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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 %
GRP
126
Global Retirement Partners
California
$5.87M +$337K +5,259 +6%
MA
127
Mutual Advisors
Nebraska
$5.75M -$665K -10,368 -10%
XF
128
XML Financial
Maryland
$5.74M -$141K -2,193 -2%
CWM
129
Collaborative Wealth Management
Florida
$5.67M +$204K +3,178 +4%
SC
130
Savant Capital
Illinois
$5.61M -$143K -2,236 -2%
RJA
131
Raymond James & Associates
Florida
$5.45M -$165K -2,571 -3%
BIM
132
Breakwater Investment Management
Washington
$5.36M +$5.36M +83,497 New
SCM
133
Sterneck Capital Management
Missouri
$5.3M -$70.7K -1,102 -1%
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$5.17M +$3.78M +58,870 +271%
PWA
135
Peterson Wealth Advisors
Utah
$5.1M -$2.03M -31,684 -29%
HAS
136
HBW Advisory Services
California
$5.01M – – –
IP
137
Isthmus Partners
Wisconsin
$4.93M +$20.3K +317 +0.4%
ICMP
138
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.89M -$311K -4,843 -6%
VAF
139
Values Added Financial
District of Columbia
$4.87M -$234K -3,647 -5%
SF
140
Slagle Financial
Illinois
$4.66M -$5.08M -79,197 -52%
RC
141
Roundview Capital
New Jersey
$4.62M +$320K +4,983 +7%
ECM
142
Exchange Capital Management
Michigan
$4.45M +$358K +5,574 +9%
AWM
143
Austin Wealth Management
Texas
$4.31M -$135K -2,076 -3%
Corient Private Wealth
144
Corient Private Wealth
Florida
$4.29M -$288K -4,486 -6%
CWM
145
Cabot Wealth Management
Massachusetts
$4.28M +$247K +3,856 +6%
FGAM
146
Financial Gravity Asset Management
Texas
$4.28M -$44.6M -727,427 -91%
JAG
147
Journey Advisory Group
Kentucky
$4.26M -$56.2K -876 -1%
TA
148
TKG Advisors
Indiana
$4.24M +$633K +9,872 +18%
OIM
149
Orca Investment Management
Oregon
$4.23M +$16.6K +258 +0.4%
BG
150
Benedetti & Gucer
Georgia
$4.2M -$15.8K -246 -0.4%
4 5
6
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