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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 %
SFP
201
Strategic Financial Planning
Texas
$2.1M -$1.87K -32 -0.1%
CAS
202
Coppell Advisory Solutions
Texas
$2.08M +$2.08M +35,614 New
VCM
203
Virtue Capital Management
Tennessee
$2.07M -$2.59M -45,064 -56%
Renaissance Technologies
204
Renaissance Technologies
New York
$2.06M +$982K +16,800 +91%
FWM
205
Fingerlakes Wealth Management
New York
$2.05M +$10.5K +180 +0.5%
Fidelity Investments
206
Fidelity Investments
Massachusetts
$2.01M -$31.9K -545 -2%
NAS
207
Nicolet Advisory Services
Wisconsin
$1.99M -$237K -4,131 -11%
ADL
208
Asset Dedication LLC
California
$1.96M -$6.38K -109 -0.3%
M&T Bank
209
M&T Bank
New York
$1.92M -$235K -4,015 -11%
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$1.92M -$2.99M -51,083 -61%
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
$1.9M -$30.4K -520 -2%
MFG
212
Merit Financial Group
Georgia
$1.86M +$199K +3,404 +12%
WFA
213
Wade Financial Advisory
California
$1.83M -$17.9K -306 -1%
BOH
214
Bank of Hawaii
Hawaii
$1.78M -$18.9K -324 -1%
Thrivent Financial for Lutherans
215
Thrivent Financial for Lutherans
Minnesota
$1.76M – – –
Stifel Financial
216
Stifel Financial
Missouri
$1.73M -$39.5K -676 -2%
FIM
217
Fernwood Investment Management
Massachusetts
$1.72M -$454K -7,765 -21%
QC
218
Quent Capital
New York
$1.7M +$176K +3,011 +12%
BCB
219
Brian C. Broderick
$1.7M – – –
CA
220
Calton & Associates
Florida
$1.69M +$1.69M +28,953 New
TCM
221
Towercrest Capital Management
Pennsylvania
$1.66M +$49.4K +845 +3%
WIM
222
Westside Investment Management
California
$1.64M -$59.3K -1,015 -3%
OPWM
223
Oakwell Private Wealth Management
Texas
$1.63M -$17.9K -306 -1%
RPSA
224
Richard P. Slaughter Associates
Texas
$1.63M +$136K +2,320 +9%
PWM
225
Perigon Wealth Management
California
$1.62M -$43.2K -739 -3%
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