SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

627 hedge funds and large institutions have $7.05B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 220 increasing their positions, 223 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+47
Holders Change %
+8.1%
% of All Funds
8.35%
Holding in Top 10
75
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+17.19%
% of All Funds
1%
New
90
Increased
220
Reduced
223
Closed
34
Calls
$636K
Puts
–
Net Calls
+$636K
Net Calls Change
-$65.8M

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
+$104M
2
MWM
Modern Wealth Management
Kansas
+$61.3M
3
VAMG
Voisard Asset Management Group
Michigan
+$28.7M
4
KWM
Kingsview Wealth Management
Oregon
+$22.3M
5
BIP
Blueprint Investment Partners
North Carolina
+$21M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$246M
2
FEG
Financial Enhancement Group
Indiana
-$45M
3
LPL Financial
LPL Financial
California
-$22.8M
4
PS
Portfolio Strategies
New York
-$10.4M
5
AC
AIFG Consultants
New York
-$8.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
426
Fusion Capital
South Carolina
$439K +$1.36K +19 +0.3%
RFN
427
RDA Financial Network
Iowa
$438K -$7K -98 -2%
QWM
428
Quadcap Wealth Management
Texas
$435K +$3.07K +43 +0.7%
T. Rowe Price Associates
429
T. Rowe Price Associates
Maryland
$428K – – –
LAS
430
Lloyd Advisory Services
Georgia
$427K +$98.4K +1,378 +30%
SWA
431
Sightline Wealth Advisors
Connecticut
$425K -$20.4K -285 -5%
HSWS
432
Higgins & Schmidt Wealth Strategies
Colorado
$424K -$9.64K -135 -2%
AIM
433
Advyzon Investment Management
Illinois
$424K +$424K +5,933 New
VWM
434
Vigilare Wealth Management
Arizona
$420K +$214 +3 +0.1%
MCWS
435
McKinley Carter Wealth Services
West Virginia
$419K – – –
KWA
436
Kingswood Wealth Advisors
California
$413K +$413K +5,784 New
RWM
437
Rockwood Wealth Management
Pennsylvania
$413K – – –
FIA
438
Foundations Investment Advisors
Arizona
$411K -$28.2K -395 -6%
IA
439
IFP Advisors
Florida
$409K -$714 -10 -0.2%
VF
440
Vawter Financial
Ohio
$407K -$8.64K -121 -2%
AWA
441
ARQ Wealth Advisors
Arizona
$402K -$3K -42 -0.7%
TI
442
Truepoint Inc
Ohio
$397K -$8.79K -123 -2%
OSAM
443
O'Shaughnessy Asset Management
Connecticut
$394K -$21.1K -295 -5%
CIAS
444
CFS Investment Advisory Services
New Jersey
$385K – – –
FWP
445
Firethorn Wealth Partners
Georgia
$383K -$2.93K -41 -0.8%
OWA
446
Outlook Wealth Advisors
Texas
$383K +$107K +1,491 +39%
STA
447
Summit Trail Advisors
New York
$379K +$379K +5,301 New
PCA
448
Prosperity Capital Advisors
Ohio
$378K -$1.24M -17,346 -77%
CCB
449
Country Club Bank
Missouri
$377K – – –
HGWM
450
Horst & Graben Wealth Management
Oregon
$377K -$6.5K -91 -2%
16 17
18
19 20