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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 %
LAS
576
Lloyd Advisory Services
Georgia
– -$323K -5,521 Closed
PSCM
577
Per Stirling Capital Management
Texas
– -$295K -5,044 Closed
CPW
578
Catalyst Private Wealth
California
– -$285K -4,876 Closed
RRCM
579
Rappaport Reiches Capital Management
Illinois
– -$218K -3,722 Closed
MWM
580
Meridian Wealth Management
Kentucky
– -$203K -3,481 Closed
SAS
581
SMI Advisory Services
Indiana
– -$203K -3,467 Closed
CFB
582
Cullen/Frost Bankers
Texas
– -$99K -1,693 Closed
PS
583
Planned Solutions
California
– -$66K -1,129 Closed
BFEC
584
Benjamin F. Edwards & Company
Missouri
– -$37K -635 Closed
FBC
585
Fairfield, Bush & Co
Connecticut
– -$35.1K -600 Closed
AC
586
AlphaCore Capital
California
– -$32.1K -549 Closed
NFA
587
Northwest Financial Advisors
Virginia
– -$18.5K -317 Closed
IPW
588
Impact Partnership Wealth
Georgia
– -$11.2K -192 Closed
MSWM
589
McGlone Suttner Wealth Management
Wisconsin
– -$5.07K -87 Closed
1832 Asset Management
590
1832 Asset Management
Ontario, Canada
– -$3.22K -55 Closed
SC
591
SouthState Corp
Florida
– -$2.4K -41 Closed
Citigroup
592
Citigroup
New York
– -$935 -16 Closed
FFA
593
Farther Finance Advisors
California
– -$585 -10 Closed
BNP Paribas Financial Markets
594
BNP Paribas Financial Markets
France
– -$234 -4 Closed
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