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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 %
OPS
151
Orion Portfolio Solutions
Nebraska
$2.68M -$539K -10,692 -17%
BCI
152
Brinker Capital Investments
Pennsylvania
$2.68M +$1.81M +35,967 +209%
RBC
153
Roble Belko & Company
Pennsylvania
$2.67M -$1.69M -33,460 -39%
Goldman Sachs
154
Goldman Sachs
New York
$2.66M +$2.66M +52,776 New
JSL
155
JT Stratford LLC
Georgia
$2.65M -$377K -7,470 -12%
CFGF
156
Compass Financial Group (Florida)
Florida
$2.56M -$62.5K -1,239 -2%
WWM
157
Wiser Wealth Management
Georgia
$2.52M -$148K -2,927 -6%
CW
158
CreativeOne Wealth
Kansas
$2.52M +$2M +39,585 +383%
DI
159
DAGCO Inc
Ohio
$2.47M +$1.87K +37 +0.1%
TWM
160
Trinity Wealth Management
Pennsylvania
$2.46M +$181K +3,594 +8%
OWA
161
Outlook Wealth Advisors
Texas
$2.45M +$1.11M +21,943 +83%
NAS
162
Nicolet Advisory Services
Wisconsin
$2.43M -$340K -6,750 -12%
GLA
163
Good Life Advisors
Pennsylvania
$2.42M +$154K +3,049 +7%
TA
164
TKG Advisors
Indiana
$2.34M -$21.6K -428 -0.9%
CRI
165
Colonial River Investments
Virginia
$2.27M -$1.44M -28,652 -39%
M&T Bank
166
M&T Bank
New York
$2.17M -$234K -4,646 -10%
AF
167
Aldebaran Financial
$2.15M -$129K -2,550 -6%
Royal Bank of Canada
168
Royal Bank of Canada
Ontario, Canada
$2.12M -$192K -3,813 -8%
RMAM
169
Raab & Moskowitz Asset Management
New Jersey
$2.08M -$31.2K -619 -1%
SWM
170
SFG Wealth Management
Maryland
$2.08M +$1.24M +24,659 +149%
EWA
171
EP Wealth Advisors
California
$2.07M +$804K +12,888 +64%
AFG
172
Affinia Financial Group
Massachusetts
$1.97M -$57.9K -1,140 -3%
PCA
173
Prosperity Capital Advisors
Ohio
$1.94M +$641K +12,709 +49%
BSW
174
Buckingham Strategic Wealth
Missouri
$1.92M – – –
BPA
175
Beacon Pointe Advisors
California
$1.92M +$777K +15,410 +68%
5 6
7
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