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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

552 hedge funds and large institutions have $4.79B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 188 increasing their positions, 206 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+47
Holders Change %
+9.31%
% of All Funds
8.09%
Holding in Top 10
69
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15%
% of All Funds
1.01%
New
81
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
+$74.4M
2
LPL Financial
LPL Financial
California
+$72.8M
3
SPWG
Syntegra Private Wealth Group
Missouri
+$71.8M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$46.3M
5
SFI
SPC Financial Inc
Maryland
+$36.6M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$39.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$26.4M
3
BCM
Brookstone Capital Management
Illinois
-$20.3M
4
AF
Advisornet Financial
Minnesota
-$17.6M
5
AWM
AE Wealth Management
Kansas
-$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
176
Brinker Capital Investments
Pennsylvania
$2.84M +$2.04K +35 +0.1%
OPS
177
Orion Portfolio Solutions
Nebraska
$2.84M +$2.04K +35 +0.1%
TVAMP
178
Tennessee Valley Asset Management Partners
Tennessee
$2.65M +$1.43M +24,413 +117%
AO
179
Advisor OS
Illinois
$2.61M +$244K +4,176 +10%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$2.59M +$1.03M +17,589 +66%
CAM
181
Congress Asset Management
Massachusetts
$2.5M +$2.12M +36,228 +550%
SS
182
Simplicity Solutions
Minnesota
$2.49M +$42K +718 +2%
SWA
183
SFMG Wealth Advisors
Texas
$2.48M +$174K +2,970 +8%
MA
184
MJP Associates
Connecticut
$2.47M -$24.8K -424 -1%
BSW
185
Buckingham Strategic Wealth
Missouri
$2.41M +$58 +1 +0%
Royal Bank of Canada
186
Royal Bank of Canada
Ontario, Canada
$2.41M +$411K +7,038 +21%
CAN
187
Cetera Advisor Networks
California
$2.4M +$89.8K +1,536 +4%
SAW
188
Signal Advisors Wealth
Michigan
$2.4M +$2.4M +41,167 New
PCIA
189
Prime Capital Investment Advisors
Kansas
$2.34M +$2.34M +39,982 New
GL
190
Graypoint LLC
New York
$2.3M +$133K +2,282 +6%
HGERS
191
Householder Group Estate & Retirement Specialist
Arizona
$2.28M -$311K -5,320 -12%
CRI
192
Colonial River Investments
Virginia
$2.22M +$367K +6,279 +20%
GVAG
193
Great Valley Advisor Group
Delaware
$2.22M -$385K -6,588 -15%
PWH
194
Priebe Wealth Holdings
Minnesota
$2.21M +$2.21M +37,730 New
Two Sigma Advisers
195
Two Sigma Advisers
New York
$2.2M +$1.55M +26,500 +239%
SFA
196
Sequoia Financial Advisors
Ohio
$2.19M +$2.19M +37,439 New
AWM
197
Avior Wealth Management
Nebraska
$2.18M +$90.6K +1,550 +4%
PCA
198
Prosperity Capital Advisors
Ohio
$2.18M -$382K -6,532 -15%
RMAM
199
Raab & Moskowitz Asset Management
New Jersey
$2.18M -$87.3K -1,493 -4%
RBC
200
Roble Belko & Company
Pennsylvania
$2.13M -$37.5K -641 -2%
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