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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
1
Envestnet Asset Management
Illinois
$179M
2
Ameriprise
2
Ameriprise
Minnesota
$101M
3
WA
3
Waverly Advisors
Alabama
$26M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$210M
5
PFA
5
Professional Financial Advisors
Nebraska
$94.5M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$125M
2
Morgan Stanley
2
Morgan Stanley
New York
$76.1M
3
FGAM
3
Financial Gravity Asset Management
Texas
$4.28M
4
SFI
4
SPC Financial Inc
Maryland
$299K
5
WAG
5
Winthrop Advisory Group
Massachusetts
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
351
ICA Group Wealth Management
Colorado
$530K -$74.3K -1,158 -12%
FAIM
352
Financial Advocates Investment Management
Washington
$528K -$385K -6,184 -42%
BP
353
BCK Partners
New York
$517K -$1.99K -31 -0.4%
AWP
354
Avid Wealth Partners
Texas
$511K -$431K -6,719 -46%
Focus Partners Wealth
355
Focus Partners Wealth
Massachusetts
$503K +$232K +3,613 +85%
CW
356
CreativeOne Wealth
Kansas
$500K -$75.9K -1,183 -13%
AWA
357
ARQ Wealth Advisors
Arizona
$498K +$73.5K +1,146 +17%
RH
358
RFG Holdings
Texas
$494K +$494K +7,703 New
FHC
359
First Heartland Consultants
Missouri
$493K -$14.9K -232 -3%
Lido Advisors
360
Lido Advisors
California
$490K +$128 +2 +0%
CGF
361
Constant Guidance Financial
Massachusetts
$489K -$7.89K -125 -2%
IFPG
362
Intrepid Financial Planning Group
Indiana
$487K -$962 -15 -0.2%
NCM
363
Northwest Capital Management
Oregon
$486K +$128 +2 +0%
SWM
364
Sanctuary Wealth Management
Idaho
$486K -$33.7K -525 -6%
PP
365
PrairieView Partners
Minnesota
$481K – – –
T
366
Tidemark
California
$475K +$161K +2,512 +51%
GWSG
367
GPS Wealth Strategies Group
Colorado
$473K -$138K -2,155 -23%
GWP
368
Gateway Wealth Partners
Wisconsin
$472K -$139K -2,173 -23%
Koshinski Asset Management
369
Koshinski Asset Management
Illinois
$461K +$461K +7,184 New
SP
370
Successful Portfolios
Florida
$458K -$321 -5 -0.1%
CCM
371
Crew Capital Management
Ohio
$456K -$389K -6,066 -46%
GF
372
Goodman Financial
Texas
$456K -$29K -452 -6%
AAS
373
Avantax Advisory Services
Texas
$455K +$48.8K +760 +12%
PWM
374
Paulson Wealth Management
Illinois
$454K -$60.2K -938 -12%
PWM
375
Partnership Wealth Management
Maryland
$453K +$3.4K +53 +0.8%
13 14
15
16 17