SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

626 hedge funds and large institutions have $7.04B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 220 increasing their positions, 222 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+47
Holders Change %
+8.12%
% of All Funds
8.34%
Holding in Top 10
75
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+17.19%
% of All Funds
1%
New
90
Increased
220
Reduced
222
Closed
34
Calls
$636K
Puts
–
Net Calls
+$636K
Net Calls Change
-$65.8M

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$104M
2
MWM
2
Modern Wealth Management
Kansas
$123M
3
VAMG
3
Voisard Asset Management Group
Michigan
$29.3M
4
KWM
4
Kingsview Wealth Management
Oregon
$22.8M
5
BIP
5
Blueprint Investment Partners
North Carolina
$73.1M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$248M
2
FEG
2
Financial Enhancement Group
Indiana
$2.37M
3
LPL Financial
3
LPL Financial
California
$600M
4
PS
4
Portfolio Strategies
New York
$29.8M
5
AC
5
AIFG Consultants
New York
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
101
Arete Wealth Advisors
Illinois
$10.9M +$223K +3,121 +2%
FDS
102
Freedom Day Solutions
Texas
$10.8M +$126K +1,765 +1%
FWI
103
Facet Wealth Inc
Maryland
$10.6M -$1.34M -18,335 -11%
Goldman Sachs
104
Goldman Sachs
New York
$10.6M -$1.71M -24,001 -14%
IRC
105
Investors Research Corp
Georgia
$10.6M -$306K -4,285 -3%
EK
106
Evensky & Katz
Florida
$10.5M -$365K -5,110 -3%
BFG
107
Beacon Financial Group
Texas
$10.5M -$483K -6,766 -4%
PIA
108
Perennial Investment Advisors
California
$10.4M +$1.04M +14,510 +11%
SIAS
109
Summit Investment Advisory Services
Minnesota
$9.84M +$594K +8,315 +6%
B
110
Bensler
Washington
$9.67M +$1.07M +14,920 +12%
SFI
111
SPC Financial Inc
Maryland
$9.41M +$9.41M +131,705 New
IF
112
IRON Financial
Illinois
$9.38M -$184K -2,576 -2%
LFG
113
Larson Financial Group
Missouri
$9.18M -$792K -11,084 -8%
CFS
114
Cannon Financial Strategists
Georgia
$9.15M +$85.4K +1,195 +0.9%
TC
115
Trilogy Capital
California
$9.06M +$144K +2,020 +2%
XF
116
XML Financial
Maryland
$8.8M +$141K +1,969 +2%
KAS
117
Kestra Advisory Services
Texas
$8.71M +$38.9K +545 +0.4%
RFN
118
Redwood Financial Network
Ohio
$8.51M +$843K +11,800 +11%
IWM
119
IHT Wealth Management
Illinois
$8.42M +$662K +9,270 +9%
IWC
120
Integrated Wealth Concepts
Massachusetts
$8.32M +$174K +2,435 +2%
WWM
121
Western Wealth Management
Colorado
$8.11M -$144K -2,021 -2%
AI
122
Atria Investments
North Carolina
$7.5M +$1.62M +22,621 +27%
GRP
123
Global Retirement Partners
California
$7.47M +$412K +5,767 +6%
PFG
124
PAX Financial Group
Texas
$7.41M -$632K -8,845 -8%
FMP
125
Financial Management Professionals
Texas
$7.4M +$7.4M +103,618 New
3 4
5
6 7