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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 %
CPIG
251
Chicago Partners Investment Group
Illinois
$1.64M +$5.39K +75 +0.3%
LWM
252
LJI Wealth Management
Indiana
$1.64M +$158K +2,214 +11%
TC
253
TownSquare Capital
Utah
$1.59M +$225K +3,151 +16%
EWA
254
EP Wealth Advisors
California
$1.57M +$69.7K +976 +5%
MFG
255
Merit Financial Group
Georgia
$1.57M -$519K -7,268 -25%
TCM
256
Towercrest Capital Management
Pennsylvania
$1.57M -$275K -3,847 -15%
JWCA
257
J.W. Cole Advisors
Florida
$1.55M +$599K +8,389 +63%
SCP
258
Stevens Capital Partners
Nebraska
$1.54M +$33K +462 +2%
BlackRock
259
BlackRock
New York
$1.54M +$1.54M +21,591 New
AWM
260
Axxcess Wealth Management
California
$1.54M +$152K +2,128 +11%
ACM
261
Advance Capital Management
Michigan
$1.52M +$28.2K +395 +2%
Jane Street
262
Jane Street
New York
$1.51M -$773K -10,815 -34%
FWM
263
FMA Wealth Management
Massachusetts
$1.5M -$25.9K -363 -2%
SFG
264
Sunburst Financial Group
Alabama
$1.5M -$8.29K -116 -0.6%
MFA
265
Morling Financial Advisors
California
$1.49M -$34.1K -477 -2%
CGFA
266
Colton Groome Financial Advisors
North Carolina
$1.49M -$23.9K -335 -2%
WCWM
267
Wooster Corthell Wealth Management
Connecticut
$1.48M +$2.07K +29 +0.1%
WCP
268
Wealthcare Capital Partners
Pennsylvania
$1.48M +$1.48M +20,714 New
FWM
269
FSA Wealth Management
Massachusetts
$1.47M -$13.4K -188 -0.9%
PWG
270
Private Wealth Group
Florida
$1.45M +$42.9K +600 +3%
JGIA
271
Jackson Grant Investment Advisers
Connecticut
$1.45M +$15.2K +213 +1%
SG
272
Sharper & Granite
California
$1.45M +$7K +98 +0.5%
AWA
273
Alta Wealth Advisors
Massachusetts
$1.43M +$63.8K +893 +5%
WHG
274
Westwood Holdings Group
Texas
$1.42M – – –
SB
275
Strategic Blueprint
Georgia
$1.41M +$2.57K +36 +0.2%
9 10
11
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