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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 %
Bank of Montreal
501
Bank of Montreal
Ontario, Canada
$156K -$9.98M -142,973 -98%
AIM
502
Acropolis Investment Management
Missouri
$156K – – –
RWPA
503
Richard W. Paul & Associates
Michigan
$155K -$22.1K -315 -12%
S
504
SignatureFD
Georgia
$145K +$8.69K +124 +6%
GT
505
Glenmede Trust
Pennsylvania
$128K – – –
MWM
506
MGB Wealth Management
Texas
$123K +$12.9K +184 +12%
MA
507
Montag & Associates
Georgia
$123K +$35.7K +510 +41%
William Blair & Company
508
William Blair & Company
Illinois
$119K +$35K +500 +42%
CTWM
509
Cherry Tree Wealth Management
Minnesota
$110K – – –
CCM
510
Chilton Capital Management
Texas
$106K +$106K +1,518 New
APC
511
Aspire Private Capital
North Carolina
$101K +$4.34K +62 +5%
NS
512
NBC Securities
Alabama
$94K +$3.47K +50 +4%
PFG
513
Peterson Financial Group
Iowa
$83.8K +$83.8K +1,196 New
PS
514
Planned Solutions
California
$79.1K +$79.1K +1,129 New
PMFA
515
Plante Moran Financial Advisors
Michigan
$77.9K – – –
W
516
WealthCollab
Washington
$77.5K – – –
Fifth Third Bancorp
517
Fifth Third Bancorp
Ohio
$75.4K – – –
AssetMark Inc
518
AssetMark Inc
California
$74K -$351K -5,007 -83%
HR
519
Howe & Rusling
New York
$73.7K – – –
WWP
520
WR Wealth Planners
Missouri
$72.8K – – –
MG
521
Mather Group
Illinois
$72.2K -$35.7K -509 -33%
SWM
522
Spire Wealth Management
Virginia
$69.5K +$16.5K +235 +31%
PWMG
523
Private Wealth Management Group
New Jersey
$68.1K – – –
IHWM
524
Iron Horse Wealth Management
Iowa
$66.6K -$35.5K -506 -35%
Russell Investments Group
525
Russell Investments Group
United Kingdom
$65.9K – – –
19 20
21
22 23