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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 %
AA
526
Ancora Advisors
Ohio
$63K – – –
HWA
527
HHM Wealth Advisors
Tennessee
$57.9K – – –
SIC
528
Salem Investment Counselors
North Carolina
$57.7K +$57.7K +823 New
NFSG
529
Newbridge Financial Services Group
Florida
$51.8K – – –
RWM
530
Reston Wealth Management
Virginia
$50.6K +$50.6K +722 New
CIBC Private Wealth Group
531
CIBC Private Wealth Group
Georgia
$47.3K -$108K -1,536 -69%
MFA
532
McClarren Financial Advisors
Pennsylvania
$45K +$39.9K +15,810 +794%
PA
533
PSI Advisors
Florida
$39.9K – – –
CWP
534
Concord Wealth Partners
Virginia
$38.7K – – –
US Bancorp
535
US Bancorp
Minnesota
$37.6K +$9.53K +136 +34%
GIA
536
GHP Investment Advisors
Colorado
$33.9K +$140 +2 +0.4%
FWP
537
FAS Wealth Partners
Kansas
$33.6K – – –
SCA
538
Stuart Chaussee & Associates
California
$31.1K – – –
GWSA
539
Global Wealth Strategies & Associates
Colorado
$30.6K – – –
KSWA
540
Kathleen S. Wright Associates
Pennsylvania
$30.2K – – –
CPA
541
Capital Performance Advisors
California
$29.6K +$29.6K +423 New
PAG
542
Paladin Advisory Group
Iowa
$29.4K +$9.39K +134 +47%
WT
543
Washington Trust
Rhode Island
$28.9K – – –
OA
544
Operose Advisors
Wisconsin
$27.5K – – –
TFA
545
Toth Financial Advisory
Virginia
$26.3K – – –
CWM
546
Compass Wealth Management
Connecticut
$24.5K -$28.4K -406 -54%
LC
547
Lindbrook Capital
California
$22.8K – – –
NFA
548
Northwest Financial Advisors
Virginia
$22.4K +$22.4K +320 New
TPW
549
Talon Private Wealth
Florida
$22.1K +$22.1K +315 New
CSC
550
Caldwell Sutter Capital
California
$21.3K – – –
20 21
22
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