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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 %
HGWM
426
Horst & Graben Wealth Management
Oregon
$317K -$129K -2,014 -29%
AWM
427
Able Wealth Management
New Jersey
$315K -$130K -2,022 -29%
FFWM
428
Future Financial Wealth Management
Ohio
$309K – – –
GCA
429
Gradient Capital Advisors
California
$309K +$64 +1 +0%
Simplex Trading
430
Simplex Trading
Illinois
$308K -$719K -11,217 -70%
WBCM
431
Wilson & Boucher Capital Management
California
$308K – – –
FCM
432
Fourpath Capital Management
Oklahoma
$307K -$291K -4,532 -49%
BFA
433
Beaumont Financial Advisors
Massachusetts
$301K – – –
WWM
434
WJ Wealth Management
Arizona
$300K – – –
SFI
435
SPC Financial Inc
Maryland
$299K -$39.9M -621,511 -99%
BCMLT
436
Beacon Capital Management LLC (Tennessee)
Tennessee
$298K +$22.7K +354 +8%
WPC
437
Wedmont Private Capital
Pennsylvania
$298K – – –
VFG
438
Victory Financial Group
Texas
$297K +$297K +4,627 New
FWM
439
Focused Wealth Management
New York
$292K +$1.54K +24 +0.5%
FFM
440
Flagstone Financial Management
Nebraska
$292K – – –
BAM
441
Belpointe Asset Management
Nevada
$288K -$117K -1,831 -29%
DCM
442
Donaldson Capital Management
Indiana
$284K – – –
GWS
443
Glassman Wealth Services
Virginia
$282K – – –
MA
444
MONECO Advisors
Connecticut
$282K +$282K +4,395 New
DC
445
Davenport & Co
Virginia
$278K -$188K -2,926 -40%
AWM
446
Axxcess Wealth Management
California
$278K -$358K -5,583 -56%
RPGK
447
Retirement Planning Group (Kansas)
Kansas
$278K – – –
TIAA Trust, National Association
448
TIAA Trust, National Association
North Carolina
$277K – – –
LHC
449
Little House Capital
Massachusetts
$274K -$4.72M -73,517 -95%
GKWIM
450
Gerber Kawasaki Wealth & Investment Management
California
$268K +$834 +13 +0.3%
16 17
18
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