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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 %
WCM
451
Washburn Capital Management
Florida
$268K – – –
DWM
452
Dechtman Wealth Management
Colorado
$263K +$898 +14 +0.3%
OGF
453
Orin Green Financial
California
$263K -$239K -4,096 Closed
TPWA
454
TRUE Private Wealth Advisors
Oregon
$261K -$164K -2,562 -39%
PFP
455
Paragon Financial Partners
California
$259K +$641 +10 +0.2%
MCM
456
MAI Capital Management
Ohio
$258K +$258K +4,029 New
MWM
457
Mosley Wealth Management
California
$256K -$6.8K -106 -3%
FMI
458
F/M Investments
District of Columbia
$256K – – –
TFGT
459
TS Financial Group (TSFG)
Illinois
$252K -$226K -3,528 -47%
PGFC
460
Peapack-Gladstone Financial Corp
New Jersey
$250K -$16K -250 -6%
FTUS
461
Flow Traders U.S.
New York
$249K +$249K +3,887 New
Baird Financial Group
462
Baird Financial Group
Wisconsin
$246K – – –
CHAM
463
Clear Harbor Asset Management
Connecticut
$245K -$834 -13 -0.3%
OWA
464
One Wealth Advisors
California
$244K – – –
LWMM
465
Legacy Wealth Management (Mississippi)
Mississippi
$243K +$243K +3,781 New
RPA
466
Rock Point Advisors
Vermont
$241K +$241K +3,750 New
OAM
467
Occidental Asset Management
California
$239K +$239K +3,728 New
Empower Advisory Group
468
Empower Advisory Group
Colorado
$237K +$237K +3,701 New
MWM
469
McNaughton Wealth Management
California
$237K -$9.11K -142 -4%
LK
470
Lumbard & Kellner
New Hampshire
$237K – – –
FPCP
471
Fort Point Capital Partners
California
$236K – – –
FWM
472
Fortress Wealth Management
California
$230K +$230K +3,592 New
HAIM
473
Hunter Associates Investment Management
Pennsylvania
$229K +$229K +3,554 New
MAV
474
Mason & Associates (Virginia)
Virginia
$227K +$227K +3,544 New
FCMA
475
Foresight Capital Management Advisors
Michigan
$227K +$227K +3,544 New
17 18
19
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