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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

579 hedge funds and large institutions have $5.65B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 214 increasing their positions, 211 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+20
Holders Change %
+3.58%
% of All Funds
8.38%
Holding in Top 10
64
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.59%
% of All Funds
0.93%
New
48
Increased
214
Reduced
211
Closed
22
Calls
$66.5M
Puts
$49K
Net Calls
+$66.5M
Net Calls Change
+$65.7M

Top Buyers

1
RA
1
RFG Advisory
Alabama
$134M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$48.4M
3
WAG
3
Winthrop Advisory Group
Massachusetts
$32.1M
4
FEG
4
Financial Enhancement Group
Indiana
$33.6M
5
Wells Fargo
5
Wells Fargo
California
$70.8M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$246M
2
SFC
2
Strategic Financial Concepts
Texas
$1.14M
3
RIM
3
Rockbridge Investment Management
New York
$74.2M
4
Charles Schwab
4
Charles Schwab
California
$0
5
RI
5
Rinkey Investments
California
$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
226
Sigma Planning Corp
Michigan
$1.76M -$43.5K -621 -2%
Mercer Global Advisors
227
Mercer Global Advisors
Colorado
$1.76M -$205K -2,948 -10%
JWA
228
JFS Wealth Advisors
Pennsylvania
$1.73M +$79.9K +1,140 +5%
PWM
229
Perigon Wealth Management
California
$1.68M -$21.2K -302 -1%
SWM
230
Seaside Wealth Management
California
$1.64M – – –
CPIG
231
Chicago Partners Investment Group
Illinois
$1.6M -$22.7K -322 -1%
GM
232
GeoWealth Management
Illinois
$1.6M +$754K +10,760 +90%
PCA
233
Prosperity Capital Advisors
Ohio
$1.59M -$15.5K -221 -1%
AWMG
234
Alliance Wealth Management Group
New Jersey
$1.58M -$25.6K -365 -2%
Stifel Financial
235
Stifel Financial
Missouri
$1.55M -$302K -4,313 -16%
WP
236
WealthPLAN Partners
Nebraska
$1.51M -$451K -6,440 -23%
MFA
237
Morling Financial Advisors
California
$1.5M -$13.1K -187 -0.9%
FWM
238
FMA Wealth Management
Massachusetts
$1.5M +$62.4K +890 +4%
CGFA
239
Colton Groome Financial Advisors
North Carolina
$1.49M +$36.9K +526 +3%
SCP
240
Stevens Capital Partners
Nebraska
$1.48M +$7.36K +105 +0.5%
SA
241
SpiderRock Advisors
Delaware
$1.48M +$360K +5,134 +32%
SFG
242
Sunburst Financial Group
Alabama
$1.48M – – –
EWA
243
EP Wealth Advisors
California
$1.47M -$33.6K -479 -2%
ACM
244
Advance Capital Management
Michigan
$1.47M -$16.5K -235 -1%
FWM
245
FSA Wealth Management
Massachusetts
$1.46M +$1.46M +20,833 New
LWM
246
LJI Wealth Management
Indiana
$1.45M -$50.9K -727 -3%
WCWM
247
Wooster Corthell Wealth Management
Connecticut
$1.45M -$38.5K -550 -3%
LA
248
LexAurum Advisors
Kansas
$1.45M +$210 +3 +0%
BMD
249
Better Money Decisions
New Mexico
$1.43M +$50.8K +725 +4%
SG
250
Sharper & Granite
California
$1.42M -$86.3K -1,232 -6%
8 9
10
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