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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 %
MCA
551
Maryland Capital Advisors
Maryland
$20.5K – – –
AWM
552
Abound Wealth Management
Tennessee
$18.8K +$70 +1 +0.4%
LWMI
553
Legacy Wealth Management (Idaho)
Idaho
$18.5K +$18.5K +254 New
LIS
554
Legacy Investment Solutions
Idaho
$18.5K +$18.5K +254 New
BCWM
555
Bartlett & Co Wealth Management
Ohio
$18.4K – – –
FIM
556
FWL Investment Management
Texas
$18.4K +$14.9K +213 +435%
PS
557
Principal Securities
Iowa
$18.3K -$39.5K -564 -68%
MFT
558
Moisand Fitzgerald Tamayo
Florida
$17.6K -$1.61K -23 -8%
Citigroup
559
Citigroup
New York
$17.2K +$16.1K +230 +1,438%
ACM
560
Anfield Capital Management
California
$16.7K -$5.25K -75 -24%
MRCM
561
M&R Capital Management
New Jersey
$13.7K +$7.57K +108 +123%
AF
562
Advisornet Financial
Minnesota
$11.7K – – –
OC
563
Oakworth Capital
Alabama
$11.4K +$3.99K +57 +54%
BNP Paribas Financial Markets
564
BNP Paribas Financial Markets
France
$9.67K -$244K -3,489 -96%
FRA
565
Front Row Advisors
California
$7.5K – – –
LFA
566
LGT Financial Advisors
Texas
$7.42K – – –
TVWM
567
Tower View Wealth Management
Wisconsin
$7.01K – – –
SPIA
568
Steward Partners Investment Advisory
New York
$5.18K – – –
DFA
569
DHJJ Financial Advisors
Illinois
$4.76K – – –
CPBTD
570
Central Pacific Bank - Trust Division
Hawaii
$3.92K – – –
SIS
571
Sound Income Strategies
Florida
$3.5K -$15.3K -218 -81%
DWM
572
Darwin Wealth Management
Florida
$2.87K +$2.87K +41 New
HCP
573
Hexagon Capital Partners
Arkansas
$2.8K – – –
BWL
574
Bogart Wealth LLC
Virginia
$2.52K – – –
CFD
575
Creative Financial Designs
Indiana
$2.26K -$2.48K -35 -52%
21 22
23
24 25