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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

626 hedge funds and large institutions have $7.04B 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, 222 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+47
Holders Change %
+8.12%
% of All Funds
8.33%
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
222
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 %
SWA
326
Stratos Wealth Advisors
Ohio
$911K +$106K +1,482 +13%
WEG
327
World Equity Group
Illinois
$907K +$907K +12,704 New
PTC
328
Private Trust Company
Ohio
$907K -$219K -3,071 -19%
NG
329
Novem Group
New York
$903K +$903K +12,637 New
WS
330
Wedbush Securities
California
$898K -$4.14K -58 -0.5%
G
331
GenTrust
Florida
$897K – – –
Franklin Resources
332
Franklin Resources
California
$890K +$71 +1 +0%
NPAN
333
Northeast Planning Associates NH
New Hampshire
$880K +$880K +12,316 New
P
334
&Partners
Tennessee
$869K +$567K +7,853 +187%
GA
335
Goldstein Advisors
Wisconsin
$851K -$21.7K -304 -2%
VPP
336
Vertex Planning Partners
Illinois
$845K +$66.7K +934 +9%
SP
337
Sequent Planning
Nebraska
$843K +$48K +672 +6%
DC
338
Darrow Company
Massachusetts
$837K +$242K +3,393 +41%
FCH
339
Freestone Capital Holdings
Washington
$823K +$3.79K +53 +0.5%
IF
340
Intrua Financial
Texas
$816K -$9.64K -135 -1%
BFG
341
Bleakley Financial Group
New Jersey
$815K +$12.7K +178 +2%
DC
342
Davenport & Co
Virginia
$814K +$210K +2,942 +35%
UFA
343
US Financial Advisors
Massachusetts
$811K -$21.3K -298 -3%
CRI
344
Colonial River Investments
Virginia
$811K -$14.2K -199 -2%
CA
345
CoreCap Advisors
Michigan
$809K -$12.9K -181 -2%
Bank of New York Mellon
346
Bank of New York Mellon
New York
$777K +$165K +2,312 +27%
RWP
347
Ridgeline Wealth Planning
Ohio
$777K +$777K +10,879 New
First Trust Advisors
348
First Trust Advisors
Illinois
$776K +$776K +10,868 New
MWM
349
MBE Wealth Management
Wisconsin
$775K -$4.64K -65 -0.6%
WAM
350
WNY Asset Management
New York
$771K -$67.3K -942 -8%
12 13
14
15 16