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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 %
CRI
301
Colonial River Investments
Virginia
$798K +$14.7K +222 +2%
GM
302
GeoWealth Management
Illinois
$797K +$49.3K +743 +7%
RMF
303
Red Mountain Financial
Colorado
$786K +$786K +11,845 New
UFA
304
US Financial Advisors
Massachusetts
$780K +$19.4K +293 +3%
WS
305
Wedbush Securities
California
$773K -$64.7K -974 -8%
IF
306
Intrua Financial
Texas
$768K -$1.99K -30 -0.3%
FCH
307
Freestone Capital Holdings
Washington
$761K +$199 +3 +0%
ACM
308
Armbruster Capital Management
New York
$745K +$57.7K +870 +8%
CA
309
Continuum Advisory
Idaho
$733K -$17.2K -259 -2%
MWM
310
MBE Wealth Management
Wisconsin
$723K -$1.86K -28 -0.3%
MWAM
311
Manhattan West Asset Management
California
$714K -$9.36K -141 -1%
VPP
312
Vertex Planning Partners
Illinois
$707K -$22.4K -338 -3%
Koshinski Asset Management
313
Koshinski Asset Management
Illinois
$707K +$221K +3,273 +46%
BFG
314
Berger Financial Group
Minnesota
$704K -$167K -2,521 -19%
GAB
315
German American Bancorp
Indiana
$698K – – –
SP
316
Sequent Planning
Nebraska
$698K +$46.8K +705 +7%
GWA
317
Gibson Wealth Advisors
Texas
$697K – – –
TYCC
318
Texas Yale Capital Corp
Florida
$693K -$1.33K -20 -0.2%
SFM
319
Signet Financial Management
New Jersey
$691K -$59.8K -902 -8%
OFP
320
OLIO Financial Planning
Virginia
$687K – – –
WWM
321
Wiser Wealth Management
Georgia
$672K -$12.8K -193 -2%
TSWM
322
Tyler-Stone Wealth Management
Ohio
$662K +$241K +3,628 +57%
DIM
323
DLK Investment Management
California
$661K -$11K -166 -2%
AIP
324
Ameritas Investment Partners
Nebraska
$657K +$8.03K +121 +1%
FTUS
325
Flow Traders U.S.
New York
$654K +$396K +5,967 +154%
11 12
13
14 15