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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 %
CL
401
Choreo LLC
Illinois
$365K +$365K +5,500 New
TI
402
Truepoint Inc
Ohio
$364K – – –
KWM
403
Kingsview Wealth Management
Oregon
$364K +$364K +5,491 New
Bank of New York Mellon
404
Bank of New York Mellon
New York
$360K -$24.2K -365 -6%
SWA
405
Sightline Wealth Advisors
Connecticut
$360K -$29.9K -450 -8%
Fisher Asset Management
406
Fisher Asset Management
Washington
$358K +$358K +5,393 New
MA
407
MONECO Advisors
Connecticut
$358K +$66.2K +998 +23%
TWD
408
True Wealth Design
Ohio
$357K -$21.2K -320 -6%
FWP
409
Firethorn Wealth Partners
Georgia
$355K +$1.19K +18 +0.3%
CCB
410
Country Club Bank
Missouri
$350K – – –
Tudor Investment Corp
411
Tudor Investment Corp
Connecticut
$349K +$349K +5,256 New
SA
412
Sanctuary Advisors
Indiana
$341K +$341K +5,480 New
LA
413
Lifeworks Advisors
Michigan
$341K +$8.16K +123 +2%
Kayne Anderson Rudnick Investment Management
414
Kayne Anderson Rudnick Investment Management
California
$339K – – –
JBA
415
Johnson Bixby & Associates
Washington
$336K -$1.99K -30 -0.6%
HGWM
416
Horst & Graben Wealth Management
Oregon
$330K +$2.59K +39 +0.8%
AWM
417
Adams Wealth Management
Utah
$322K -$65.4K -985 -17%
CI
418
CacheTech Inc
Utah
$322K +$322K +4,858 New
FFWM
419
Future Financial Wealth Management
Ohio
$319K – – –
WPC
420
Wedmont Private Capital
Pennsylvania
$319K – – –
WBCM
421
Wilson & Boucher Capital Management
California
$318K – – –
GCA
422
Gradient Capital Advisors
California
$315K -$4.05K -61 -1%
FCM
423
Fourpath Capital Management
Oklahoma
$312K -$4.71K -71 -1%
BCMLT
424
Beacon Capital Management LLC (Tennessee)
Tennessee
$312K +$3.12K +47 +1%
BFA
425
Beaumont Financial Advisors
Massachusetts
$312K – – –
15 16
17
18 19