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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 %
PCIA
301
Prime Capital Investment Advisors
Kansas
$825K -$1.74M -27,125 -68%
AMCA
302
Arthur M. Cohen & Associates
Illinois
$823K +$159K +2,485 +24%
AWA
303
Arkadios Wealth Advisors
Georgia
$823K -$11.2K -175 -1%
JGIA
304
Jackson Grant Investment Advisers
Connecticut
$821K -$2.25K -35 -0.3%
WS
305
Wedbush Securities
California
$809K -$72.3K -1,128 -8%
G
306
GenTrust
Florida
$806K – – –
PFG
307
Prosperity Financial Group
California
$793K -$89.8K -1,400 -10%
JWCA
308
J.W. Cole Advisors
Florida
$770K +$641 +10 +0.1%
CRI
309
Colonial River Investments
Virginia
$757K -$1.68M -26,197 -69%
IF
310
Intrua Financial
Texas
$744K -$7.27M -113,336 -91%
FCH
311
Freestone Capital Holdings
Washington
$736K +$736K +11,470 New
UFA
312
US Financial Advisors
Massachusetts
$735K +$35.8K +558 +5%
SFM
313
Signet Financial Management
New Jersey
$726K +$47K +733 +7%
GM
314
GeoWealth Management
Illinois
$723K +$334K +5,209 +86%
CA
315
Continuum Advisory
Idaho
$721K -$13.8K -217 -2%
TRCT
316
Tower Research Capital (TRC)
New York
$708K +$705K +10,989 +24,420%
VPP
317
Vertex Planning Partners
Illinois
$705K +$65.1K +1,015 +10%
MWM
318
MBE Wealth Management
Wisconsin
$701K +$1.35K +21 +0.2%
MWAM
319
Manhattan West Asset Management
California
$699K +$699K +10,896 New
OFP
320
OLIO Financial Planning
Virginia
$687K – – –
SWA
321
Stratos Wealth Advisors
Ohio
$683K -$16.9K -263 -2%
GAB
322
German American Bancorp
Indiana
$675K – – –
GWA
323
Gibson Wealth Advisors
Texas
$674K +$674K +10,500 New
TYCC
324
Texas Yale Capital Corp
Florida
$671K – – –
ACM
325
Armbruster Capital Management
New York
$664K -$49.5K -771 -7%
11 12
13
14 15