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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 %
AssetMark Inc
526
AssetMark Inc
California
$24.2K -$37.4K -583 -61%
TFA
527
Toth Financial Advisory
Virginia
$24.1K – – –
LC
528
Lindbrook Capital
California
$20.8K – – –
Qube Research & Technologies (QRT)
529
Qube Research & Technologies (QRT)
United Kingdom
$20.6K -$130K -2,021 -86%
JWM
530
Janiczek Wealth Management
Colorado
$19.9K +$19.9K +310 New
CSC
531
Caldwell Sutter Capital
California
$19.5K – – –
MCA
532
Maryland Capital Advisors
Maryland
$18.8K – – –
PAG
533
Paladin Advisory Group
Iowa
$18.2K +$192 +3 +1%
MFT
534
Moisand Fitzgerald Tamayo
Florida
$17.6K -$898 -14 -5%
AWM
535
Abound Wealth Management
Tennessee
$17.1K – – –
BCWM
536
Bartlett & Co Wealth Management
Ohio
$16.8K – – –
CBT
537
Central Bank & Trust
Kentucky
$16.8K +$16.8K +262 New
CMP
538
Coston McIsaac & Partners
Maine
$16K – – –
ACM
539
Anfield Capital Management
California
$14.8K +$14.8K +231 New
PS
540
Principal Securities
Iowa
$14.8K – – –
RIA
541
Realta Investment Advisors
Delaware
$13.4K +$13.4K +209 New
National Bank of Canada
542
National Bank of Canada
Quebec, Canada
$10.9K +$8.3K +130 +325%
TCM
543
Tradewinds Capital Management
Washington
$10.8K +$10.8K +168 New
AF
544
Advisornet Financial
Minnesota
$10.7K – – –
TWP
545
TFO Wealth Partners
Ohio
$9.88K -$1.09K -17 -10%
PCM
546
Penserra Capital Management
California
$7K +$7K +121 New
FRA
547
Front Row Advisors
California
$6.86K – – –
LFA
548
LGT Financial Advisors
Texas
$6.75K – – –
TVWM
549
Tower View Wealth Management
Wisconsin
$6.42K +$6.42K +100 New
MRCM
550
M&R Capital Management
New Jersey
$5.65K – – –
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