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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 %
WEG
276
World Equity Group
Illinois
$1.11M -$19.8K -309 -2%
Belvedere Trading
277
Belvedere Trading
Illinois
$1.09M +$151K +2,348 +16%
RPSA
278
Richard P. Slaughter Associates
Texas
$1.09M -$697K -10,871 -39%
BBHC
279
Brown Brothers Harriman & Co
New York
$1.08M – – –
ATPW
280
Ashton Thomas Private Wealth
Arizona
$1.08M -$106K -1,653 -9%
PCP
281
Proficio Capital Partners
Massachusetts
$1.07M – – –
RWM
282
Ritholtz Wealth Management
New York
$1.05M +$791K +12,332 +304%
PCMC
283
Planning Capital Management Corporation
Pennsylvania
$1.03M +$228K +3,561 +29%
LFP
284
Leeward Financial Partners
Washington
$1.02M +$3.27K +51 +0.3%
Northern Trust
285
Northern Trust
Illinois
$1M +$401K +6,248 +66%
IA
286
Insight Advisors
Pennsylvania
$994K -$81.3K -1,268 -8%
SPI
287
Sutton Place Investors
New York
$987K +$9.3K +145 +1%
LWMG
288
Levy Wealth Management Group
Pennsylvania
$983K – – –
WFPG
289
Waller Financial Planning Group
Ohio
$975K -$82.2K -1,281 -8%
TF
290
TLWM Financial
Texas
$965K -$71.3K -1,111 -7%
Franklin Resources
291
Franklin Resources
California
$959K -$275K -4,294 -22%
BWP
292
Bernardo Wealth Planning
Pennsylvania
$941K +$9.88K +154 +1%
VWM
293
VCI Wealth Management
Missouri
$934K -$287K -4,476 -24%
NF
294
Nikulski Financial
Iowa
$931K -$32.8K -512 -3%
NP
295
NorthRock Partners
Minnesota
$908K +$449K +7,000 +98%
PWM
296
Penobscot Wealth Management
Maine
$888K -$962 -15 -0.1%
PWM
297
Prentice Wealth Management
New York
$883K -$4.3K -67 -0.5%
GA
298
Goldstein Advisors
Wisconsin
$856K -$173K -2,699 -17%
BFG
299
Berger Financial Group
Minnesota
$842K -$159K -2,472 -16%
PTC
300
Private Trust Company
Ohio
$826K -$207K -3,234 -20%
10 11
12
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