SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

626 hedge funds and large institutions have $7.04B 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, 222 reducing their positions, and 34 closing their positions.

Holders
626
Holders Change
+47
Holders Change %
+8.12%
% of All Funds
8.34%
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
222
Closed
34
Calls
$636K
Puts
–
Net Calls
+$636K
Net Calls Change
-$65.8M

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$104M
2
MWM
2
Modern Wealth Management
Kansas
$123M
3
VAMG
3
Voisard Asset Management Group
Michigan
$29.3M
4
KWM
4
Kingsview Wealth Management
Oregon
$22.8M
5
BIP
5
Blueprint Investment Partners
North Carolina
$73.1M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$248M
2
FEG
2
Financial Enhancement Group
Indiana
$2.37M
3
LPL Financial
3
LPL Financial
California
$600M
4
PS
4
Portfolio Strategies
New York
$29.8M
5
AC
5
AIFG Consultants
New York
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
26
Legacy Private Trust
Wisconsin
$63.7M +$19.2M +268,853 +43%
KFP
27
Keener Financial Planning
Texas
$62.5M +$5.47M +76,561 +10%
SWP
28
Stratos Wealth Partners
Ohio
$58M +$101K +1,413 +0.2%
FSG
29
Financial Strategies Group
Michigan
$52.6M -$1.02M -14,447 -2%
WFS
30
Weitzel Financial Services
Iowa
$47.8M -$745K -10,360 -2%
Bank of America
31
Bank of America
North Carolina
$47.3M +$842K +11,789 +2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$47.1M -$2.17M -30,328 -4%
MHR
33
Matthew Hamilton Rosenberg
$44.6M +$2.11M +29,526 +5%
Raymond James Financial
34
Raymond James Financial
Florida
$44.2M +$44.2M +618,292 New
BWFA
35
Baltimore-Washington Financial Advisors
Maryland
$44.1M +$2.98M +41,752 +7%
Cerity Partners
36
Cerity Partners
New York
$43.6M +$1.52M +21,294 +4%
WCAMG
37
Woodard & Company Asset Management Group
North Carolina
$43.2M +$3.59M +50,238 +9%
WAS
38
Winch Advisory Services
Wisconsin
$41M +$673K +9,417 +2%
RHP
39
Royal Harbor Partners
Texas
$40.1M -$30K -420 -0.1%
SF
40
Symphony Financial
Texas
$37.8M +$120K +1,632 +0.3%
JIP
41
Jaffetilchin Investment Partners
Florida
$37.1M +$1.55M +21,745 +4%
TCFP
42
Treasure Coast Financial Planning
Florida
$34.3M -$891K -12,467 -3%
WAG
43
Winthrop Advisory Group
Massachusetts
$32.5M -$185K -2,586 -0.6%
PAS
44
Park Avenue Securities
New York
$32.1M +$143K +1,999 +0.4%
GAG
45
GM Advisory Group
New York
$31.7M -$333K -4,655 -1%
PS
46
Portfolio Strategies
New York
$29.8M -$10.4M -145,249 -26%
VAMG
47
Voisard Asset Management Group
Michigan
$29.3M +$28.7M +402,300 +4,736%
NEWAS
48
N.E.W. Advisory Services
Wisconsin
$29M +$402K +5,626 +1%
RI
49
Rinkey Investments
California
$28.1M -$115K -1,614 -0.4%
ACM
50
Advisors Capital Management
New Jersey
$27.1M +$2.61M +36,576 +11%
1
2
3 4 5