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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 %
CA
376
Crumly & Associates
Illinois
$452K – – –
SIMC
377
Squire Investment Management Company
Utah
$452K +$64 +1 +0%
FZCM
378
Flynn Zito Capital Management
New York
$451K -$104K -1,629 -19%
MWM
379
Mission Wealth Management
California
$450K +$450K +7,019 New
Comerica Bank
380
Comerica Bank
Texas
$444K +$142K +2,219 +47%
BJL
381
Brighton Jones LLC
Washington
$433K +$1.41K +22 +0.3%
KLI
382
Kelman-Lazarov Inc
Tennessee
$430K -$14.4K -225 -3%
GC
383
Gilbert & Cook
Iowa
$425K – – –
HWM
384
Howard Wealth Management
Connecticut
$422K -$7.06K -110 -2%
PWMG
385
Pinnacle Wealth Management Group
Michigan
$420K -$18K -281 -4%
CIAS
386
CFS Investment Advisory Services
New Jersey
$416K -$106K -1,649 -20%
AAS
387
Ameritas Advisory Services
Nebraska
$412K -$32.7K -517 -7%
TSWM
388
Tyler-Stone Wealth Management
Ohio
$407K +$29.9K +466 +8%
O3W
389
Omni 360 Wealth
New Jersey
$406K +$6.54K +102 +2%
BlackRock
390
BlackRock
New York
$403K – – –
CSPAM
391
Cary Street Partners Asset Management
Virginia
$402K -$436K -6,792 -52%
RFN
392
RDA Financial Network
Iowa
$399K – – –
WPW
393
Warther Private Wealth
Ohio
$398K +$398K +6,198 New
GIA
394
Gladstone Institutional Advisory
Florida
$394K -$49.8K -776 -11%
HSWS
395
Higgins & Schmidt Wealth Strategies
Colorado
$390K – – –
KFGK
396
Keystone Financial Group (Kentucky)
Kentucky
$390K +$257 +4 +0.1%
RWM
397
Rockwood Wealth Management
Pennsylvania
$389K -$77.5K -1,208 -17%
FC
398
Fusion Capital
South Carolina
$388K -$10.6K -165 -3%
DAS
399
Dynamic Advisor Solutions
Arizona
$387K +$71.1K +1,108 +22%
VF
400
Vawter Financial
Ohio
$387K -$14.8K -230 -4%
14 15
16
17 18