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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

626 hedge funds and large institutions have $7.04B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 220 increasing their positions, 222 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+47
Holders Change %
+8.12%
% of All Funds
8.34%
Holding in Top 10
75
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+17.19%
% of All Funds
1%
New
90
Increased
220
Reduced
222
Closed
34
Calls
$636K
Puts
–
Net Calls
+$636K
Net Calls Change
-$65.8M

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
$104M
2
MWM
Modern Wealth Management
Kansas
$123M
3
VAMG
Voisard Asset Management Group
Michigan
$29.3M
4
KWM
Kingsview Wealth Management
Oregon
$22.8M
5
BIP
Blueprint Investment Partners
North Carolina
$73.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$248M
2
FEG
Financial Enhancement Group
Indiana
$2.37M
3
LPL Financial
LPL Financial
California
$600M
4
PS
Portfolio Strategies
New York
$29.8M
5
AC
AIFG Consultants
New York
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
226
Great Valley Advisor Group
Delaware
$2.07M +$150K +2,097 +8%
WIM
227
Westside Investment Management
California
$2.06M +$62.6K +877 +3%
PFGIA
228
Patriot Financial Group Insurance Agency
Massachusetts
$2.04M -$109K -1,522 -5%
FFA
229
Founders Financial Alliance
North Carolina
$2.03M -$24.9K -349 -1%
TSWM
230
Tyler-Stone Wealth Management
Ohio
$2.01M +$111K +1,559 +6%
CC
231
Climber Capital
Switzerland
$1.98M +$1.98M +27,775 New
RPSA
232
Richard P. Slaughter Associates
Texas
$1.97M +$694K +9,711 +54%
CA
233
Claro Advisors
Massachusetts
$1.96M +$5K +70 +0.3%
BCB
234
Brian C. Broderick
$1.96M -$21.4K -300 -1%
OPWM
235
Oakwell Private Wealth Management
Texas
$1.94M – – –
AssetMark Inc
236
AssetMark Inc
California
$1.93M +$1.86M +25,984 +2,461%
OFS
237
OneAscent Financial Services
Alabama
$1.91M +$1.91M +26,775 New
CWM
238
Cahill Wealth Management
Michigan
$1.9M -$8.86K -124 -0.5%
BPA
239
Beacon Pointe Advisors
California
$1.84M -$20.1K -282 -1%
PWH
240
Priebe Wealth Holdings
Minnesota
$1.84M -$456K -6,390 -20%
NAS
241
NWF Advisory Services
California
$1.83M +$1.83M +25,622 New
LA
242
LexAurum Advisors
Kansas
$1.82M +$344K +4,810 +23%
WFP
243
Wrenne Financial Planning
Kentucky
$1.81M -$30.4K -426 -2%
NWM
244
Northwest Wealth Management
Iowa
$1.81M -$25.5K -357 -1%
SPC
245
Sigma Planning Corp
Michigan
$1.79M -$11.6K -163 -0.6%
JWA
246
JFS Wealth Advisors
Pennsylvania
$1.77M +$3.21K +45 +0.2%
PWM
247
Perigon Wealth Management
California
$1.75M +$20.7K +286 +1%
NAS
248
Nicolet Advisory Services
Wisconsin
$1.73M -$264K -3,733 -13%
GM
249
GeoWealth Management
Illinois
$1.7M +$76.6K +1,072 +5%
SWM
250
Seaside Wealth Management
California
$1.66M -$13K -182 -0.8%
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