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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 %
FMWA
326
Forvis Mazars Wealth Advisors
Missouri
$651K +$28.7K +432 +5%
LSA
327
L & S Advisors
California
$651K +$66 +1 +0%
Focus Partners Wealth
328
Focus Partners Wealth
Massachusetts
$627K +$107K +1,605 +20%
PG
329
Patten Group
Tennessee
$618K +$8.76K +132 +1%
MIM
330
Moseley Investment Management
Florida
$614K -$19.6K -295 -3%
TPWM
331
Twelve Points Wealth Management
Massachusetts
$607K -$38.4K -579 -6%
BAM
332
Belpointe Asset Management
Nevada
$607K +$309K +4,657 +104%
USCWA
333
U.S. Capital Wealth Advisors
Texas
$601K – – –
VIM
334
Vista Investment Management
Pennsylvania
$599K -$35.3K -532 -6%
SFG
335
SNS Financial Group
Minnesota
$590K -$32.6K -491 -5%
SW
336
SlateStone Wealth
Florida
$584K -$1.99K -30 -0.3%
AWA
337
Arkadios Wealth Advisors
Georgia
$580K -$271K -4,088 -32%
RSWM
338
Robertson Stephens Wealth Management
California
$579K – – –
IWN
339
Independent Wealth Network
Iowa
$571K +$1.99K +30 +0.3%
LCWP
340
Legacy Capital Wealth Partners
Arkansas
$565K +$565K +8,518 New
DWP
341
Destiny Wealth Partners
Florida
$563K -$32.8K -495 -6%
GF
342
Goodman Financial
Texas
$560K +$88K +1,326 +19%
DC
343
Darrow Company
Massachusetts
$553K -$1.92K -29 -0.3%
Envestnet Portfolio Solutions
344
Envestnet Portfolio Solutions
Illinois
$537K -$55.3K -834 -9%
HIP
345
HUB Investment Partners
Texas
$530K -$51K -768 -9%
FAIM
346
Financial Advocates Investment Management
Washington
$530K -$32.8K -494 -6%
BP
347
BCK Partners
New York
$515K -$19.7K -297 -4%
CGF
348
Constant Guidance Financial
Massachusetts
$514K +$464 +7 +0.1%
RH
349
RFG Holdings
Texas
$511K – – –
WOSD
350
WFA of San Diego
California
$511K +$511K +7,697 New
12 13
14
15 16