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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 %
WPW
576
Warther Private Wealth
Ohio
– -$398K -6,198 Closed
KFGK
577
Keystone Financial Group (Kentucky)
Kentucky
– -$390K -6,073 Closed
HF
578
HRT Financial
New York
– -$353K -5,508 Closed
ETIA
579
Epic Trust Investment Advisors
Washington
– -$332K -5,171 Closed
AWM
580
Able Wealth Management
New Jersey
– -$315K -4,904 Closed
SFI
581
SPC Financial Inc
Maryland
– -$299K -4,659 Closed
LHC
582
Little House Capital
Massachusetts
– -$274K -4,278 Closed
MCM
583
MAI Capital Management
Ohio
– -$258K -4,029 Closed
MWM
584
Mosley Wealth Management
California
– -$256K -3,994 Closed
FMI
585
F/M Investments
District of Columbia
– -$256K -3,993 Closed
RPA
586
Rock Point Advisors
Vermont
– -$241K -3,750 Closed
OAM
587
Occidental Asset Management
California
– -$239K -3,728 Closed
HAIM
588
Hunter Associates Investment Management
Pennsylvania
– -$229K -3,554 Closed
MAV
589
Mason & Associates (Virginia)
Virginia
– -$227K -3,544 Closed
FCMA
590
Foresight Capital Management Advisors
Michigan
– -$227K -3,544 Closed
OWA
591
Outlook Wealth Advisors
Texas
– -$217K -3,382 Closed
GWM
592
Grand Wealth Management
Michigan
– -$70.2K -1,095 Closed
National Bank of Canada
593
National Bank of Canada
Quebec, Canada
– -$10.9K -170 Closed
TCM
594
Tradewinds Capital Management
Washington
– -$10.8K -168 Closed
TWP
595
TFO Wealth Partners
Ohio
– -$9.88K -154 Closed
PCM
596
Penserra Capital Management
California
– -$7K -121 Closed
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