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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

579 hedge funds and large institutions have $5.65B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 214 increasing their positions, 211 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+20
Holders Change %
+3.58%
% of All Funds
8.38%
Holding in Top 10
64
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.59%
% of All Funds
0.93%
New
48
Increased
214
Reduced
211
Closed
22
Calls
$66.5M
Puts
$49K
Net Calls
+$66.5M
Net Calls Change
+$65.7M

Top Buyers

1
RA
1
RFG Advisory
Alabama
$134M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$48.4M
3
WAG
3
Winthrop Advisory Group
Massachusetts
$32.1M
4
FEG
4
Financial Enhancement Group
Indiana
$33.6M
5
Wells Fargo
5
Wells Fargo
California
$70.8M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$246M
2
SFC
2
Strategic Financial Concepts
Texas
$1.14M
3
RIM
3
Rockbridge Investment Management
New York
$74.2M
4
Charles Schwab
4
Charles Schwab
California
$0
5
RI
5
Rinkey Investments
California
$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMCA
301
Arthur M. Cohen & Associates
Illinois
$891K – – –
Franklin Resources
302
Franklin Resources
California
$889K -$11.8K -165 -1%
WS
303
Wedbush Securities
California
$885K +$69.3K +990 +9%
Northern Trust
304
Northern Trust
Illinois
$881K – – –
G
305
GenTrust
Florida
$880K – – –
1IA
306
1620 Investment Advisors
Massachusetts
$873K -$313K -130 -26%
ACM
307
Armbruster Capital Management
New York
$858K +$71.3K +1,018 +9%
GA
308
Goldstein Advisors
Wisconsin
$856K -$15K -214 -2%
TRCT
309
Tower Research Capital (TRC)
New York
$842K +$840K +11,991 +49,963%
WAM
310
WNY Asset Management
New York
$822K -$5.48M -78,217 -87%
UFA
311
US Financial Advisors
Massachusetts
$816K -$7.57K -108 -0.9%
IF
312
Intrua Financial
Texas
$810K -$210 -3 -0%
CRI
313
Colonial River Investments
Virginia
$809K -$33.8K -483 -4%
CA
314
CoreCap Advisors
Michigan
$807K -$182K -2,596 -18%
FCH
315
Freestone Capital Holdings
Washington
$804K +$140 +2 +0%
PFG
316
Prosperity Financial Group
California
$798K -$189K -2,703 -19%
SWA
317
Stratos Wealth Advisors
Ohio
$789K -$84.7K -1,209 -10%
BFG
318
Bleakley Financial Group
New Jersey
$787K -$845K -12,064 -52%
SP
319
Sequent Planning
Nebraska
$779K +$43.2K +617 +6%
MWM
320
MBE Wealth Management
Wisconsin
$764K +$841 +12 +0.1%
VPP
321
Vertex Planning Partners
Illinois
$764K +$17.2K +246 +2%
DIM
322
DLK Investment Management
California
$762K +$64.2K +917 +9%
LSA
323
L & S Advisors
California
$762K +$75.1K +1,072 +11%
FTDI
324
First Trust Direct Indexing
Massachusetts
$761K +$761K +10,868 New
CA
325
Continuum Advisory
Idaho
$761K -$40.3K -555 -5%
11 12
13
14 15