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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
+$29.1M
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
-$41.5M
2
FEG
Financial Enhancement Group
Indiana
-$26.1M
3
WEG
World Equity Group
Illinois
-$15.1M
4
M1FG
Mach-1 Financial Group
Arkansas
-$11.6M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECA
201
Elevated Capital Advisors
Utah
$1.77M -$56.9K -1,045 -3%
Royal Bank of Canada
202
Royal Bank of Canada
Ontario, Canada
$1.76M -$537K -9,855 -23%
CRI
203
Colonial River Investments
Virginia
$1.74M -$704K -12,923 -29%
WFA
204
Wade Financial Advisory
California
$1.72M +$218 +4 +0%
BOH
205
Bank of Hawaii
Hawaii
$1.7M -$189K -3,473 -10%
LFPWM
206
Leicht Financial Planning & Wealth Management
New Jersey
$1.65M -$6M -110,243 -78%
Thrivent Financial for Lutherans
207
Thrivent Financial for Lutherans
Minnesota
$1.64M – – –
SSWM
208
Sheets Smith Wealth Management
North Carolina
$1.64M -$151K -2,779 -8%
AFS
209
Annapolis Financial Services
Maryland
$1.62M – – –
EWM
210
Echo Wealth Management
Minnesota
$1.62M +$43K +776 +3%
TCM
211
Towercrest Capital Management
Pennsylvania
$1.61M +$202K +3,707 +14%
CA
212
Calton & Associates
Florida
$1.6M -$101K -1,859 -6%
WIM
213
Westside Investment Management
California
$1.58M +$110K +2,019 +7%
BCB
214
Brian C. Broderick
$1.58M -$54.4K -1,000 -3%
NWM
215
Northwest Wealth Management
Iowa
$1.55M -$25.6K -470 -2%
Qube Research & Technologies (QRT)
216
Qube Research & Technologies (QRT)
United Kingdom
$1.54M +$1.38M +21,682 +860%
OPWM
217
Oakwell Private Wealth Management
Texas
$1.53M -$113K -2,069 -7%
MFA
218
McClarren Financial Advisors
Pennsylvania
$1.49M -$27.2K -499 -2%
MFG
219
Merit Financial Group
Georgia
$1.49M +$147K +2,697 +11%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$1.46M +$262K +4,817 +22%
WP
221
WealthPLAN Partners
Nebraska
$1.45M -$70.3K -1,292 -5%
JWA
222
JFS Wealth Advisors
Pennsylvania
$1.43M +$925 +17 +0.1%
MFA
223
Morling Financial Advisors
California
$1.43M -$6.48K -119 -0.5%
AWMG
224
Alliance Wealth Management Group
New Jersey
$1.43M +$179K +3,292 +14%
FPAS
225
Focus Partners Advisor Solutions
Missouri
$1.38M +$76.4K +1,404 +6%
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