SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

626 hedge funds and large institutions have $7.04B 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, 222 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+47
Holders Change %
+8.12%
% of All Funds
8.33%
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
222
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 %
MWM
501
McNaughton Wealth Management
California
$258K – – –
SGCA
502
Steel Grove Capital Advisors
Tennessee
$258K +$258K +3,606 New
OWA
503
One Wealth Advisors
California
$257K -$14.5K -203 -5%
FWM
504
Fortress Wealth Management
California
$257K – – –
PVI
505
Pine Valley Investments
New Jersey
$251K – – –
TPWA
506
TRUE Private Wealth Advisors
Oregon
$250K +$286 +4 +0.1%
HSG
507
Helen Stephens Group
Texas
$250K -$35.7K -500 -13%
SAS
508
SMI Advisory Services
Indiana
$244K – – –
Baird Financial Group
509
Baird Financial Group
Wisconsin
$244K -$30.1K -421 -11%
CIA
510
Concurrent Investment Advisors
Florida
$243K +$16.6K +232 +7%
FPW
511
Flagship Private Wealth
Massachusetts
$231K +$357 +5 +0.2%
MWM
512
Meridian Wealth Management
Kentucky
$227K -$10K -140 -4%
RDWM
513
Red Door Wealth Management
Tennessee
$225K +$786 +11 +0.4%
HAIM
514
Hunter Associates Investment Management
Pennsylvania
$217K +$217K +3,045 New
OWM
515
Opes Wealth Management
California
$216K -$13.9K -195 -6%
JIC
516
Johnson Investment Counsel
Ohio
$215K +$215K +3,012 New
LK
517
Lumbard & Kellner
New Hampshire
$213K -$28.1K -394 -12%
BF
518
BOK Financial
Oklahoma
$212K – – –
TWM
519
Trevian Wealth Management
Massachusetts
$209K – – –
CPWA
520
Cerro Pacific Wealth Advisors
California
$209K +$209K +2,981 New
CPC
521
Cookson Peirce & Co
Pennsylvania
$206K – – –
MGIA
522
Moneta Group Investment Advisors
Missouri
$205K +$205K +2,873 New
SS
523
SBI Securities
Japan
$205K +$205K +2,869 New
FNA
524
First National Advisers
Nebraska
$203K +$203K +2,838 New
EL
525
Essex LLC
Illinois
$202K +$202K +2,825 New
19 20
21
22 23