SPTM icon

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
1
RFG Advisory
Alabama
$134M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$48.4M
3
WAG
3
Winthrop Advisory Group
Massachusetts
$32.1M
4
FEG
4
Financial Enhancement Group
Indiana
$33.6M
5
Wells Fargo
5
Wells Fargo
California
$70.8M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$246M
2
SFC
2
Strategic Financial Concepts
Texas
$1.14M
3
RIM
3
Rockbridge Investment Management
New York
$74.2M
4
Charles Schwab
4
Charles Schwab
California
$0
5
RI
5
Rinkey Investments
California
$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
51
Advisors Capital Management
New Jersey
$24M -$2.72M -38,803 -10%
GWM
52
Geneos Wealth Management
Colorado
$23.4M +$838K +11,962 +4%
EH
53
Equitable Holdings
New York
$23.3M +$1.49M +21,217 +7%
AWA
54
Aquire Wealth Advisors
Utah
$22.7M -$373K -5,330 -2%
JCM
55
Jacobi Capital Management
Pennsylvania
$22.4M +$519K +7,412 +2%
FF
56
Fox Financial
Pennsylvania
$22.3M +$101K +1,446 +0.5%
RW
57
RVW Wealth
California
$21.6M -$690K -9,854 -3%
CC
58
Callan Capital
California
$20.9M -$189K -2,695 -0.9%
CPP
59
Capasso Planning Partners
South Carolina
$20.9M +$650K +9,284 +3%
AAS
60
Annex Advisory Services
Wisconsin
$19.8M -$376K -5,373 -2%
DC
61
Dorval Corp
Minnesota
$19.6M -$1.72M -25,004 -8%
MCC
62
Money Concepts Capital
Florida
$19.1M -$444K -6,333 -2%
Mariner
63
Mariner
Kansas
$18.8M +$2.15M +30,621 +13%
CFGSD
64
Compass Financial Group (South Dakota)
South Dakota
$18.6M -$352K -5,026 -2%
PA
65
Parallel Advisors
California
$18M -$127K -1,809 -0.7%
AIM
66
Astor Investment Management
Illinois
$17.4M +$7.72M +110,228 +80%
PFA
67
Pure Financial Advisors
California
$17M -$282K -4,027 -2%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$16M +$11M +156,445 +217%
BW
69
BIP Wealth
Georgia
$15.7M +$1.98M +28,243 +14%
GLA
70
Great Lakes Advisors
Illinois
$15.3M -$158K -2,254 -1%
CAL
71
Capital Analysts LLC
Pennsylvania
$13.7M +$4.26M +60,854 +45%
BAG
72
Bridgewealth Advisory Group
California
$13.5M +$930K +13,269 +7%
CAGAS
73
Capital Advisory Group Advisory Services
Minnesota
$13.2M +$279K +3,976 +2%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$12.8M +$4.46M +63,688 +54%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$12.6M +$1.58M +22,560 +14%
1 2
3
4 5