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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 %
PNC Financial Services Group
401
PNC Financial Services Group
Pennsylvania
$386K – – –
VAS
402
Valicenti Advisory Services
New York
$385K +$385K +6,000 New
QWM
403
Quadcap Wealth Management
Texas
$385K +$33.2K +518 +9%
VWM
404
Vigilare Wealth Management
Arizona
$382K -$60.9K -950 -14%
CIA
405
Capital Investment Advisors
Georgia
$382K +$128 +2 +0%
KWA
406
Kingswood Wealth Advisors
California
$381K -$19.2K -300 -5%
MCWS
407
McKinley Carter Wealth Services
West Virginia
$380K -$4.81K -75 -1%
SWA
408
Sightline Wealth Advisors
Connecticut
$376K +$449 +7 +0.1%
IA
409
IFP Advisors
Florida
$375K +$18.3K +285 +5%
AWM
410
Adams Wealth Management
Utah
$375K +$124K +1,926 +49%
Bank of New York Mellon
411
Bank of New York Mellon
New York
$372K -$477K -7,439 -56%
TWD
412
True Wealth Design
Ohio
$366K – – –
FWP
413
Falcon Wealth Planning
California
$362K -$29K -452 -7%
MWM
414
Modera Wealth Management
New Jersey
$362K – – –
HF
415
HRT Financial
New York
$353K +$353K +5,508 New
TI
416
Truepoint Inc
Ohio
$352K – – –
PCMC
417
Private Capital Management (Colorado)
Colorado
$350K -$16K -250 -4%
FWP
418
Firethorn Wealth Partners
Georgia
$342K +$4.75K +74 +1%
CCB
419
Country Club Bank
Missouri
$337K – – –
HSG
420
Helen Stephens Group
Texas
$336K -$224K -3,487 -40%
ETIA
421
Epic Trust Investment Advisors
Washington
$332K -$101K -1,582 -23%
BFP
422
Brewster Financial Planning
New York
$328K -$9.94K -155 -3%
Kayne Anderson Rudnick Investment Management
423
Kayne Anderson Rudnick Investment Management
California
$328K – – –
JBA
424
Johnson Bixby & Associates
Washington
$326K +$326K +5,087 New
LA
425
Lifeworks Advisors
Michigan
$321K -$33.3K -519 -9%
15 16
17
18 19