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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.

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
1
Financial Enhancement Group
Indiana
$33.2M
2
GWA
2
Gibson Wealth Advisors
Texas
$31.4M
3
GAG
3
GM Advisory Group
New York
$28.6M
4
LPL Financial
4
LPL Financial
California
$322M
5
PS
5
Portfolio Strategies
New York
$26.5M

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$17.8M
2
Wells Fargo
2
Wells Fargo
California
$31.2M
3
AIM
3
Astor Investment Management
Illinois
$13M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$379K
5
VAG
5
VisionPoint Advisory Group
Texas
$24.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$11.3B 238,541 -307 -0.1%
LPL Financial
2
LPL Financial
California
$322M 6,809,994 +576,123 +9%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$159M 3,200,868 -142,564 -4%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$105M 2,220,362 +305,788 +16%
VA
5
Valmark Advisers
Ohio
$93.1M 1,968,043 +110,467 +6%
Morgan Stanley
6
Morgan Stanley
New York
$77.6M 1,641,762 -282,632 -15%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$73.5M 1,554,360 +356,781 +30%
SFP
8
Shepherd Financial Partners
Massachusetts
$67.9M 1,436,852 +22,207 +2%
RIM
9
Rockbridge Investment Management
New York
$61M 1,289,041 +18,259 +1%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$58.8M 1,243,796 -89,448 -7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$57.1M 1,208,188 -289,187 -19%
Ameriprise
12
Ameriprise
Minnesota
$56.5M 1,195,157 +108,463 +10%
Osaic Holdings
13
Osaic Holdings
Arizona
$55.5M 1,173,113 -108,561 -8%
RA
14
RFG Advisory
Alabama
$52.9M 1,032,592 +239,636 +30%
PFA
15
Professional Financial Advisors
Nebraska
$52M 1,099,323 +35,974 +3%
AWAG
16
ARS Wealth Advisors Group
Florida
$37.9M 801,249 -24,325 -3%
AF
17
Allworth Financial
California
$37.2M 787,545 +11,215 +1%
FSG
18
Financial Strategies Group
Michigan
$36.9M 779,484 +6,281 +0.8%
PAS
19
Park Avenue Securities
New York
$35.6M 752,194 +20,402 +3%
SWM
20
SigFig Wealth Management
California
$34.3M 625,399 -8,924 -1%
BFG
21
Barber Financial Group
Kansas
$34.3M 724,274 -91,279 -11%
WFS
22
Weitzel Financial Services
Iowa
$33.5M 708,267 +17,951 +3%
FEG
23
Financial Enhancement Group
Indiana
$33.2M 652,262 +652,262 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$32.4M 685,624 -6,655 -1%
GWA
25
Gibson Wealth Advisors
Texas
$31.4M 661,500 +651,000 +6,200%
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