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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 %
PTC
276
Private Trust Company
Ohio
$1.06M +$208K +3,142 +24%
LFP
277
Leeward Financial Partners
Washington
$1.06M +$3.72K +56 +0.4%
SA
278
SpiderRock Advisors
Delaware
$1.06M +$1.06M +15,957 New
IA
279
Insight Advisors
Pennsylvania
$1.03M +$6.44K +97 +0.6%
WFPG
280
Waller Financial Planning Group
Ohio
$1.02M +$15.6K +235 +2%
SPI
281
Sutton Place Investors
New York
$1.02M +$1.79K +27 +0.2%
TCM
282
Triumph Capital Management
Colorado
$978K -$308K -4,636 -24%
BWP
283
Bernardo Wealth Planning
Pennsylvania
$976K +$2.12K +32 +0.2%
TF
284
TLWM Financial
Texas
$971K -$27.1K -409 -3%
VCM
285
Virtue Capital Management
Tennessee
$955K -$262K -3,857 -22%
NF
286
Nikulski Financial
Iowa
$953K -$10.3K -155 -1%
NP
287
NorthRock Partners
Minnesota
$938K -$664 -10 -0.1%
CA
288
CoreCap Advisors
Michigan
$936K -$398K -5,995 -30%
PFG
289
Prosperity Financial Group
California
$935K +$115K +1,740 +14%
PWM
290
Penobscot Wealth Management
Maine
$932K -$1.82K -27 -0.2%
PCMC
291
Planning Capital Management Corporation
Pennsylvania
$927K -$136K -2,055 -13%
PWM
292
Prentice Wealth Management
New York
$899K -$13.5K -203 -1%
LMKC
293
L.M. Kohn & Company
Ohio
$869K +$285K +4,181 +49%
JGIA
294
Jackson Grant Investment Advisers
Connecticut
$851K +$1.86K +28 +0.2%
AMCA
295
Arthur M. Cohen & Associates
Illinois
$851K – – –
Franklin Resources
296
Franklin Resources
California
$837K -$155K -2,330 -16%
Northern Trust
297
Northern Trust
Illinois
$834K -$205K -3,086 -20%
G
298
GenTrust
Florida
$833K – – –
SWA
299
Stratos Wealth Advisors
Ohio
$828K +$121K +1,828 +17%
GA
300
Goldstein Advisors
Wisconsin
$825K -$59.8K -901 -7%
10 11
12
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