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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 %
NS
626
NBC Securities
Alabama
$96 -$130K -1,354 -100%
DRP
627
Decker Retirement Planning
Utah
$71 +$71 +1 New
CSPIA
628
Cary Street Partners Investment Advisory
Virginia
– -$7.85M -112,114 Closed
Citadel Advisors
629
Citadel Advisors
Florida
– -$7.21M -102,951 Closed
Tudor Investment Corp
630
Tudor Investment Corp
Connecticut
– -$5.01M -71,462 Closed
Two Sigma Advisers
631
Two Sigma Advisers
New York
– -$2.26M -32,200 Closed
FIM
632
Fernwood Investment Management
Massachusetts
– -$1.88M -26,784 Closed
WP
633
WealthPLAN Partners
Nebraska
– -$1.51M -21,548 Closed
VWM
634
VCI Wealth Management
Missouri
– -$1.26M -17,924 Closed
DIM
635
DLK Investment Management
California
– -$762K -10,879 Closed
FTDI
636
First Trust Direct Indexing
Massachusetts
– -$761K -10,868 Closed
HF
637
HRT Financial
New York
– -$733K -10,474 Closed
CGF
638
Constant Guidance Financial
Massachusetts
– -$515K -7,354 Closed
DAS
639
Dynamic Advisor Solutions
Arizona
– -$489K -6,978 Closed
M&T Bank
640
M&T Bank
New York
– -$393K -5,610 Closed
GS
641
GTS Securities
New York
– -$276K -3,946 Closed
JC
642
JB Capital
Connecticut
– -$218K -3,110 Closed
SFPM
643
Sensible Financial Planning & Management
Massachusetts
– -$216K -3,084 Closed
FA
644
FSA Advisors
Michigan
– -$214K -3,079 Closed
HOWA
645
Heritage Oak Wealth Advisors
Florida
– -$210K -3,000 Closed
TSS
646
Two Sigma Securities
New York
– -$204K -2,917 Closed
MWC
647
MBM Wealth Consultants
Missouri
– -$202K -2,878 Closed
CCM
648
Chilton Capital Management
Texas
– -$106K -1,518 Closed
APC
649
Aspire Private Capital
North Carolina
– -$101K -1,437 Closed
PS
650
Planned Solutions
California
– -$79.1K -1,129 Closed
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