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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 %
MA
501
Montag & Associates
Georgia
$79.9K +$22.5K +350 +39%
NS
502
NBC Securities
Alabama
$72K -$160K -2,506 -69%
W
503
WealthCollab
Washington
$71K – – –
GWM
504
Grand Wealth Management
Michigan
$70.2K – – –
Fifth Third Bancorp
505
Fifth Third Bancorp
Ohio
$69K -$93.4K -1,456 -58%
SWM
506
Spire Wealth Management
Virginia
$68.7K – – –
HR
507
Howe & Rusling
New York
$67.2K – – –
WWP
508
WR Wealth Planners
Missouri
$66.7K +$66.7K +1,039 New
RG
509
Retirement Group
California
$65.8K – – –
GI
510
Gradient Investments
Minnesota
$64.7K -$119K -1,856 -65%
PWMG
511
Private Wealth Management Group
New Jersey
$62.4K -$5K -78 -7%
AA
512
Ancora Advisors
Ohio
$57.7K – – –
OSAM
513
O'Shaughnessy Asset Management
Connecticut
$56.8K +$5.39K +84 +10%
CWM
514
Compass Wealth Management
Connecticut
$54.7K – – –
HWA
515
HHM Wealth Advisors
Tennessee
$53.1K – – –
PA
516
PSI Advisors
Florida
$42.9K – – –
CWP
517
Concord Wealth Partners
Virginia
$35.4K – – –
CIBC Private Wealth Group
518
CIBC Private Wealth Group
Georgia
$31.1K +$31.1K +485 New
GIA
519
GHP Investment Advisors
Colorado
$30.8K +$128 +2 +0.4%
CT
520
Cambridge Trust
Massachusetts
$30.8K – – –
FWP
521
FAS Wealth Partners
Kansas
$30.8K +$30.8K +480 New
SCA
522
Stuart Chaussee & Associates
California
$28.5K – – –
GWSA
523
Global Wealth Strategies & Associates
Colorado
$28K +$28K +437 New
SIS
524
Sound Income Strategies
Florida
$26.5K -$1.48K -23 -5%
WT
525
Washington Trust
Rhode Island
$26.4K – – –
19 20
21
22 23