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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 %
CA
151
CGN Advisors
Kansas
$3.23M -$461K -8,476 -12%
ECM
152
Exchange Capital Management
Michigan
$3.19M +$179K +3,283 +6%
ASN
153
Advisory Services Network
Georgia
$3.02M -$526K -9,659 -15%
JAG
154
Journey Advisory Group
Kentucky
$3M -$838K -15,402 -22%
AWMS
155
Advocacy Wealth Management Services
Georgia
$2.95M – – –
HighTower Advisors
156
HighTower Advisors
Illinois
$2.91M +$2.16M +39,629 +287%
SA
157
Shilanski & Associates
Alaska
$2.88M -$91.8K -1,687 -3%
WEG
158
World Equity Group
Illinois
$2.87M -$15.1M -278,211 -84%
GLA
159
Good Life Advisors
Pennsylvania
$2.86M +$255K +4,678 +10%
TWM
160
Trinity Wealth Management
Pennsylvania
$2.77M +$120K +2,204 +5%
DI
161
DAGCO Inc
Ohio
$2.75M +$89.5K +1,644 +3%
TC
162
Trilogy Capital
California
$2.75M +$2.11M +37,934 +330%
TA
163
TKG Advisors
Indiana
$2.75M +$218K +4,010 +9%
AR
164
Apeiron RIA
Texas
$2.72M -$186K -3,409 -6%
AWS
165
Atria Wealth Solutions
New York
$2.7M -$414K -7,605 -13%
CFGF
166
Compass Financial Group (Florida)
Florida
$2.7M -$56.7K -1,042 -2%
WWM
167
Wiser Wealth Management
Georgia
$2.67M -$52.3K -961 -2%
OWA
168
Outlook Wealth Advisors
Texas
$2.6M -$45.9K -844 -2%
JSL
169
JT Stratford LLC
Georgia
$2.55M -$305K -5,597 -11%
PCA
170
Prosperity Capital Advisors
Ohio
$2.43M +$338K +6,205 +16%
GVAG
171
Great Valley Advisor Group
Delaware
$2.39M +$1.26M +23,128 +111%
BPA
172
Beacon Pointe Advisors
California
$2.37M +$301K +5,529 +15%
WCG
173
Wall Capital Group
Arizona
$2.27M +$393K +7,160 +21%
BSW
174
Buckingham Strategic Wealth
Missouri
$2.25M +$40K +734 +2%
MA
175
MJP Associates
Connecticut
$2.23M +$251K +4,604 +13%
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