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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 %
GWSG
376
GPS Wealth Strategies Group
Colorado
$431K -$57.9K -873 -12%
CIAS
377
CFS Investment Advisory Services
New Jersey
$430K – – –
DAS
378
Dynamic Advisor Solutions
Arizona
$429K +$28.3K +426 +7%
O3W
379
Omni 360 Wealth
New Jersey
$425K +$5.31K +80 +1%
PNC Financial Services Group
380
PNC Financial Services Group
Pennsylvania
$417K +$18.2K +275 +5%
RFN
381
RDA Financial Network
Iowa
$413K – – –
FC
382
Fusion Capital
South Carolina
$405K +$3.78K +57 +0.9%
HSWS
383
Higgins & Schmidt Wealth Strategies
Colorado
$403K – – –
AssetMark Inc
384
AssetMark Inc
California
$402K +$377K +5,686 +1,508%
AWA
385
ARQ Wealth Advisors
Arizona
$400K -$115K -1,736 -22%
GWP
386
Gateway Wealth Partners
Wisconsin
$400K -$88.4K -1,333 -18%
QWM
387
Quadcap Wealth Management
Texas
$399K +$1.13K +17 +0.3%
VWM
388
Vigilare Wealth Management
Arizona
$396K +$929 +14 +0.2%
MCWS
389
McKinley Carter Wealth Services
West Virginia
$393K – – –
CSPAM
390
Cary Street Partners Asset Management
Virginia
$390K -$25.9K -390 -6%
KWA
391
Kingswood Wealth Advisors
California
$389K -$5.04K -76 -1%
VF
392
Vawter Financial
Ohio
$386K -$13.9K -210 -3%
OSAM
393
O'Shaughnessy Asset Management
Connecticut
$386K +$327K +4,931 +557%
CIA
394
Capital Investment Advisors
Georgia
$386K -$9.56K -144 -2%
RWM
395
Rockwood Wealth Management
Pennsylvania
$382K -$20K -301 -5%
IA
396
IFP Advisors
Florida
$380K -$7.7K -116 -2%
MWM
397
Modera Wealth Management
New Jersey
$374K – – –
FWP
398
Falcon Wealth Planning
California
$374K -$398 -6 -0.1%
GIA
399
Gladstone Institutional Advisory
Florida
$374K -$33.5K -505 -8%
NCM
400
Northwest Capital Management
Oregon
$372K -$131K -1,972 -26%
14 15
16
17 18