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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 %
SIAS
101
Summit Investment Advisory Services
Minnesota
$8.26M -$119K -1,859 -1%
CFS
102
Cannon Financial Strategists
Georgia
$8.25M -$142K -2,216 -2%
PIA
103
Perennial Investment Advisors
California
$8.23M -$596K -9,289 -7%
PFG
104
PAX Financial Group
Texas
$8.12M -$718K -11,196 -8%
CSPIA
105
Cary Street Partners Investment Advisory
Virginia
$7.85M -$1.09M -17,019 -12%
CAL
106
Capital Analysts LLC
Pennsylvania
$7.53M -$851K -13,266 -10%
Two Sigma Investments
107
Two Sigma Investments
New York
$7.42M +$1.58M +24,600 +27%
ST
108
Sentinel Trust
Texas
$7.39M -$1.27M -19,863 -15%
IWM
109
IHT Wealth Management
Illinois
$7.23M -$415K -6,467 -5%
FMP
110
Financial Management Professionals
Texas
$6.96M -$7.76K -121 -0.1%
KAS
111
Kestra Advisory Services
Texas
$6.9M -$945K -14,729 -12%
B
112
Bensler
Washington
$6.67M +$150K +2,332 +2%
SWM
113
SFG Wealth Management
Maryland
$6.62M -$554K -8,632 -8%
FHA
114
Flagship Harbor Advisors
Massachusetts
$6.48M +$85.4K +1,331 +1%
TC
115
Trilogy Capital
California
$6.4M +$261K +4,071 +4%
WWM
116
Western Wealth Management
Colorado
$6.39M +$287K +4,470 +5%
KW
117
KWB Wealth
California
$6.3M -$368K -5,733 -6%
UBS Group
118
UBS Group
Switzerland
$6.19M -$1.12M -17,416 -15%
TWP
119
Tempus Wealth Planning
California
$6.06M -$171K -2,662 -3%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$6.03M +$370K +5,772 +7%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$6.02M +$3.37M +52,554 +128%
WAM
122
WNY Asset Management
New York
$5.99M -$161K -2,507 -3%
RFN
123
Redwood Financial Network
Ohio
$5.93M +$990K +15,437 +20%
CIG
124
Cascade Investment Group
Colorado
$5.91M +$44K +686 +0.8%
HI
125
Harbour Investments
Wisconsin
$5.88M +$1.69M +26,344 +40%
3 4
5
6 7