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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 %
CIA
451
Capital Investment Advisors
Georgia
$376K -$28.4K -397 -7%
FWP
452
Falcon Wealth Planning
California
$374K -$1.29K -18 -0.3%
AC
453
Attessa Capital
Arizona
$374K +$374K +5,231 New
BCMLT
454
Beacon Capital Management LLC (Tennessee)
Tennessee
$369K +$44.6K +625 +14%
BP
455
BCK Partners
New York
$367K -$198K -2,778 -35%
HIP
456
HUB Investment Partners
Texas
$365K -$161K -2,255 -31%
Kayne Anderson Rudnick Investment Management
457
Kayne Anderson Rudnick Investment Management
California
$365K – – –
TCM
458
Triumph Capital Management
Colorado
$362K -$88K -1,232 -20%
TKP
459
Tallon Kerry Patrick
$355K +$355K +4,984 New
PRTG
460
Post Resch Tallon Group
New York
$355K +$355K +4,984 New
CAM
461
Concorde Asset Management
Michigan
$350K +$17.7K +248 +5%
BWS
462
Broadway Wealth Solutions
Texas
$348K +$348K +4,879 New
AWM
463
Adams Wealth Management
Utah
$347K -$30.1K -422 -8%
PWM
464
Partnership Wealth Management
Maryland
$347K -$214 -3 -0.1%
GWP
465
Gateway Wealth Partners
Wisconsin
$343K -$46.5K -651 -12%
WBCM
466
Wilson & Boucher Capital Management
California
$343K – – –
Empower Advisory Group
467
Empower Advisory Group
Colorado
$339K +$16.8K +235 +5%
GCA
468
Gradient Capital Advisors
California
$337K -$2.86K -40 -0.8%
BFA
469
Beaumont Financial Advisors
Massachusetts
$336K – – –
WI
470
WrapManager Inc
California
$335K +$335K +4,683 New
WWM
471
WJ Wealth Management
Arizona
$334K – – –
WPC
472
Wedmont Private Capital
Pennsylvania
$331K – – –
FMI
473
F/M Investments
District of Columbia
$330K +$32.7K +458 +11%
JBA
474
Johnson Bixby & Associates
Washington
$326K -$8.5K -119 -3%
FFM
475
Flagstone Financial Management
Nebraska
$325K – – –
17 18
19
20 21