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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
$31.4M
3
GAG
GM Advisory Group
New York
$28.6M
4
LPL Financial
LPL Financial
California
$322M
5
PS
Portfolio Strategies
New York
$26.5M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
$17.8M
2
Wells Fargo
Wells Fargo
California
$31.2M
3
AIM
Astor Investment Management
Illinois
$13M
4
CIAS
CFS Investment Advisory Services
New Jersey
$379K
5
VAG
VisionPoint Advisory Group
Texas
$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCB
201
Brian C. Broderick
$1.42M – – –
WIM
202
WealthPlan Investment Management
Nebraska
$1.41M +$18.4K +359 +1%
WP
203
WealthPLAN Partners
Nebraska
$1.41M +$1.41M +27,659 New
AFS
204
Annapolis Financial Services
Maryland
$1.41M -$149K -3,144 -10%
GLA
205
Great Lakes Advisors
Illinois
$1.4M -$369K -77,944 -21%
DA
206
Detalus Advisors
Missouri
$1.4M +$628K +13,273 +81%
BFS
207
Bickling Financial Services
Massachusetts
$1.39M -$3.41K -72 -0.2%
JGCM
208
Joseph Group Capital Management
Ohio
$1.39M -$28.2K -597 -2%
NWM
209
Northwest Wealth Management
Iowa
$1.35M +$43.6K +922 +3%
WCG
210
Wall Capital Group
Arizona
$1.35M +$272K +5,561 +25%
MFA
211
McClarren Financial Advisors
Pennsylvania
$1.35M +$73K +1,545 +6%
TCM
212
Triumph Capital Management
Colorado
$1.34M +$28.4K +601 +2%
PAG
213
Private Advisor Group
New Jersey
$1.33M -$37.7K -62,306 -3%
MFA
214
Morling Financial Advisors
California
$1.28M -$28.4K -600 -2%
WFPG
215
Waller Financial Planning Group
Ohio
$1.28M +$15.7K +333 +1%
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$1.27M +$839K +17,739 +195%
OWA
217
Outlook Wealth Advisors
Texas
$1.26M -$1.54M -32,599 -55%
JWA
218
JFS Wealth Advisors
Pennsylvania
$1.26M -$126K -2,659 -9%
CBFP
219
Cedar Brook Financial Partners
Ohio
$1.25M +$58.6K +1,240 +5%
TCM
220
Towercrest Capital Management
Pennsylvania
$1.23M -$38.4K -812 -3%
SFG
221
SNS Financial Group
Minnesota
$1.22M -$14.2K -300 -1%
PCA
222
Prosperity Capital Advisors
Ohio
$1.22M +$1.22M +25,724 New
CWM
223
Cahill Wealth Management
Michigan
$1.21M +$132K +2,574 +12%
FHC
224
First Heartland Consultants
Missouri
$1.2M -$485K -10,255 -29%
ATPW
225
Ashton Thomas Private Wealth
Arizona
$1.17M +$804 +17 +0.1%
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9
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