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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

559 hedge funds and large institutions have $5.25B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 233 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
-3
Holders Change %
-0.53%
% of All Funds
8.13%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
0.92%
New
44
Increased
191
Reduced
233
Closed
38
Calls
$730K
Puts
–
Net Calls
+$730K
Net Calls Change
-$7.63M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$583M
2
MWM
2
Modern Wealth Management
Kansas
$58.8M
3
LPT
3
Legacy Private Trust
Wisconsin
$42.2M
4
BIP
4
Blueprint Investment Partners
North Carolina
$64.4M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$229M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$232M
2
MFA
2
McClarren Financial Advisors
Pennsylvania
$1.62M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$116M
4
DWM
4
Dogwood Wealth Management
Kansas
$2.84M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
526
Sound Income Strategies
Florida
$17.8K -$9.6K -145 -35%
AWM
527
Abound Wealth Management
Tennessee
$17.7K +$66 +1 +0.4%
BCWM
528
Bartlett & Co Wealth Management
Ohio
$17.4K – – –
CBT
529
Central Bank & Trust
Kentucky
$17.4K – – –
CMP
530
Coston McIsaac & Partners
Maine
$17K – – –
RIA
531
Realta Investment Advisors
Delaware
$13.9K – – –
AF
532
Advisornet Financial
Minnesota
$11.1K – – –
CPG
533
Cornerstone Planning Group
New Jersey
$10.8K +$10.8K +170 New
FLPIM
534
F.L. Putnam Investment Management
Massachusetts
$9.36K +$9.36K +141 New
EWA
535
EverSource Wealth Advisors
Alabama
$7.22K +$7.22K +107 New
FRA
536
Front Row Advisors
California
$7.1K – – –
OC
537
Oakworth Capital
Alabama
$7.03K +$7.03K +106 New
LFA
538
LGT Financial Advisors
Texas
$7K +$66 +1 +1%
TVWM
539
Tower View Wealth Management
Wisconsin
$6.64K – – –
MRCM
540
M&R Capital Management
New Jersey
$5.84K – – –
OCM
541
Orion Capital Management
California
$5.31K – – –
SPIA
542
Steward Partners Investment Advisory
New York
$4.91K – – –
KFS
543
Kelly Financial Services
Massachusetts
$4.55K +$66 +1 +1%
DFA
544
DHJJ Financial Advisors
Illinois
$4.49K +$66 +1 +1%
CFD
545
Creative Financial Designs
Indiana
$4.46K – – –
TWP
546
Triad Wealth Partners
Kansas
$4.25K +$4.25K +64 New
CPBTD
547
Central Pacific Bank - Trust Division
Hawaii
$3.72K – – –
PP
548
Pacifica Partners
Canada
$3.49K – – –
FIM
549
FWL Investment Management
Texas
$3.25K – – –
WIA
550
Wetzel Investment Advisors
Indiana
$2.76K – – –
20 21
22
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