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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.

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
1
Envestnet Asset Management
Illinois
$179M
2
Ameriprise
2
Ameriprise
Minnesota
$101M
3
WA
3
Waverly Advisors
Alabama
$26M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$210M
5
PFA
5
Professional Financial Advisors
Nebraska
$94.5M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$125M
2
Morgan Stanley
2
Morgan Stanley
New York
$76.1M
3
FGAM
3
Financial Gravity Asset Management
Texas
$4.28M
4
SFI
4
SPC Financial Inc
Maryland
$299K
5
WAG
5
Winthrop Advisory Group
Massachusetts
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$44.5M -$22M -343,394 -33%
WFS
27
Weitzel Financial Services
Iowa
$43.8M -$31.2K -488 -0.1%
RI
28
Rinkey Investments
California
$40.3M -$330K -5,148 -0.8%
Cerity Partners
29
Cerity Partners
New York
$38.4M -$131K -2,036 -0.3%
MHR
30
Matthew Hamilton Rosenberg
$36.7M +$311K +4,862 +0.9%
RHP
31
Royal Harbor Partners
Texas
$36.1M -$8.01M -124,936 -18%
MWM
32
Modern Wealth Management
Kansas
$35.9M +$1.98M +30,919 +6%
WAS
33
Winch Advisory Services
Wisconsin
$35.3M +$1.54M +24,001 +5%
PS
34
Portfolio Strategies
New York
$35.1M -$245K -3,821 -0.7%
JIP
35
Jaffetilchin Investment Partners
Florida
$33M +$5.16M +80,485 +19%
TCFP
36
Treasure Coast Financial Planning
Florida
$32.7M -$1.17M -18,208 -3%
BWFA
37
Baltimore-Washington Financial Advisors
Maryland
$32.5M +$7.76M +121,042 +31%
Charles Schwab
38
Charles Schwab
California
$32.1M -$5.67M -88,340 -15%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$31.9M -$8.08M -125,920 -20%
PAS
40
Park Avenue Securities
New York
$31.6M -$4.12M -64,252 -12%
SF
41
Symphony Financial
Texas
$30.8M +$1.64M +25,507 +6%
GAG
42
GM Advisory Group
New York
$29M -$164K -2,560 -0.6%
VAG
43
VisionPoint Advisory Group
Texas
$26.7M -$5.09M -79,407 -16%
WA
44
Waverly Advisors
Alabama
$26M +$26M +405,557 New
SWM
45
SigFig Wealth Management
California
$25.9M -$2.18M -37,333 -8%
NEWAS
46
N.E.W. Advisory Services
Wisconsin
$24.8M -$1.19M -18,555 -5%
BSWM
47
Boston Standard Wealth Management
Massachusetts
$23.2M +$1.27M +19,827 +6%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$22.7M -$10.6M -164,549 -32%
AWA
49
Aquire Wealth Advisors
Utah
$21.8M -$327K -5,105 -1%
RW
50
RVW Wealth
California
$21.3M -$442K -6,897 -2%
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