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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 %
MA
176
MJP Associates
Connecticut
$2.24M +$86.7K +1,652 +4%
SS
177
Simplicity Solutions
Minnesota
$2.2M +$119K +2,272 +6%
BSW
178
Buckingham Strategic Wealth
Missouri
$2.17M +$105 +2 +0%
AO
179
Advisor OS
Illinois
$2.13M +$283K +5,383 +15%
CAN
180
Cetera Advisor Networks
California
$2.08M +$938K +17,869 +82%
SWA
181
SFMG Wealth Advisors
Texas
$2.07M – – –
RMAM
182
Raab & Moskowitz Asset Management
New Jersey
$2.03M -$62.5K -1,191 -3%
NAS
183
Nicolet Advisory Services
Wisconsin
$2.02M -$95.2K -1,828 -5%
AWA
184
Alta Wealth Advisors
Massachusetts
$2M +$193K +3,675 +11%
FIM
185
Fernwood Investment Management
Massachusetts
$1.95M +$62.5K +1,190 +3%
RBC
186
Roble Belko & Company
Pennsylvania
$1.95M -$24.1K -459 -1%
GL
187
Graypoint LLC
New York
$1.95M +$39.9K +760 +2%
M&T Bank
188
M&T Bank
New York
$1.94M -$203K -3,868 -9%
SFP
189
Strategic Financial Planning
Texas
$1.88M -$70K -1,333 -4%
AWM
190
Avior Wealth Management
Nebraska
$1.88M +$37.3K +711 +2%
GWP
191
Gateway Wealth Partners
Wisconsin
$1.87M -$39.7K -756 -2%
Fidelity Investments
192
Fidelity Investments
Massachusetts
$1.83M +$502K +9,566 +38%
FWM
193
Fingerlakes Wealth Management
New York
$1.83M -$14.1K -269 -0.8%
AssetMark Inc
194
AssetMark Inc
California
$1.82M +$1.82M +34,594 New
Royal Bank of Canada
195
Royal Bank of Canada
Ontario, Canada
$1.79M +$102K +1,942 +6%
CGFA
196
Colton Groome Financial Advisors
North Carolina
$1.78M +$45.2K +861 +3%
ADL
197
Asset Dedication LLC
California
$1.76M -$5.15K -98 -0.3%
PFGIA
198
Patriot Financial Group Insurance Agency
Massachusetts
$1.73M -$46.9K -893 -3%
T
199
TRUADVICE
Florida
$1.72M -$78.7K -1,462 -4%
SA
200
Shilanski & Associates
Alaska
$1.67M -$1.11M -21,099 -40%
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