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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

627 hedge funds and large institutions have $7.05B 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, 223 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+47
Holders Change %
+8.1%
% of All Funds
8.35%
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
223
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
+$61.3M
3
VAMG
Voisard Asset Management Group
Michigan
+$28.7M
4
KWM
Kingsview Wealth Management
Oregon
+$22.3M
5
BIP
Blueprint Investment Partners
North Carolina
+$21M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$246M
2
FEG
Financial Enhancement Group
Indiana
-$45M
3
LPL Financial
LPL Financial
California
-$22.8M
4
PS
Portfolio Strategies
New York
-$10.4M
5
AC
AIFG Consultants
New York
-$8.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
301
Proficio Capital Partners
Massachusetts
$1.19M – – –
RFP
302
Root Financial Partners
California
$1.19M -$85.6K -1,199 -7%
LA
303
Lifeworks Advisors
Michigan
$1.19M -$132K -1,854 -10%
SFC
304
Strategic Financial Concepts
Texas
$1.17M +$14.2K +199 +1%
WFPG
305
Waller Financial Planning Group
Ohio
$1.16M +$79.7K +1,116 +7%
FTUS
306
Flow Traders U.S.
New York
$1.15M +$1.15M +16,150 New
LFP
307
Leeward Financial Partners
Washington
$1.15M +$3.86K +54 +0.3%
IA
308
Insight Advisors
Pennsylvania
$1.13M -$15.8K -221 -1%
CCMG
309
Clark Capital Management Group
Pennsylvania
$1.13M +$485K +6,788 +75%
SPI
310
Sutton Place Investors
New York
$1.1M -$1.57K -22 -0.1%
Jones Financial Companies
311
Jones Financial Companies
Missouri
$1.08M +$417K +5,838 +63%
RMF
312
Red Mountain Financial
Colorado
$1.07M +$155K +2,167 +17%
NF
313
Nikulski Financial
Iowa
$1.06M +$25.8K +361 +2%
Northern Trust
314
Northern Trust
Illinois
$1.04M +$144K +2,017 +16%
BWP
315
Bernardo Wealth Planning
Pennsylvania
$1.02M +$1.84K +26 +0.2%
BCM
316
Brookstone Capital Management
Illinois
$1.02M -$787K -11,014 -44%
CA
317
Continuum Advisory
Idaho
$1M +$255K +3,563 +34%
NP
318
NorthRock Partners
Minnesota
$1M -$6.36K -89 -0.6%
CFGL
319
Cambridge Financial Group, LLC
Arizona
$998K -$841K -11,776 -46%
PWM
320
Penobscot Wealth Management
Maine
$998K -$4K -56 -0.4%
TF
321
TLWM Financial
Texas
$972K +$4K +56 +0.4%
PFG
322
Prosperity Financial Group
California
$971K +$157K +2,204 +19%
ACM
323
Armbruster Capital Management
New York
$969K +$94.3K +1,320 +11%
PWM
324
Prentice Wealth Management
New York
$953K – – –
AMCA
325
Arthur M. Cohen & Associates
Illinois
$916K – – –
11 12
13
14 15