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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 %
FFA
576
Farther Finance Advisors
California
$1.96K +$701 +10 +56%
TWC
577
TD Waterhouse Canada
Ontario, Canada
$1.46K – – –
KIG
578
Kessler Investment Group
Indiana
$560 – – –
RWA
579
Redmont Wealth Advisors
Illinois
$560 – – –
CMP
580
Coston McIsaac & Partners
Maine
$18 – – –
Charles Schwab
581
Charles Schwab
California
– -$29.8M -448,840 Closed
OFS
582
OneAscent Financial Services
Alabama
– -$1.79M -26,908 Closed
WEG
583
World Equity Group
Illinois
– -$1.13M -17,033 Closed
FTUS
584
Flow Traders U.S.
New York
– -$654K -9,854 Closed
KWA
585
Kingswood Wealth Advisors
California
– -$389K -5,863 Closed
Fisher Asset Management
586
Fisher Asset Management
Washington
– -$358K -5,393 Closed
TWD
587
True Wealth Design
Ohio
– -$357K -5,383 Closed
FPCP
588
Fort Point Capital Partners
California
– -$244K -3,679 Closed
VAS
589
Valicenti Advisory Services
New York
– -$207K -3,125 Closed
LRWA
590
Long Run Wealth Advisors
New York
– -$206K -3,108 Closed
GI
591
Gradient Investments
Minnesota
– -$66.9K -1,009 Closed
CBT
592
Central Bank & Trust
Kentucky
– -$17.4K -262 Closed
RIA
593
Realta Investment Advisors
Delaware
– -$13.9K -209 Closed
CPG
594
Cornerstone Planning Group
New Jersey
– -$10.8K -170 Closed
FLPIM
595
F.L. Putnam Investment Management
Massachusetts
– -$9.36K -141 Closed
EWA
596
EverSource Wealth Advisors
Alabama
– -$7.22K -107 Closed
OCM
597
Orion Capital Management
California
– -$5.31K -80 Closed
KFS
598
Kelly Financial Services
Massachusetts
– -$4.55K -69 Closed
TWP
599
Triad Wealth Partners
Kansas
– -$4.25K -64 Closed
PP
600
Pacifica Partners
Canada
– -$3.49K -52 Closed
21 22 23
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