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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 %
CMP
601
Coston McIsaac & Partners
Maine
$18K – – –
MFT
602
Moisand Fitzgerald Tamayo
Florida
$17.9K – – –
IWM
603
IMG Wealth Management
Florida
$17.1K +$17.1K +239 New
PWMG
604
Private Wealth Management Group
New Jersey
$16.5K -$52.9K -741 -76%
PS
605
Principal Securities
Iowa
$16.4K -$2.28K -32 -12%
Bessemer Group
606
Bessemer Group
New Jersey
$16K -$248K -3,510 -94%
MMCM
607
Murphy & Mullick Capital Management
New York
$12.5K +$12.5K +175 New
AF
608
Advisornet Financial
Minnesota
$11.9K – – –
TWC
609
TD Waterhouse Canada
Ontario, Canada
$10.9K +$9.43K +132 +629%
TRCT
610
Tower Research Capital (TRC)
New York
$8.86K -$849K -11,891 -99%
CBT
611
Crews Bank & Trust
Florida
$8.79K +$8.79K +123 New
FRA
612
Front Row Advisors
California
$7.64K – – –
LFA
613
LGT Financial Advisors
Texas
$7.59K – – –
OC
614
Oakworth Capital
Alabama
$7.57K -$4.07K -57 -35%
TVWM
615
Tower View Wealth Management
Wisconsin
$7.17K – – –
OCM
616
Orion Capital Management
California
$5.71K +$5.71K +80 New
SPIA
617
Steward Partners Investment Advisory
New York
$5.29K – – –
DFA
618
DHJJ Financial Advisors
Illinois
$4.87K – – –
CPBTD
619
Central Pacific Bank - Trust Division
Hawaii
$4K – – –
SIS
620
Sound Income Strategies
Florida
$3.57K – – –
DWM
621
Darwin Wealth Management
Florida
$2.93K – – –
HCP
622
Hexagon Capital Partners
Arkansas
$2.86K – – –
BWL
623
Bogart Wealth LLC
Virginia
$2.57K – – –
CFD
624
Creative Financial Designs
Indiana
$1.53K -$799 -11 -34%
T
625
Transce3nd
Texas
$1.07K +$1.07K +15 New
23 24
25
26 27