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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
Envestnet Asset Management
Illinois
$179M
2
Ameriprise
Ameriprise
Minnesota
$101M
3
WA
Waverly Advisors
Alabama
$26M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$210M
5
PFA
Professional Financial Advisors
Nebraska
$94.5M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$125M
2
Morgan Stanley
Morgan Stanley
New York
$76.1M
3
FGAM
Financial Gravity Asset Management
Texas
$4.28M
4
SFI
SPC Financial Inc
Maryland
$299K
5
WAG
Winthrop Advisory Group
Massachusetts
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
326
Wiser Wealth Management
Georgia
$662K -$32.2K -502 -5%
DIM
327
DLK Investment Management
California
$650K +$25.9K +403 +4%
NA
328
NewEdge Advisors
Louisiana
$639K +$133K +2,069 +26%
LSA
329
L & S Advisors
California
$629K – – –
SP
330
Sequent Planning
Nebraska
$629K +$629K +9,803 New
AIP
331
Ameritas Investment Partners
Nebraska
$627K -$27.8K -434 -4%
TPWM
332
Twelve Points Wealth Management
Massachusetts
$624K +$32.1K +500 +5%
M&T Bank
333
M&T Bank
New York
$619K -$1.49M -23,211 -71%
VIM
334
Vista Investment Management
Pennsylvania
$614K +$230K +3,590 +60%
MIM
335
Moseley Investment Management
Florida
$613K +$24.1K +376 +4%
Jane Street
336
Jane Street
New York
$608K +$608K +9,478 New
SFG
337
SNS Financial Group
Minnesota
$602K -$31.8K -496 -5%
FMWA
338
Forvis Mazars Wealth Advisors
Missouri
$602K +$1.92K +30 +0.3%
PG
339
Patten Group
Tennessee
$589K +$7.12K +111 +1%
USCWA
340
U.S. Capital Wealth Advisors
Texas
$581K – – –
DWP
341
Destiny Wealth Partners
Florida
$576K -$1.8K -28 -0.3%
Envestnet Portfolio Solutions
342
Envestnet Portfolio Solutions
Illinois
$573K -$161K -2,505 -22%
ECA
343
Elevated Capital Advisors
Utah
$569K -$1.11M -17,266 -66%
SW
344
SlateStone Wealth
Florida
$567K – – –
HIP
345
HUB Investment Partners
Texas
$562K -$29.9K -466 -5%
RSWM
346
Robertson Stephens Wealth Management
California
$560K – – –
MOS
347
MGO One Seven
Ohio
$559K – – –
IWN
348
Independent Wealth Network
Iowa
$551K +$35.1K +547 +7%
LMKC
349
L.M. Kohn & Company
Ohio
$549K +$126K +1,962 +30%
DC
350
Darrow Company
Massachusetts
$536K -$112K -1,749 -17%
12 13
14
15 16