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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 %
TFM
476
Trademark Financial Management
Minnesota
$242K -$1.54K -22 -0.6%
SAS
477
SMI Advisory Services
Indiana
$241K – – –
LK
478
Lumbard & Kellner
New Hampshire
$237K – – –
MWM
479
Meridian Wealth Management
Kentucky
$233K – – –
FPW
480
Flagship Private Wealth
Massachusetts
$226K +$280 +4 +0.1%
OWM
481
Opes Wealth Management
California
$226K – – –
AP
482
Atwood & Palmer
Missouri
$224K +$5.18K +74 +2%
CIA
483
Concurrent Investment Advisors
Florida
$222K +$222K +3,166 New
RDWM
484
Red Door Wealth Management
Tennessee
$220K +$701 +10 +0.3%
JC
485
JB Capital
Connecticut
$218K – – –
SFPM
486
Sensible Financial Planning & Management
Massachusetts
$216K +$216K +3,084 New
FA
487
FSA Advisors
Michigan
$214K -$5.15K -74 -2%
NWWA
488
New Wave Wealth Advisors
Arkansas
$210K +$210K +3,000 New
HOWA
489
Heritage Oak Wealth Advisors
Florida
$210K +$210K +3,000 New
BF
490
BOK Financial
Oklahoma
$208K – – –
TWM
491
Trevian Wealth Management
Massachusetts
$205K +$205K +2,927 New
TSS
492
Two Sigma Securities
New York
$204K +$204K +2,917 New
PPP
493
Private Portfolio Partners
New Jersey
$203K +$203K +2,902 New
CPC
494
Cookson Peirce & Co
Pennsylvania
$202K +$202K +2,890 New
MWC
495
MBM Wealth Consultants
Missouri
$202K -$13.8K -197 -6%
JFA
496
JNBA Financial Advisors
Minnesota
$195K – – –
T
497
Tidemark
California
$191K -$290K -4,133 -60%
PWMG
498
Prestige Wealth Management Group
New Jersey
$187K -$5.33K -76 -3%
Qube Research & Technologies (QRT)
499
Qube Research & Technologies (QRT)
United Kingdom
$181K -$140K -1,998 -44%
SS
500
Sunbelt Securities
Texas
$174K – – –
18 19
20
21 22