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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 %
SFG
251
Sunburst Financial Group
Alabama
$1.37M +$1.41K +22 +0.1%
CPIG
252
Chicago Partners Investment Group
Illinois
$1.37M +$20K +323 +1%
TCM
253
Telos Capital Management
California
$1.36M -$25.5K -398 -2%
LA
254
LexAurum Advisors
Kansas
$1.36M -$74.4K -1,159 -5%
ACM
255
Advance Capital Management
Michigan
$1.34M +$31K +483 +2%
FWM
256
FSA Wealth Management
Massachusetts
$1.34M -$35.5K -553 -3%
SA
257
Stewardship Advisors
Pennsylvania
$1.33M – – –
MSAM
258
Moloney Securities Asset Management
Missouri
$1.31M -$65.4K -1,019 -5%
SCP
259
Stevens Capital Partners
Nebraska
$1.31M +$4.11K +64 +0.3%
SB
260
Strategic Blueprint
Georgia
$1.3M -$8.28K -129 -0.6%
CA
261
CoreCap Advisors
Michigan
$1.29M +$896K +13,962 +227%
WHG
262
Westwood Holdings Group
Texas
$1.27M +$1.27M +19,863 New
PWG
263
Private Wealth Group
Florida
$1.25M +$625K +9,750 +101%
TCM
264
Triumph Capital Management
Colorado
$1.24M -$279K -4,360 -18%
AWM
265
Apollon Wealth Management
South Carolina
$1.24M +$191K +2,973 +18%
BMD
266
Better Money Decisions
New Mexico
$1.23M +$49.8K +776 +4%
AWA
267
Alta Wealth Advisors
Massachusetts
$1.21M -$15.3K -238 -1%
GT
268
Glenview Trust
Kentucky
$1.2M +$26K +405 +2%
CGFA
269
Colton Groome Financial Advisors
North Carolina
$1.19M +$88K +1,372 +8%
FWM
270
FMA Wealth Management
Massachusetts
$1.18M +$122K +1,895 +12%
BEC
271
Blue Edge Capital
Virginia
$1.15M +$121K +1,881 +12%
SFC
272
Strategic Financial Concepts
Texas
$1.13M +$466K +7,267 +71%
TC
273
TownSquare Capital
Utah
$1.13M +$139K +2,169 +14%
VCM
274
Virtue Capital Management
Tennessee
$1.13M -$1.14M -18,151 -50%
FHA
275
First Horizon Advisors
Tennessee
$1.12M – – –
9 10
11
12 13