SPTM icon

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 %
M&T Bank
176
M&T Bank
New York
$2.22M -$127K -2,336 -5%
AF
177
Aldebaran Financial
$2.22M -$103K -1,890 -4%
NAS
178
Nicolet Advisory Services
Wisconsin
$2.19M -$422K -7,810 -16%
CW
179
CreativeOne Wealth
Kansas
$2.19M -$533K -9,797 -20%
RMAM
180
Raab & Moskowitz Asset Management
New Jersey
$2.17M -$75.6K -1,389 -3%
SS
181
Simplicity Solutions
Minnesota
$2.16M +$1.54M +28,267 +249%
SWA
182
SFMG Wealth Advisors
Texas
$2.15M -$1.52M -27,955 -41%
RBC
183
Roble Belko & Company
Pennsylvania
$2.05M -$833K -15,309 -29%
SFP
184
Strategic Financial Planning
Texas
$2.03M +$2.18K +40 +0.1%
AFG
185
Affinia Financial Group
Massachusetts
$1.99M -$157K -2,835 -7%
GWP
186
Gateway Wealth Partners
Wisconsin
$1.98M -$49.6K -912 -2%
GL
187
Graypoint LLC
New York
$1.98M +$612K +11,246 +45%
FIM
188
Fernwood Investment Management
Massachusetts
$1.96M +$149K +2,746 +8%
FWM
189
Fingerlakes Wealth Management
New York
$1.91M -$20.3K -372 -1%
AWM
190
Avior Wealth Management
Nebraska
$1.91M – – –
AO
191
Advisor OS
Illinois
$1.91M +$1.41M +25,872 +280%
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$1.9M +$317K +5,832 +20%
AWA
193
Alta Wealth Advisors
Massachusetts
$1.88M +$80.2K +1,474 +4%
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$1.85M -$4.46K -82 -0.2%
ADL
195
Asset Dedication LLC
California
$1.83M +$2.34K +43 +0.1%
T
196
TRUADVICE
Florida
$1.83M +$44.5K +811 +2%
HI
197
Harbour Investments
Wisconsin
$1.81M -$42.8K -786 -2%
CGFA
198
Colton Groome Financial Advisors
North Carolina
$1.8M -$44.3K -813 -2%
Stifel Financial
199
Stifel Financial
Missouri
$1.79M +$21.2K +389 +1%
DT
200
Daniels + Tansey
Delaware
$1.78M – – –
6 7
8
9 10