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 %
CFS
101
Cannon Financial Strategists
Georgia
$8.89M +$5.33K +76 +0.1%
TC
102
Trilogy Capital
California
$8.74M +$660K +9,420 +8%
KAS
103
Kestra Advisory Services
Texas
$8.51M +$919K +13,114 +12%
XF
104
XML Financial
Maryland
$8.47M +$2.29M +32,724 +37%
B
105
Bensler
Washington
$8.44M +$735K +10,493 +10%
WWM
106
Western Wealth Management
Colorado
$8.1M +$755K +10,772 +10%
IWC
107
Integrated Wealth Concepts
Massachusetts
$7.99M -$1.04M -14,893 -12%
PFG
108
PAX Financial Group
Texas
$7.89M -$627K -8,944 -7%
CSPIA
109
Cary Street Partners Investment Advisory
Virginia
$7.85M -$111K -1,590 -1%
IWM
110
IHT Wealth Management
Illinois
$7.61M +$300K +4,282 +4%
RFN
111
Redwood Financial Network
Ohio
$7.52M +$519K +7,402 +7%
SWM
112
SFG Wealth Management
Maryland
$7.38M -$15.1K -216 -0.2%
Citadel Advisors
113
Citadel Advisors
Florida
$7.21M +$7.21M +102,951 New
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$7.21M +$336K +4,803 +5%
GRP
115
Global Retirement Partners
California
$6.92M +$399K +5,692 +6%
FL
116
FreeGulliver LLC
Louisiana
$6.65M -$12.4K -177 -0.2%
KW
117
KWB Wealth
California
$6.6M +$90.2K +1,360 +1%
FHA
118
Flagship Harbor Advisors
Massachusetts
$6.58M +$6.58M +93,962 New
TB
119
Treynor Bancshares
Iowa
$6.57M -$669K -9,554 -9%
CIG
120
Cascade Investment Group
Colorado
$6.53M +$78.5K +1,121 +1%
CWM
121
Collaborative Wealth Management
Florida
$6.43M +$250K +3,571 +4%
SC
122
Savant Capital
Illinois
$6.38M -$324K -4,629 -5%
TWP
123
Tempus Wealth Planning
California
$6.38M +$21.6K +308 +0.3%
SCM
124
Sterneck Capital Management
Missouri
$6.27M +$592K +8,451 +10%
BIM
125
Breakwater Investment Management
Washington
$6.27M +$410K +5,849 +7%
3 4
5
6 7