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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

579 hedge funds and large institutions have $5.65B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 214 increasing their positions, 211 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+20
Holders Change %
+3.58%
% of All Funds
8.38%
Holding in Top 10
64
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.59%
% of All Funds
0.93%
New
48
Increased
214
Reduced
211
Closed
22
Calls
$66.5M
Puts
$49K
Net Calls
+$66.5M
Net Calls Change
+$65.7M

Top Buyers

1
RA
RFG Advisory
Alabama
$134M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$48.4M
3
WAG
Winthrop Advisory Group
Massachusetts
$32.1M
4
FEG
Financial Enhancement Group
Indiana
$33.6M
5
Wells Fargo
Wells Fargo
California
$70.8M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$246M
2
SFC
Strategic Financial Concepts
Texas
$1.14M
3
RIM
Rockbridge Investment Management
New York
$74.2M
4
Charles Schwab
Charles Schwab
California
$0
5
RI
Rinkey Investments
California
$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
451
Focused Wealth Management
New York
$306K -$7.85K -112 -2%
RPGK
452
Retirement Planning Group (Kansas)
Kansas
$303K -$350 -5 -0.1%
MCM
453
MAI Capital Management
Ohio
$295K +$295K +4,208 New
GKWIM
454
Gerber Kawasaki Wealth & Investment Management
California
$295K +$911 +13 +0.3%
P
455
&Partners
Tennessee
$294K +$294K +4,191 New
WCM
456
Washburn Capital Management
Florida
$293K – – –
FMI
457
F/M Investments
District of Columbia
$290K +$290K +4,158 New
DWM
458
Dechtman Wealth Management
Colorado
$289K +$911 +13 +0.3%
PFP
459
Paragon Financial Partners
California
$285K +$631 +9 +0.2%
HSG
460
Helen Stephens Group
Texas
$280K -$4.69K -67 -2%
OGF
461
Orin Green Financial
California
$277K – – –
GS
462
GTS Securities
New York
$276K +$276K +3,946 New
TFGT
463
TS Financial Group (TSFG)
Illinois
$273K -$2.81K -40 -1%
OWA
464
Outlook Wealth Advisors
Texas
$271K +$271K +3,868 New
Baird Financial Group
465
Baird Financial Group
Wisconsin
$269K – – –
CHAM
466
Clear Harbor Asset Management
Connecticut
$268K – – –
OWA
467
One Wealth Advisors
California
$266K – – –
DAS
468
Diversify Advisory Services
Utah
$266K +$266K +3,736 New
Bessemer Group
469
Bessemer Group
New Jersey
$262K +$262K +3,736 New
FAM
470
Formidable Asset Management
Ohio
$260K +$70 +1 +0%
PGFC
471
Peapack-Gladstone Financial Corp
New Jersey
$257K -$14K -200 -5%
MWM
472
McNaughton Wealth Management
California
$253K – – –
FWM
473
Fortress Wealth Management
California
$252K – – –
PVI
474
Pine Valley Investments
New Jersey
$246K – – –
TPWA
475
TRUE Private Wealth Advisors
Oregon
$245K -$11.8K -169 -5%
17 18
19
20 21