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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

579 hedge funds and large institutions have $5.65B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 214 increasing their positions, 211 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+20
Holders Change %
+3.58%
% of All Funds
8.38%
Holding in Top 10
64
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.59%
% of All Funds
0.93%
New
48
Increased
214
Reduced
211
Closed
22
Calls
$66.5M
Puts
$49K
Net Calls
+$66.5M
Net Calls Change
+$65.7M

Top Buyers

1
RA
1
RFG Advisory
Alabama
$134M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$48.4M
3
WAG
3
Winthrop Advisory Group
Massachusetts
$32.1M
4
FEG
4
Financial Enhancement Group
Indiana
$33.6M
5
Wells Fargo
5
Wells Fargo
California
$70.8M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$246M
2
SFC
2
Strategic Financial Concepts
Texas
$1.14M
3
RIM
3
Rockbridge Investment Management
New York
$74.2M
4
Charles Schwab
4
Charles Schwab
California
$0
5
RI
5
Rinkey Investments
California
$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
376
Ameritas Advisory Services
Nebraska
$511K +$19.2K +274 +4%
TIAA Trust, National Association
377
TIAA Trust, National Association
North Carolina
$505K – – –
MOS
378
MGO One Seven
Ohio
$497K – – –
CA
379
Crumly & Associates
Illinois
$494K – – –
SIMC
380
Squire Investment Management Company
Utah
$494K – – –
LWMM
381
Legacy Wealth Management (Mississippi)
Mississippi
$492K +$227K +3,246 +86%
MWM
382
Mission Wealth Management
California
$492K +$280 +4 +0.1%
HBS
383
Howard Bailey Securities
Indiana
$490K +$490K +6,987 New
DAS
384
Dynamic Advisor Solutions
Arizona
$489K +$35.9K +513 +8%
SA
385
Sanctuary Advisors
Indiana
$487K +$87.3K +1,198 +22%
Comerica Bank
386
Comerica Bank
Texas
$485K – – –
VPWA
387
Vestia Personal Wealth Advisors
Indiana
$477K +$210 +3 +0%
FZCM
388
Flynn Zito Capital Management
New York
$475K +$2.38K +34 +0.5%
SWM
389
Sanctuary Wealth Management
Idaho
$472K – – –
HWM
390
Howard Wealth Management
Connecticut
$470K +$1.33K +19 +0.3%
PCIA
391
Prime Capital Investment Advisors
Kansas
$462K +$2.1K +30 +0.5%
KLI
392
Kelman-Lazarov Inc
Tennessee
$459K – – –
FHC
393
First Heartland Consultants
Missouri
$450K -$71.6K -1,022 -14%
BJL
394
Brighton Jones LLC
Washington
$450K -$24.9K -356 -5%
GIA
395
Gladstone Institutional Advisory
Florida
$450K +$55.3K +789 +14%
KFGK
396
Keystone Financial Group (Kentucky)
Kentucky
$450K +$450K +6,418 New
PWMG
397
Pinnacle Wealth Management Group
Michigan
$448K -$10.7K -153 -2%
TCM
398
Triumph Capital Management
Colorado
$441K -$592K -8,448 -57%
SP
399
Successful Portfolios
Florida
$441K -$64.8K -925 -13%
PNC Financial Services Group
400
PNC Financial Services Group
Pennsylvania
$441K – – –
14 15
16
17 18