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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 %
JAG
151
Journey Advisory Group
Kentucky
$3.93M +$1.17K +20 +0%
RC
152
Roundview Capital
New Jersey
$3.92M +$73K +1,249 +2%
LCGC
153
Legacy Capital Group California
California
$3.89M -$128K -2,191 -3%
BG
154
Benedetti & Gucer
Georgia
$3.84M -$10.1K -173 -0.3%
OIM
155
Orca Investment Management
Oregon
$3.84M +$3.55M +60,759 +1,240%
HI
156
Harbour Investments
Wisconsin
$3.82M +$2.42M +41,438 +173%
LCM
157
LVM Capital Management
Michigan
$3.75M -$101K -1,735 -3%
ECM
158
Exchange Capital Management
Michigan
$3.73M +$250K +4,273 +7%
CWM
159
Cabot Wealth Management
Massachusetts
$3.67M +$44.8K +767 +1%
ARC
160
Advisor Resource Council
Texas
$3.54M +$3.54M +60,627 New
GT
161
Greenleaf Trust
Michigan
$3.54M – – –
TWM
162
Trinity Wealth Management
Pennsylvania
$3.39M +$82.8K +1,417 +3%
WWS
163
Wellington Wealth Strategies
Indiana
$3.35M +$3.35M +57,260 New
TA
164
TKG Advisors
Indiana
$3.29M +$149K +2,549 +5%
HighTower Advisors
165
HighTower Advisors
Illinois
$3.2M -$195K -3,329 -6%
CA
166
CGN Advisors
Kansas
$3.2M -$220K -3,758 -6%
JSL
167
JT Stratford LLC
Georgia
$3.19M +$185K +3,170 +6%
AWMS
168
Advocacy Wealth Management Services
Georgia
$3.16M – – –
ASN
169
Advisory Services Network
Georgia
$3.16M -$16K -274 -0.5%
GLA
170
Good Life Advisors
Pennsylvania
$3.15M -$33K -564 -1%
AR
171
Apeiron RIA
Texas
$3.04M +$60K +1,026 +2%
OIA
172
OneDigital Investment Advisors
Kansas
$2.95M -$2.86M -48,936 -49%
AWS
173
Atria Wealth Solutions
New York
$2.92M +$120K +2,053 +4%
AF
174
Aldebaran Financial
$2.91M +$29.4K +503 +1%
CFGF
175
Compass Financial Group (Florida)
Florida
$2.88M -$34.8K -595 -1%
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