SPTM icon

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 %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$2.67M -$472K -9,972 -15%
CWM
152
Cabot Wealth Management
Massachusetts
$2.62M +$121K +2,567 +5%
WEG
153
World Equity Group
Illinois
$2.61M -$1.97M -41,695 -43%
SA
154
Shilanski & Associates
Alaska
$2.59M +$2.59M +54,716 New
AWMS
155
Advocacy Wealth Management Services
Georgia
$2.56M – – –
WWM
156
Wiser Wealth Management
Georgia
$2.5M -$2.08K -44 -0.1%
AssetMark Inc
157
AssetMark Inc
California
$2.49M +$1.18M +25,023 +91%
MML Investors Services
158
MML Investors Services
Massachusetts
$2.46M +$222K +4,694 +10%
CFGF
159
Compass Financial Group (Florida)
Florida
$2.46M +$348K +7,364 +17%
ACM
160
Advisors Capital Management
New Jersey
$2.44M -$2.23M -47,082 -48%
ECM
161
Exchange Capital Management
Michigan
$2.41M -$464K -9,804 -16%
AWS
162
Atria Wealth Solutions
New York
$2.4M -$44.8K -948 -2%
RFN
163
Redwood Financial Network
Ohio
$2.37M +$680K +14,382 +40%
DI
164
DAGCO Inc
Ohio
$2.31M +$1.24M +26,148 +115%
AI
165
Atria Investments
North Carolina
$2.28M -$2.58M -54,618 -53%
IWC
166
Integrated Wealth Concepts
Massachusetts
$2.27M -$976K -20,643 -30%
VCM
167
Virtue Capital Management
Tennessee
$2.26M +$1.89M +40,018 +512%
M&T Bank
168
M&T Bank
New York
$2.26M -$19.7K -417 -0.9%
SPWM
169
Spartan Planning & Wealth Management
North Carolina
$2.23M +$123K +2,609 +6%
TA
170
TKG Advisors
Indiana
$2.22M +$234K +4,948 +12%
Royal Bank of Canada
171
Royal Bank of Canada
Ontario, Canada
$2.17M +$459K +9,710 +27%
AF
172
Aldebaran Financial
$2.14M -$18.6K -394 -0.9%
TWM
173
Trinity Wealth Management
Pennsylvania
$2.13M +$128K +2,699 +6%
GLA
174
Good Life Advisors
Pennsylvania
$2.12M +$146K +3,081 +7%
MA
175
MJP Associates
Connecticut
$2.09M -$139K -2,934 -6%
5 6
7
8 9