Arizona
$77.5M
3
BCM
Brookstone Capital Management
Illinois
$1.54M
4
AF
Advisornet Financial
Minnesota
$9.76K
5
AWM
AE Wealth Management
Kansas
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
126
WNY Asset Management
New York
$5.6M +$109K +1,859 +2%
TC
127
Trilogy Capital
California
$5.59M +$2.31M +39,441 +70%
AI
128
Atria Investments
North Carolina
$5.59M +$41.7K +713 +0.8%
WWM
129
Western Wealth Management
Colorado
$5.56M +$316K +5,409 +6%
XF
130
XML Financial
Maryland
$5.35M +$22.9K +391 +0.4%
CIG
131
Cascade Investment Group
Colorado
$5.34M +$75.6K +1,293 +1%
Two Sigma Investments
132
Two Sigma Investments
New York
$5.32M +$3.95M +67,600 +288%
SC
133
Savant Capital
Illinois
$5.24M -$65.7K -1,124 -1%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$5.15M +$77.1K +1,319 +2%
RJA
135
Raymond James & Associates
Florida
$5.12M +$804K +13,759 +19%
GRP
136
Global Retirement Partners
California
$5.02M +$369K +6,331 +8%
HAS
137
HBW Advisory Services
California
$5.01M +$12.9K +220 +0.3%
CWM
138
Collaborative Wealth Management
Florida
$4.98M +$158K +2,695 +3%
SCM
139
Sterneck Capital Management
Missouri
$4.89M -$279K -4,767 -5%
ICMP
140
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.74M -$159K -2,720 -3%
VAF
141
Values Added Financial
District of Columbia
$4.65M -$178K -3,048 -4%
LHC
142
Little House Capital
Massachusetts
$4.55M -$42.6K -729 -0.9%
RFN
143
Redwood Financial Network
Ohio
$4.5M +$248K +4,247 +6%
IP
144
Isthmus Partners
Wisconsin
$4.47M +$14.5K +248 +0.3%
SF
145
Slagle Financial
Illinois
$4.44M +$2.17M +74,331 +96%
AWM
146
Austin Wealth Management
Texas
$4.19M -$261K -4,269 -6%
Corient Private Wealth
147
Corient Private Wealth
Florida
$4.17M -$329K -5,637 -7%
CWM
148
Congress Wealth Management
Massachusetts
$4.12M +$4.12M +70,540 New
PWM
149
Praetorian Wealth Management
California
$4.08M +$378K +6,464 +10%
ZF
150
Zhang Financial
Michigan
$3.99M +$2.8M +47,941 +236%
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