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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
+$30.9M
3
GAG
GM Advisory Group
New York
+$28.6M
4
LPL Financial
LPL Financial
California
+$27.2M
5
PS
Portfolio Strategies
New York
+$26.5M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
-$61.4M
2
Wells Fargo
Wells Fargo
California
-$29.7M
3
AIM
Astor Investment Management
Illinois
-$18M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$16.5M
5
VAG
VisionPoint Advisory Group
Texas
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
176
U.S. Capital Wealth Advisors
Texas
$2.02M – – –
RMAM
177
Raab & Moskowitz Asset Management
New Jersey
$1.98M -$76.4K -1,615 -4%
AFG
178
Affinia Financial Group
Massachusetts
$1.93M -$232K -4,795 -11%
BSW
179
Buckingham Strategic Wealth
Missouri
$1.92M +$251K +5,298 +15%
BOH
180
Bank of Hawaii
Hawaii
$1.91M +$1.91M +40,432 New
CI
181
CX Institutional
Indiana
$1.88M +$276K +5,835 +17%
GM
182
GeoWealth Management
Illinois
$1.84M -$1.84M -38,984 -50%
RWPA
183
Richard W. Paul & Associates
Michigan
$1.82M +$1.82M +38,389 New
GWP
184
Gateway Wealth Partners
Wisconsin
$1.77M +$1.77M +37,328 New
SFP
185
Strategic Financial Planning
Texas
$1.76M +$38.9K +822 +2%
FWM
186
Fingerlakes Wealth Management
New York
$1.73M -$53.3K -1,128 -3%
PFGIA
187
Patriot Financial Group Insurance Agency
Massachusetts
$1.69M -$26.6K -563 -2%
AWM
188
Avior Wealth Management
Nebraska
$1.66M – – –
ADL
189
Asset Dedication LLC
California
$1.59M -$24K -507 -1%
AWA
190
Alta Wealth Advisors
Massachusetts
$1.57M +$459K +9,714 +42%
HI
191
Harbour Investments
Wisconsin
$1.56M +$51.9K +1,098 +3%
FIM
192
Fernwood Investment Management
Massachusetts
$1.56M -$95K -2,009 -6%
SSWM
193
Sheets Smith Wealth Management
North Carolina
$1.56M -$134K -2,829 -8%
DT
194
Daniels + Tansey
Delaware
$1.55M -$615 -13 -0%
GWSG
195
GPS Wealth Strategies Group
Colorado
$1.53M +$186K +3,925 +14%
CGFA
196
Colton Groome Financial Advisors
North Carolina
$1.51M -$7.27M -153,683 -83%
WFA
197
Wade Financial Advisory
California
$1.5M -$3.41K -72 -0.2%
CA
198
Calton & Associates
Florida
$1.49M +$44.2K +935 +3%
OPWM
199
Oakwell Private Wealth Management
Texas
$1.44M -$586K -12,394 -29%
EWM
200
Echo Wealth Management
Minnesota
$1.44M +$130K +2,643 +10%
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