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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 %
CRI
201
Colonial River Investments
Virginia
$1.67M -$16.3K -310 -1%
WFA
202
Wade Financial Advisory
California
$1.66M -$4.36K -83 -0.3%
BOH
203
Bank of Hawaii
Hawaii
$1.62M -$21.1K -402 -1%
SFC
204
Strategic Financial Concepts
Texas
$1.6M +$384K +7,324 +32%
Stifel Financial
205
Stifel Financial
Missouri
$1.59M -$140K -2,660 -8%
Thrivent Financial for Lutherans
206
Thrivent Financial for Lutherans
Minnesota
$1.58M – – –
WIM
207
Westside Investment Management
California
$1.53M +$2.1K +40 +0.1%
BCB
208
Brian C. Broderick
$1.52M – – –
NWM
209
Northwest Wealth Management
Iowa
$1.5M +$2.1K +40 +0.1%
PWM
210
Perigon Wealth Management
California
$1.49M +$719K +13,700 +93%
MFG
211
Merit Financial Group
Georgia
$1.49M +$57.2K +1,089 +4%
SSWM
212
Sheets Smith Wealth Management
North Carolina
$1.48M -$97.1K -1,849 -6%
OPWM
213
Oakwell Private Wealth Management
Texas
$1.48M – – –
ECA
214
Elevated Capital Advisors
Utah
$1.47M -$240K -4,579 -14%
EWM
215
Echo Wealth Management
Minnesota
$1.46M -$67.1K -1,278 -4%
TCM
216
Towercrest Capital Management
Pennsylvania
$1.45M -$104K -1,984 -7%
AFS
217
Annapolis Financial Services
Maryland
$1.42M -$148K -2,825 -9%
WP
218
WealthPLAN Partners
Nebraska
$1.41M +$14.1K +269 +1%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$1.4M -$10.7K -204 -0.8%
QC
220
Quent Capital
New York
$1.36M +$45.2K +862 +3%
JWA
221
JFS Wealth Advisors
Pennsylvania
$1.36M -$20.7K -395 -2%
RPSA
222
Richard P. Slaughter Associates
Texas
$1.34M +$18.6K +355 +1%
MFA
223
McClarren Financial Advisors
Pennsylvania
$1.33M -$99.4K -1,897 -7%
WWA
224
WCG Wealth Advisors
Nevada
$1.33M +$1.33M +25,417 New
MFA
225
Morling Financial Advisors
California
$1.3M -$82.1K -1,564 -6%
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