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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.

New
Increased
Maintained
Reduced
Closed
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 %
FIA
76
Foundations Investment Advisors
Arizona
$11.8M +$821K +12,791 +7%
UCFA
77
United Capital Financial Advisors
Texas
$11.7M -$1.59M -24,827 -12%
TB
78
Treynor Bancshares
Iowa
$11.7M +$55.9K +871 +0.5%
CAGAS
79
Capital Advisory Group Advisory Services
Minnesota
$11.4M +$42.8K +667 +0.4%
SPA
80
Sentinel Pension Advisors
Massachusetts
$11.4M -$347K -5,411 -3%
MML Investors Services
81
MML Investors Services
Massachusetts
$11.3M -$672K -10,482 -6%
SCA
82
Snowden Capital Advisors
New York
$10.7M -$8.07M -125,739 -43%
BAG
83
Bridgewealth Advisory Group
California
$10.7M -$606K -9,445 -5%
EIM
84
Ervin Investment Management
Washington
$10.7M +$24K +374 +0.2%
BL
85
Balentine LLC
Georgia
$10.5M -$8.99M -140,087 -46%
AIM
86
Astor Investment Management
Illinois
$10.5M -$13.5M -210,913 -56%
EK
87
Evensky & Katz
Florida
$10.4M -$373K -5,822 -3%
BFG
88
Beacon Financial Group
Texas
$10.3M -$736K -11,476 -7%
FEG
89
Financial Enhancement Group
Indiana
$10.2M +$6.38K +102 +0.1%
LFG
90
Larson Financial Group
Missouri
$9.92M -$619K -9,645 -6%
IRC
91
Investors Research Corp
Georgia
$9.88M -$367K -5,715 -4%
GSC
92
G&S Capital
Colorado
$9.65M +$599K +9,339 +7%
IF
93
IRON Financial
Illinois
$9.44M -$232K -3,613 -2%
AWA
94
Arete Wealth Advisors
Illinois
$9.3M +$290K +4,527 +3%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$9.29M +$451K +7,032 +5%
Creative Planning
96
Creative Planning
Kansas
$9.24M +$60K +936 +0.7%
ZF
97
Zhang Financial
Michigan
$8.7M +$4.32M +67,295 +99%
IWC
98
Integrated Wealth Concepts
Massachusetts
$8.51M -$3M -46,763 -26%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$8.46M -$487K -7,595 -5%
FDS
100
Freedom Day Solutions
Texas
$8.4M -$117K -1,819 -1%
2 3
4
5 6