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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

482 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 184 increasing their positions, 181 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
7.71%
Holding in Top 10
59
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.67%
% of All Funds
0.94%
New
44
Increased
184
Reduced
181
Closed
33
Calls
$3.43M
Puts
$358K
Net Calls
+$3.08M
Net Calls Change
+$2.1M

Top Buyers

1
WCAMG
1
Woodard & Company Asset Management Group
North Carolina
$41.4M
2
Wells Fargo
2
Wells Fargo
California
$51.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$95.1M
4
M1FG
4
Mach-1 Financial Group
Arkansas
$11.6M
5
AIM
5
Astor Investment Management
Illinois
$25.2M

Top Sellers

1
SWM
1
SigFig Wealth Management
California
$0
2
PSCM
2
Per Stirling Capital Management
Texas
$0
3
FFG
3
Ford Financial Group
California
$291K
4
BHB
4
Bank Hapoalim BM
Israel
$0
5
MCC
5
Money Concepts Capital
Florida
$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
JGCM
201
Joseph Group Capital Management
Ohio
$1.51M +$34.1K +677 +2%
AFS
202
Annapolis Financial Services
Maryland
$1.5M – – –
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$1.46M +$111K +2,195 +8%
NWM
204
Northwest Wealth Management
Iowa
$1.46M +$21.5K +426 +1%
EWM
205
Echo Wealth Management
Minnesota
$1.43M -$39K -773 -3%
WP
206
WealthPLAN Partners
Nebraska
$1.41M +$11.1K +220 +0.8%
MFA
207
McClarren Financial Advisors
Pennsylvania
$1.39M -$29.5K -592 -2%
HGERS
208
Householder Group Estate & Retirement Specialist
Arizona
$1.38M +$1.38M +27,423 New
WIM
209
Westside Investment Management
California
$1.37M +$3.68K +73 +0.3%
TCM
210
Triumph Capital Management
Colorado
$1.33M -$99.4K -1,971 -7%
MFA
211
Morling Financial Advisors
California
$1.33M -$41.2K -816 -3%
JWA
212
JFS Wealth Advisors
Pennsylvania
$1.33M -$13.5K -268 -1%
TCM
213
Towercrest Capital Management
Pennsylvania
$1.3M -$5.95K -118 -0.5%
ACA
214
Aptus Capital Advisors
Alabama
$1.29M +$723K +14,338 +127%
QC
215
Quent Capital
New York
$1.29M +$303K +6,012 +31%
GL
216
Graypoint LLC
New York
$1.27M +$200K +3,959 +19%
Fidelity Investments
217
Fidelity Investments
Massachusetts
$1.24M +$107K +2,114 +9%
MFG
218
Merit Financial Group
Georgia
$1.24M -$6.17M -122,300 -83%
RPSA
219
Richard P. Slaughter Associates
Texas
$1.22M -$4.49K -89 -0.4%
SWM
220
Seaside Wealth Management
California
$1.22M -$10.9K -216 -0.9%
FPAS
221
Focus Partners Advisor Solutions
Missouri
$1.21M -$22.5K -446 -2%
ICMP
222
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.21M -$1.97M -63,878 -62%
WAS
223
Wealth Advisory Solutions
Indiana
$1.2M +$35.5K +703 +3%
AssetMark Inc
224
AssetMark Inc
California
$1.2M -$1.45M -28,767 -55%
CWM
225
Cahill Wealth Management
Michigan
$1.2M +$303 +6 +0%
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