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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 %
OCM
551
Orion Capital Management
California
$5.13K – – –
SPIA
552
Steward Partners Investment Advisory
New York
$4.75K – – –
KFS
553
Kelly Financial Services
Massachusetts
$4.39K – – –
DFA
554
DHJJ Financial Advisors
Illinois
$4.33K – – –
CFD
555
Creative Financial Designs
Indiana
$4.31K – – –
CPBTD
556
Central Pacific Bank - Trust Division
Hawaii
$3.59K +$3.59K +56 New
PP
557
Pacifica Partners
Canada
$3.31K – – –
FIM
558
FWL Investment Management
Texas
$3.14K – – –
EWM
559
EPG Wealth Management
Georgia
$2.63K – – –
WIA
560
Wetzel Investment Advisors
Indiana
$2.63K – – –
HCP
561
Hexagon Capital Partners
Arkansas
$2.57K – – –
TWC
562
TD Waterhouse Canada
Ontario, Canada
$1.72K -$5.78K -91 -77%
KIG
563
Kessler Investment Group
Indiana
$513 +$513 +8 New
CWM
564
Congress Wealth Management
Massachusetts
– -$4.12M -70,540 Closed
ARC
565
Advisor Resource Council
Texas
– -$3.54M -60,627 Closed
CAM
566
Congress Asset Management
Massachusetts
– -$2.5M -42,818 Closed
CA
567
Calton & Associates
Florida
– -$1.69M -28,953 Closed
FFN
568
Focus Financial Network
Minnesota
– -$1.56M -26,665 Closed
CIA
569
Concurrent Investment Advisors
Florida
– -$1.19M -20,274 Closed
LWM
570
LJI Wealth Management
Indiana
– -$1.04M -17,728 Closed
LCWP
571
Legacy Capital Wealth Partners
Arkansas
– -$1M -17,146 Closed
Millennium Management
572
Millennium Management
New York
– -$600K -10,258 Closed
LWM
573
Liberty Wealth Management
California
– -$381K -9,713 Closed
NWM
574
Napa Wealth Management
California
– -$466K -7,966 Closed
Fisher Asset Management
575
Fisher Asset Management
Washington
– -$368K -6,297 Closed
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