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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 %
LCWP
276
Legacy Capital Wealth Partners
Arkansas
$1.41M +$307K +4,300 +28%
SA
277
Stewardship Advisors
Pennsylvania
$1.4M – – –
MFA
278
McClarren Financial Advisors
Pennsylvania
$1.4M +$126K +1,769 +10%
TCM
279
Telos Capital Management
California
$1.38M -$41.4K -580 -3%
BMD
280
Better Money Decisions
New Mexico
$1.37M -$79.8K -1,117 -5%
ADL
281
Asset Dedication LLC
California
$1.37M – – –
AWMG
282
Alliance Wealth Management Group
New Jersey
$1.35M -$264K -3,699 -16%
SW
283
Simplicity Wealth
New Jersey
$1.34M -$102K -1,427 -7%
VCM
284
Virtue Capital Management
Tennessee
$1.33M +$409K +5,731 +44%
LMKC
285
L.M. Kohn & Company
Ohio
$1.3M +$241K +3,376 +23%
Stifel Financial
286
Stifel Financial
Missouri
$1.3M -$287K -4,025 -18%
BEC
287
Blue Edge Capital
Virginia
$1.28M +$571 +8 +0%
AWM
288
Apollon Wealth Management
South Carolina
$1.28M -$6.36K -89 -0.5%
CW
289
CreativeOne Wealth
Kansas
$1.28M -$1M -14,050 -44%
GT
290
Glenview Trust
Kentucky
$1.28M – – –
EWM
291
Echo Wealth Management
Minnesota
$1.27M +$8.71K +122 +0.7%
WWA
292
WCG Wealth Advisors
Nevada
$1.26M -$113K -1,588 -8%
FHA
293
First Horizon Advisors
Tennessee
$1.25M – – –
Lido Advisors
294
Lido Advisors
California
$1.24M +$174K +2,432 +16%
CMMS
295
Comprehensive Money Management Services
Florida
$1.24M +$1.24M +17,342 New
BSTWA
296
Blake Schutter Theil Wealth Advisors
Ohio
$1.21M -$714 -10 -0.1%
KFGG
297
Keystone Financial Group (Georgia)
Georgia
$1.21M +$1.21M +16,960 New
CAS
298
Coppell Advisory Solutions
Texas
$1.21M -$53.6K -748 -4%
BBHC
299
Brown Brothers Harriman & Co
New York
$1.21M – – –
ASW
300
Astoria Strategic Wealth
Texas
$1.2M -$131K -1,831 -10%
10 11
12
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