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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 %
FAIM
476
Financial Advocates Investment Management
Washington
$321K -$17.7K -248 -5%
DCM
477
Donaldson Capital Management
Indiana
$316K – – –
GWS
478
Glassman Wealth Services
Virginia
$314K – – –
Janney Montgomery Scott
479
Janney Montgomery Scott
Pennsylvania
$310K +$310K +4,336 New
RPGK
480
Retirement Planning Group (Kansas)
Kansas
$309K – – –
O3W
481
Omni 360 Wealth
New Jersey
$308K -$5.14K -72 -2%
FWM
482
Focused Wealth Management
New York
$301K -$10.8K -151 -3%
GKWIM
483
Gerber Kawasaki Wealth & Investment Management
California
$301K +$643 +9 +0.2%
WCM
484
Washburn Capital Management
Florida
$298K – – –
PPP
485
Private Portfolio Partners
New Jersey
$297K +$90K +1,260 +43%
DWM
486
Dechtman Wealth Management
Colorado
$296K +$1K +14 +0.3%
PFP
487
Paragon Financial Partners
California
$291K +$786 +11 +0.3%
DAS
488
Diversify Advisory Services
Utah
$288K +$23.2K +328 +9%
OGF
489
Orin Green Financial
California
$283K -$277K -3,955 Closed
AFP
490
Ausdal Financial Partners
Iowa
$282K +$282K +3,944 New
BFP
491
Brewster Financial Planning
New York
$281K -$44.1K -617 -14%
Susquehanna International Group
492
Susquehanna International Group
Pennsylvania
$275K -$1.13M -15,839 -80%
TFGT
493
TS Financial Group (TSFG)
Illinois
$275K -$2.78K -39 -1%
CHAM
494
Clear Harbor Asset Management
Connecticut
$273K – – –
TA
495
TFG Advisers
Michigan
$270K +$270K +3,782 New
VFG
496
Victory Financial Group
Texas
$266K +$266K +3,727 New
FFWM
497
Future Financial Wealth Management
Ohio
$265K -$78.6K -1,100 -23%
TFM
498
Trademark Financial Management
Minnesota
$264K +$16.9K +237 +7%
FAM
499
Formidable Asset Management
Ohio
$262K -$2.57K -36 -1%
CFS
500
CRA Financial Services
New Jersey
$260K +$260K +3,643 New
18 19
20
21 22