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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 %
PVI
476
Pine Valley Investments
New Jersey
$225K – – –
TFM
477
Trademark Financial Management
Minnesota
$223K +$223K +3,469 New
PMFA
478
Plante Moran Financial Advisors
Michigan
$219K -$26.3K -410 -11%
OWA
479
Outlook Wealth Advisors
Texas
$217K -$1.13M -17,626 -84%
FAM
480
Formidable Asset Management
Ohio
$208K +$208K +3,248 New
OWM
481
Opes Wealth Management
California
$208K +$208K +3,245 New
FPW
482
Flagship Private Wealth
Massachusetts
$207K -$24.4K -381 -11%
CG
483
Cutler Group
California
$205K -$1.09M -17,000 -84%
RDWM
484
Red Door Wealth Management
Tennessee
$200K +$200K +3,120 New
BF
485
BOK Financial
Oklahoma
$192K – – –
JFA
486
JNBA Financial Advisors
Minnesota
$191K -$7.57K -118 -4%
RCM
487
Raleigh Capital Management
North Carolina
$183K -$282K -4,391 -61%
PWMG
488
Prestige Wealth Management Group
New Jersey
$177K -$9.69K -151 -5%
RWPA
489
Richard W. Paul & Associates
Michigan
$162K – – –
SS
490
Sunbelt Securities
Texas
$159K – – –
Bank of Montreal
491
Bank of Montreal
Ontario, Canada
$144K +$1.67K +26 +1%
AIM
492
Acropolis Investment Management
Missouri
$143K -$25.7K -400 -15%
MG
493
Mather Group
Illinois
$125K +$125K +2,143 New
S
494
SignatureFD
Georgia
$124K +$64 +1 +0.1%
GT
495
Glenmede Trust
Pennsylvania
$117K – – –
MWM
496
MGB Wealth Management
Texas
$101K +$5.78K +90 +6%
CTWM
497
Cherry Tree Wealth Management
Minnesota
$101K – – –
IHWM
498
Iron Horse Wealth Management
Iowa
$94.8K -$54.7K -853 -37%
William Blair & Company
499
William Blair & Company
Illinois
$92.6K +$92.5K +1,442 +72,100%
APC
500
Aspire Private Capital
North Carolina
$88.2K -$13K -203 -13%
18 19
20
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