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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 %
Two Sigma Advisers
126
Two Sigma Advisers
New York
$5.75M +$2.26M +34,100 +65%
CWM
127
Cabot Wealth Management
Massachusetts
$5.65M +$1.22M +18,393 +28%
RJA
128
Raymond James & Associates
Florida
$5.57M -$69.6K -1,049 -1%
BIM
129
Breakwater Investment Management
Washington
$5.55M +$5.18K +78 +0.1%
SCM
130
Sterneck Capital Management
Missouri
$5.38M -$103K -1,545 -2%
IP
131
Isthmus Partners
Wisconsin
$5.17M +$72.7K +1,096 +1%
VAF
132
Values Added Financial
District of Columbia
$5.03M -$5.37K -81 -0.1%
ICMP
133
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.02M -$34.4K -519 -0.7%
ECM
134
Exchange Capital Management
Michigan
$4.93M +$326K +4,909 +7%
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$4.86M -$490K -7,378 -9%
PWA
136
Peterson Wealth Advisors
Utah
$4.78M -$493K -7,429 -9%
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$4.78M -$1.44M -21,737 -23%
Corient Private Wealth
138
Corient Private Wealth
Florida
$4.76M +$319K +4,809 +7%
TA
139
TKG Advisors
Indiana
$4.73M +$338K +5,100 +8%
SF
140
Slagle Financial
Illinois
$4.71M -$112K -1,687 -2%
RC
141
Roundview Capital
New Jersey
$4.62M -$157K -2,360 -3%
AWM
142
Austin Wealth Management
Texas
$4.51M -$543 -8 -0%
OIM
143
Orca Investment Management
Oregon
$4.46M +$89.8K +1,353 +2%
AF
144
Aldebaran Financial
$4.4M +$565K +8,517 +15%
JAG
145
Journey Advisory Group
Kentucky
$4.39M -$22.4K -338 -0.5%
BWA
146
Beam Wealth Advisors
Louisiana
$4.35M +$4.35M +65,628 New
HighTower Advisors
147
HighTower Advisors
Illinois
$4.27M -$5.38K -81 -0.1%
ST
148
Sentinel Trust
Texas
$4.2M -$3.44M -51,900 -45%
TWM
149
Trinity Wealth Management
Pennsylvania
$4.18M +$272K +4,099 +7%
LCM
150
LVM Capital Management
Michigan
$4.16M -$98.5K -1,485 -2%
4 5
6
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