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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

562 hedge funds and large institutions have $5.08B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 170 increasing their positions, 248 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+11
Holders Change %
+2%
% of All Funds
8.15%
Holding in Top 10
62
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.14%
% of All Funds
0.9%
New
56
Increased
170
Reduced
248
Closed
32
Calls
$8.37M
Puts
$6K
Net Calls
+$8.36M
Net Calls Change
+$3.62M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$179M
2
Ameriprise
2
Ameriprise
Minnesota
$101M
3
WA
3
Waverly Advisors
Alabama
$26M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$210M
5
PFA
5
Professional Financial Advisors
Nebraska
$94.5M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$125M
2
Morgan Stanley
2
Morgan Stanley
New York
$76.1M
3
FGAM
3
Financial Gravity Asset Management
Texas
$4.28M
4
SFI
4
SPC Financial Inc
Maryland
$299K
5
WAG
5
Winthrop Advisory Group
Massachusetts
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
226
Annapolis Financial Services
Maryland
$1.72M -$4.11K -64 -0.2%
NWM
227
Northwest Wealth Management
Iowa
$1.7M -$4.23K -66 -0.2%
OFS
228
OneAscent Financial Services
Alabama
$1.7M +$146K +2,279 +9%
BPA
229
Beacon Pointe Advisors
California
$1.69M -$37.7K -588 -2%
SPC
230
Sigma Planning Corp
Michigan
$1.68M +$1.68M +26,161 New
WAS
231
Wealth Advisory Solutions
Indiana
$1.63M +$1.63M +25,470 New
TVAMP
232
Tennessee Valley Asset Management Partners
Tennessee
$1.63M -$1.28M -19,943 -44%
WFP
233
Wrenne Financial Planning
Kentucky
$1.63M -$128K -1,991 -7%
MFA
234
McClarren Financial Advisors
Pennsylvania
$1.63M -$9.05K -141 -0.6%
CWM
235
Cahill Wealth Management
Michigan
$1.63M +$142K +2,212 +10%
CASC
236
Coppell Advisory Solutions Corp
Texas
$1.6M +$1.6M +24,951 New
PWM
237
Perigon Wealth Management
California
$1.58M -$201K -3,134 -11%
CA
238
Claro Advisors
Massachusetts
$1.57M +$9.43K +147 +0.6%
BCM
239
Brookstone Capital Management
Illinois
$1.57M -$122K -1,908 -7%
AWMG
240
Alliance Wealth Management Group
New Jersey
$1.55M -$66.9K -1,043 -4%
BFG
241
Bleakley Financial Group
New Jersey
$1.53M +$1.73K +27 +0.1%
SWM
242
Seaside Wealth Management
California
$1.5M -$23.4K -364 -2%
JWA
243
JFS Wealth Advisors
Pennsylvania
$1.5M +$5K +78 +0.3%
EWM
244
Echo Wealth Management
Minnesota
$1.49M +$38.6K +601 +3%
SG
245
Sharper & Granite
California
$1.49M +$4K +63 +0.3%
MFA
246
Morling Financial Advisors
California
$1.46M -$81.5K -1,270 -5%
ASW
247
Astoria Strategic Wealth
Texas
$1.44M +$31.5K +491 +2%
WWA
248
WCG Wealth Advisors
Nevada
$1.43M -$194K -3,023 -12%
WCWM
249
Wooster Corthell Wealth Management
Connecticut
$1.39M -$59.4K -926 -4%
EWA
250
EP Wealth Advisors
California
$1.39M +$10.9K +170 +0.8%
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