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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 %
WAM
351
WNY Asset Management
New York
$771K -$67.3K -942 -8%
LSA
352
L & S Advisors
California
$760K -$17.2K -241 -2%
GAB
353
German American Bancorp
Indiana
$752K – – –
GWA
354
Gibson Wealth Advisors
Texas
$750K – – –
SFM
355
Signet Financial Management
New Jersey
$749K +$5.29K +74 +0.7%
TYCC
356
Texas Yale Capital Corp
Florida
$746K – – –
RW
357
Ridgeline Wealth
Arizona
$744K +$744K +10,419 New
FCM
358
Fourpath Capital Management
Oklahoma
$734K +$161K +2,258 +28%
Envestnet Portfolio Solutions
359
Envestnet Portfolio Solutions
Illinois
$728K +$114K +1,589 +18%
OFP
360
OLIO Financial Planning
Virginia
$724K -$112K -1,570 -13%
MWAM
361
Manhattan West Asset Management
California
$721K -$4.93K -69 -0.7%
BFG
362
Berger Financial Group
Minnesota
$720K -$29.6K -415 -4%
AIP
363
Ameritas Investment Partners
Nebraska
$713K -$41K -574 -5%
CI
364
CacheTech Inc
Utah
$699K +$322K +4,506 +85%
PG
365
Patten Group
Tennessee
$698K +$31.6K +443 +5%
WWM
366
Wiser Wealth Management
Georgia
$691K -$18.9K -265 -3%
FMWA
367
Forvis Mazars Wealth Advisors
Missouri
$675K -$12.1K -169 -2%
RWM
368
Ritholtz Wealth Management
New York
$673K -$65.9K -922 -9%
PCMC
369
Private Capital Management (Colorado)
Colorado
$648K -$21.4K -300 -3%
USCWA
370
U.S. Capital Wealth Advisors
Texas
$647K – – –
CCM
371
Crew Capital Management
Ohio
$641K +$61.9K +867 +11%
HBS
372
Howard Bailey Securities
Indiana
$635K +$136K +1,908 +27%
VIM
373
Vista Investment Management
Pennsylvania
$634K -$6.5K -91 -1%
BAM
374
Belpointe Asset Management
Nevada
$631K -$15.5K -225 -2%
SW
375
SlateStone Wealth
Florida
$629K – – –
13 14
15
16 17