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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

551 hedge funds and large institutions have $4.78B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 188 increasing their positions, 206 reducing their positions, and 27 closing their positions.

Holders
551
Holders Change
+46
Holders Change %
+9.11%
% of All Funds
8.08%
Holding in Top 10
69
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15%
% of All Funds
1.01%
New
80
Increased
188
Reduced
206
Closed
27
Calls
$4.9M
Puts
$164K
Net Calls
+$4.74M
Net Calls Change
+$551K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
LPL Financial
2
LPL Financial
California
$513M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$76.2M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$172M
5
KFP
5
Keener Financial Planning
Texas
$43.9M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$263M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$77.5M
3
BCM
3
Brookstone Capital Management
Illinois
$1.54M
4
AF
4
Advisornet Financial
Minnesota
$9.76K
5
AWM
5
AE Wealth Management
Kansas
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$513M 8,771,892 +1,245,629 +17%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$263M 4,503,063 -668,961 -13%
PAG
3
Private Advisor Group
New Jersey
$175M 3,000,510 +254,083 +9%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$172M 2,936,629 +791,994 +37%
Morgan Stanley
5
Morgan Stanley
New York
$137M 2,345,736 +1,272,647 +119%
VA
6
Valmark Advisers
Ohio
$134M 2,289,558 +27,723 +1%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$122M 2,084,099 -20,557 -1%
RIM
8
Rockbridge Investment Management
New York
$85.7M 1,465,522 +37,263 +3%
SFP
9
Shepherd Financial Partners
Massachusetts
$85M 1,453,754 -23,350 -2%
FGAM
10
Financial Gravity Asset Management
Texas
$78.4M 797,122 +34,000 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$77.5M 1,325,339 -452,368 -25%
SPWG
12
Syntegra Private Wealth Group
Missouri
$76.2M 1,304,419 +1,228,722 +1,623%
PFA
13
Professional Financial Advisors
Nebraska
$74.2M 1,269,356 +21,445 +2%
RA
14
RFG Advisory
Alabama
$71.2M 1,217,868 +29,701 +2%
Wells Fargo
15
Wells Fargo
California
$62.9M 1,076,034 -29,690 -3%
SWP
16
Stratos Wealth Partners
Ohio
$60.6M 1,037,160 +122,312 +13%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$59.4M 1,015,923 -121,341 -11%
W
18
Wealthquest
Ohio
$54.9M 939,697 +48,446 +5%
FSG
19
Financial Strategies Group
Michigan
$52.8M 887,061 -18,983 -2%
AWAG
20
ARS Wealth Advisors Group
Florida
$51.7M 883,823 +65,676 +8%
BIP
21
Blueprint Investment Partners
North Carolina
$51.1M 874,421 +416,320 +91%
AF
22
Allworth Financial
California
$50.4M 862,141 -22,225 -3%
KFP
23
Keener Financial Planning
Texas
$43.9M 751,631 +751,631 New
WCAMG
24
Woodard & Company Asset Management Group
North Carolina
$42.1M 719,451 -40,755 -5%
RHP
25
Royal Harbor Partners
Texas
$40.2M 688,010 +18,710 +3%
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