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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

559 hedge funds and large institutions have $5.25B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 233 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
-3
Holders Change %
-0.53%
% of All Funds
8.13%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
0.92%
New
44
Increased
191
Reduced
233
Closed
38
Calls
$730K
Puts
–
Net Calls
+$730K
Net Calls Change
-$7.63M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$583M
2
MWM
2
Modern Wealth Management
Kansas
$58.8M
3
LPT
3
Legacy Private Trust
Wisconsin
$42.2M
4
BIP
4
Blueprint Investment Partners
North Carolina
$64.4M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$229M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$232M
2
MFA
2
McClarren Financial Advisors
Pennsylvania
$1.62M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$116M
4
DWM
4
Dogwood Wealth Management
Kansas
$2.84M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
251
Strategic Blueprint
Georgia
$1.35M +$6.7K +101 +0.5%
TCM
252
Telos Capital Management
California
$1.34M -$65.6K -988 -5%
WHG
253
Westwood Holdings Group
Texas
$1.32M – – –
TC
254
TownSquare Capital
Utah
$1.31M +$145K +2,192 +12%
BMD
255
Better Money Decisions
New Mexico
$1.3M +$29.5K +444 +2%
SA
256
Stewardship Advisors
Pennsylvania
$1.3M -$68.7K -1,035 -5%
PWG
257
Private Wealth Group
Florida
$1.3M +$8.69K +131 +0.7%
GVAG
258
Great Valley Advisor Group
Delaware
$1.28M -$1.14M -17,203 -47%
MSAM
259
Moloney Securities Asset Management
Missouri
$1.28M -$81.7K -1,231 -6%
WWA
260
WCG Wealth Advisors
Nevada
$1.28M -$199K -2,994 -13%
AWA
261
Alta Wealth Advisors
Massachusetts
$1.25M -$7.23K -109 -0.6%
GT
262
Glenview Trust
Kentucky
$1.24M – – –
CAS
263
Coppell Advisory Solutions
Texas
$1.23M +$1.23M +18,533 New
AWM
264
Apollon Wealth Management
South Carolina
$1.2M -$80.9K -1,219 -6%
BEC
265
Blue Edge Capital
Virginia
$1.19M +$464 +7 +0%
RWM
266
Ritholtz Wealth Management
New York
$1.18M +$90K +1,357 +8%
FHA
267
First Horizon Advisors
Tennessee
$1.16M – – –
RPSA
268
Richard P. Slaughter Associates
Texas
$1.15M +$22.4K +337 +2%
WEG
269
World Equity Group
Illinois
$1.13M -$20K -302 -2%
ATPW
270
Ashton Thomas Private Wealth
Arizona
$1.13M +$14.5K +219 +1%
BBHC
271
Brown Brothers Harriman & Co
New York
$1.12M – – –
CW
272
CreativeOne Wealth
Kansas
$1.12M +$602K +9,064 +116%
PCP
273
Proficio Capital Partners
Massachusetts
$1.11M – – –
AWM
274
Axxcess Wealth Management
California
$1.08M +$788K +11,872 +274%
FSA
275
Financial Sense Advisors
California
$1.06M +$1.06M +16,044 New
9 10
11
12 13