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

Top Sellers

1
VAG
VisionPoint Advisory Group
Texas
$0
2
HWM
Horizon Wealth Management
Illinois
$0
3
DI
DAGCO Inc
Ohio
$425K
4
EWA
EP Wealth Advisors
California
$1.13M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$59.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KW
151
KWB Wealth
California
$3.18M -$200K -3,677 -6%
GT
152
Greenleaf Trust
Michigan
$3.18M – – –
ECM
153
Exchange Capital Management
Michigan
$3.13M +$53.6K +1,022 +2%
CA
154
CGN Advisors
Kansas
$3.07M -$45.8K -872 -1%
HighTower Advisors
155
HighTower Advisors
Illinois
$3.05M +$238K +4,534 +8%
TWM
156
Trinity Wealth Management
Pennsylvania
$2.97M +$302K +5,751 +11%
TC
157
Trilogy Capital
California
$2.95M +$359K +6,832 +14%
GLA
158
Good Life Advisors
Pennsylvania
$2.86M +$98.6K +1,879 +4%
ASN
159
Advisory Services Network
Georgia
$2.85M -$57.1K -1,088 -2%
AWMS
160
Advocacy Wealth Management Services
Georgia
$2.84M – – –
TA
161
TKG Advisors
Indiana
$2.82M +$173K +3,299 +7%
JSL
162
JT Stratford LLC
Georgia
$2.7M +$235K +4,482 +10%
AR
163
Apeiron RIA
Texas
$2.67M +$48.3K +921 +2%
CFGF
164
Compass Financial Group (Florida)
Florida
$2.62M +$16.4K +312 +0.6%
AF
165
Aldebaran Financial
$2.59M +$453K +8,638 +21%
Jane Street
166
Jane Street
New York
$2.59M -$1.79M -34,134 -41%
BCI
167
Brinker Capital Investments
Pennsylvania
$2.55M -$485K -9,240 -16%
OPS
168
Orion Portfolio Solutions
Nebraska
$2.55M -$485K -9,240 -16%
AWS
169
Atria Wealth Solutions
New York
$2.52M -$90.5K -1,724 -3%
WWM
170
Wiser Wealth Management
Georgia
$2.5M -$68.3K -1,302 -3%
OWA
171
Outlook Wealth Advisors
Texas
$2.43M -$75K -1,428 -3%
BPA
172
Beacon Pointe Advisors
California
$2.35M +$64.9K +1,236 +3%
GVAG
173
Great Valley Advisor Group
Delaware
$2.34M +$35.6K +679 +2%
HGERS
174
Householder Group Estate & Retirement Specialist
Arizona
$2.33M +$2.33M +44,399 New
PCA
175
Prosperity Capital Advisors
Ohio
$2.3M -$42.2K -804 -2%
5 6
7
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