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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

562 hedge funds and large institutions have $5.08B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 170 increasing their positions, 248 reducing their positions, and 32 closing their positions.

Holders
562
Holders Change
+11
Holders Change %
+2%
% of All Funds
8.15%
Holding in Top 10
62
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.14%
% of All Funds
0.9%
New
56
Increased
170
Reduced
248
Closed
32
Calls
$8.37M
Puts
$6K
Net Calls
+$8.36M
Net Calls Change
+$3.62M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$179M
2
Ameriprise
2
Ameriprise
Minnesota
$101M
3
WA
3
Waverly Advisors
Alabama
$26M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$210M
5
PFA
5
Professional Financial Advisors
Nebraska
$94.5M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$125M
2
Morgan Stanley
2
Morgan Stanley
New York
$76.1M
3
FGAM
3
Financial Gravity Asset Management
Texas
$4.28M
4
SFI
4
SPC Financial Inc
Maryland
$299K
5
WAG
5
Winthrop Advisory Group
Massachusetts
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
51
Legacy Private Trust
Wisconsin
$20.9M +$72.7K +1,133 +0.3%
FF
52
Fox Financial
Pennsylvania
$20.9M -$317K -4,938 -1%
ACM
53
Advisors Capital Management
New Jersey
$20.5M +$4.19M +65,251 +26%
CPP
54
Capasso Planning Partners
South Carolina
$20.1M +$871K +13,575 +5%
CC
55
Callan Capital
California
$19.5M -$1.91M -29,706 -9%
GWM
56
Geneos Wealth Management
Colorado
$19.4M +$772K +12,035 +4%
EH
57
Equitable Holdings
New York
$19.3M +$1.36M +21,220 +8%
DC
58
Dorval Corp
Minnesota
$19.1M -$183K -2,943 -0.9%
AAS
59
Annex Advisory Services
Wisconsin
$18.8M -$401K -6,251 -2%
MCC
60
Money Concepts Capital
Florida
$18.3M -$2.89M -45,087 -14%
CFGSD
61
Compass Financial Group (South Dakota)
South Dakota
$17.7M -$456K -7,115 -3%
PA
62
Parallel Advisors
California
$17.5M -$750K -11,697 -4%
GLA
63
Great Lakes Advisors
Illinois
$17.3M -$32.4K -505 -0.2%
PFA
64
Pure Financial Advisors
California
$16.3M -$510K -7,957 -3%
JCM
65
Jacobi Capital Management
Pennsylvania
$15.5M -$351K -5,472 -2%
BW
66
BIP Wealth
Georgia
$15.3M -$666K -10,384 -4%
Mariner
67
Mariner
Kansas
$15.1M +$2.58M +40,209 +21%
AC
68
AIFG Consultants
New York
$13.8M +$212K +3,301 +2%
DWM
69
Dogwood Wealth Management
Kansas
$12.5M +$310K +4,829 +3%
SWM
70
Solano Wealth Management
California
$12.5M +$803K +12,512 +7%
Truist Financial
71
Truist Financial
North Carolina
$12.5M -$173K -2,696 -1%
FWI
72
Facet Wealth Inc
Maryland
$12.4M +$170K +2,677 +1%
IWP
73
IAG Wealth Partners
Wisconsin
$12.1M -$443K -6,899 -4%
RCS
74
Retirement Capital Strategies
California
$12.1M -$4.28M -66,790 -26%
Goldman Sachs
75
Goldman Sachs
New York
$12M -$25.9M -403,609 -68%
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