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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.

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
1
Wealth Enhancement Advisory Services
Minnesota
$271M
2
FGAM
2
Financial Gravity Asset Management
Texas
$76.5M
3
Charles Schwab
3
Charles Schwab
California
$36.3M
4
RHP
4
Royal Harbor Partners
Texas
$35.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$93.3M

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
VAG
2
VisionPoint Advisory Group
Texas
$0
3
HWM
3
Horizon Wealth Management
Illinois
$0
4
DI
4
DAGCO Inc
Ohio
$425K
5
EWA
5
EP Wealth Advisors
California
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$395M 7,526,263 +459,157 +6%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$271M 5,172,024 +1,381,525 +36%
PAG
3
Private Advisor Group
New Jersey
$144M 2,746,427 +413,213 +18%
VA
4
Valmark Advisers
Ohio
$119M 2,261,835 +76,002 +3%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$113M 2,144,635 +443,225 +26%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$110M 2,104,656 -35,572 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$93.3M 1,777,707 +527,705 +42%
SFP
8
Shepherd Financial Partners
Massachusetts
$77.5M 1,477,104 -11,580 -0.8%
FGAM
9
Financial Gravity Asset Management
Texas
$76.5M 763,122 +723,548 +1,828%
RIM
10
Rockbridge Investment Management
New York
$75M 1,428,259 +12,882 +0.9%
PFA
11
Professional Financial Advisors
Nebraska
$65.5M 1,247,911 +8,223 +0.7%
RA
12
RFG Advisory
Alabama
$62.4M 1,188,167 +31,358 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$59.7M 1,137,264 -155,850 -12%
Wells Fargo
14
Wells Fargo
California
$58M 1,105,724 -23,876 -2%
Morgan Stanley
15
Morgan Stanley
New York
$56.3M 1,073,089 -50,917 -5%
FSG
16
Financial Strategies Group
Michigan
$48.4M 906,044 +11,322 +1%
SWP
17
Stratos Wealth Partners
Ohio
$48M 914,848 +351,164 +62%
Ameriprise
18
Ameriprise
Minnesota
$47.8M 910,377 -114,076 -11%
W
19
Wealthquest
Ohio
$46.8M 891,251 +64,006 +8%
AF
20
Allworth Financial
California
$46.4M 884,366 +13,291 +2%
AWAG
21
ARS Wealth Advisors Group
Florida
$42.9M 818,147 +16,462 +2%
WCAMG
22
Woodard & Company Asset Management Group
North Carolina
$39.9M 760,206 -51,883 -6%
WFS
23
Weitzel Financial Services
Iowa
$36.4M 701,237 -11,436 -2%
Charles Schwab
24
Charles Schwab
California
$36.3M 692,004 +692,004 New
RHP
25
Royal Harbor Partners
Texas
$35.1M 669,300 +669,300 New
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