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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

626 hedge funds and large institutions have $7.04B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 220 increasing their positions, 222 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+47
Holders Change %
+8.12%
% of All Funds
8.34%
Holding in Top 10
75
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+17.19%
% of All Funds
1%
New
90
Increased
220
Reduced
222
Closed
34
Calls
$636K
Puts
–
Net Calls
+$636K
Net Calls Change
-$65.8M

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
$104M
2
MWM
Modern Wealth Management
Kansas
$123M
3
VAMG
Voisard Asset Management Group
Michigan
$29.3M
4
KWM
Kingsview Wealth Management
Oregon
$22.8M
5
BIP
Blueprint Investment Partners
North Carolina
$73.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$248M
2
FEG
Financial Enhancement Group
Indiana
$2.37M
3
LPL Financial
LPL Financial
California
$600M
4
PS
Portfolio Strategies
New York
$29.8M
5
AC
AIFG Consultants
New York
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
576
Concord Wealth Partners
Virginia
$39.4K – – –
GIA
577
GHP Investment Advisors
Colorado
$34.7K +$71 +1 +0.2%
FWP
578
FAS Wealth Partners
Kansas
$34.3K – – –
SCA
579
Stuart Chaussee & Associates
California
$33.9K +$2.21K +31 +7%
FFA
580
Farther Finance Advisors
California
$33.1K +$31.1K +436 +1,557%
CP
581
Castleview Partners
Texas
$32.2K +$32.2K +452 New
HI
582
Human Investing
Oregon
$31.6K +$31.6K +443 New
GWSA
583
Global Wealth Strategies & Associates
Colorado
$31.2K – – –
WT
584
Washington Trust
Rhode Island
$29.4K – – –
OA
585
Operose Advisors
Wisconsin
$28K – – –
TFA
586
Toth Financial Advisory
Virginia
$26.9K – – –
CWM
587
Compass Wealth Management
Connecticut
$25K – – –
KBFS
588
Kohmann Bosshard Financial Services
Ohio
$23.5K +$23.5K +329 New
NWM
589
Nova Wealth Management
Florida
$23.4K +$23.4K +327 New
LC
590
Lindbrook Capital
California
$23.2K – – –
CWM
591
Centricity Wealth Management
Ohio
$22K +$22K +308 New
ACM
592
Anfield Capital Management
California
$21.9K +$4.85K +68 +28%
CSC
593
Caldwell Sutter Capital
California
$21.7K – – –
1IA
594
1620 Investment Advisors
Massachusetts
$19.6K -$6.21K -87 -24%
AWM
595
Abound Wealth Management
Tennessee
$19.2K +$71 +1 +0.4%
AG
596
AmeriFlex Group
Nevada
$18.7K +$18.7K +255 New
BCWM
597
Bartlett & Co Wealth Management
Ohio
$18.7K – – –
FIM
598
FWL Investment Management
Texas
$18.7K – – –
LIS
599
Legacy Investment Solutions
Idaho
$18.6K – – –
LWMI
600
Legacy Wealth Management (Idaho)
Idaho
$18.6K – – –
22 23
24
25 26