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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

559 hedge funds and large institutions have $5.25B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 233 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
-3
Holders Change %
-0.53%
% of All Funds
8.13%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
0.92%
New
44
Increased
191
Reduced
233
Closed
38
Calls
$730K
Puts
–
Net Calls
+$730K
Net Calls Change
-$7.63M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$583M
2
MWM
2
Modern Wealth Management
Kansas
$58.8M
3
LPT
3
Legacy Private Trust
Wisconsin
$42.2M
4
BIP
4
Blueprint Investment Partners
North Carolina
$64.4M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$229M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$232M
2
MFA
2
McClarren Financial Advisors
Pennsylvania
$1.62M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$116M
4
DWM
4
Dogwood Wealth Management
Kansas
$2.84M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAG
76
Bridgewealth Advisory Group
California
$11.9M +$926K +13,952 +8%
SPA
77
Sentinel Pension Advisors
Massachusetts
$11.7M -$56.4K -850 -0.5%
UCFA
78
United Capital Financial Advisors
Texas
$11.5M -$639K -9,625 -5%
SCA
79
Snowden Capital Advisors
New York
$11.3M +$227K +3,427 +2%
EIM
80
Ervin Investment Management
Washington
$11M -$37.6K -566 -0.3%
FWI
81
Facet Wealth Inc
Maryland
$10.8M -$2.31M -34,765 -18%
GSC
82
G&S Capital
Colorado
$10.8M +$449K +6,549 +4%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$10.5M +$840K +12,649 +9%
BL
84
Balentine LLC
Georgia
$10.3M -$524K -7,892 -5%
EK
85
Evensky & Katz
Florida
$10.3M -$451K -6,799 -4%
BFG
86
Beacon Financial Group
Texas
$10.3M -$317K -4,782 -3%
FEG
87
Financial Enhancement Group
Indiana
$10.3M -$640K -9,633 -6%
IRC
88
Investors Research Corp
Georgia
$10.1M -$87.9K -1,325 -0.9%
HAS
89
HBW Advisory Services
California
$10.1M +$4.4M +66,247 +77%
ZF
90
Zhang Financial
Michigan
$10M +$1.04M +15,712 +12%
LFG
91
Larson Financial Group
Missouri
$9.81M -$447K -6,741 -4%
AWA
92
Arete Wealth Advisors
Illinois
$9.71M +$89.6K +1,350 +0.9%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$9.7M +$9.55M +142,974 +6,388%
FDS
94
Freedom Day Solutions
Texas
$9.69M +$994K +14,984 +11%
Creative Planning
95
Creative Planning
Kansas
$9.5M -$61K -919 -0.6%
AIM
96
Astor Investment Management
Illinois
$9.19M -$1.64M -24,778 -15%
IF
97
IRON Financial
Illinois
$9M -$761K -11,471 -8%
CAL
98
Capital Analysts LLC
Pennsylvania
$8.9M +$1.12M +16,822 +14%
IWC
99
Integrated Wealth Concepts
Massachusetts
$8.55M -$251K -3,782 -3%
CFS
100
Cannon Financial Strategists
Georgia
$8.42M -$115K -1,727 -1%
2 3
4
5 6