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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.

New
Increased
Maintained
Reduced
Closed
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 %
HighTower Advisors
151
HighTower Advisors
Illinois
$4.14M +$626K +9,749 +18%
LCM
152
LVM Capital Management
Michigan
$4.12M – – –
PWM
153
Praetorian Wealth Management
California
$4.09M -$381K -5,936 -9%
GT
154
Greenleaf Trust
Michigan
$3.88M – – –
AWMS
155
Advocacy Wealth Management Services
Georgia
$3.8M +$325K +5,060 +9%
TWM
156
Trinity Wealth Management
Pennsylvania
$3.78M +$50.2K +783 +1%
AF
157
Aldebaran Financial
$3.7M +$506K +7,891 +16%
GLA
158
Good Life Advisors
Pennsylvania
$3.68M +$219K +3,415 +6%
ASN
159
Advisory Services Network
Georgia
$3.6M +$126K +1,962 +4%
CA
160
CGN Advisors
Kansas
$3.46M -$50.7K -790 -1%
FPAS
161
Focus Partners Advisor Solutions
Missouri
$3.43M +$1.67M +26,034 +95%
Two Sigma Advisers
162
Two Sigma Advisers
New York
$3.37M +$956K +14,900 +40%
AR
163
Apeiron RIA
Texas
$3.35M +$21.9K +342 +0.7%
DI
164
DAGCO Inc
Ohio
$3.32M +$3.32M +51,779 New
JSL
165
JT Stratford LLC
Georgia
$3.31M -$191K -2,979 -5%
CFGF
166
Compass Financial Group (Florida)
Florida
$3.15M -$11.6K -181 -0.4%
TCM
167
TD Capital Management
Tennessee
$3.15M +$1.82M +28,323 +136%
OPS
168
Orion Portfolio Solutions
Nebraska
$3.07M -$49.1K -765 -2%
BCI
169
Brinker Capital Investments
Pennsylvania
$3.07M -$49.1K -765 -2%
WA
170
Win Advisors
Florida
$3.03M +$3.03M +47,165 New
GL
171
Graypoint LLC
New York
$3.01M +$479K +7,460 +19%
EFN
172
Equita Financial Network
Pennsylvania
$2.96M -$7.01M -109,262 -70%
SW
173
Simplicity Wealth
New Jersey
$2.96M +$2.62M +40,886 +787%
Citadel Advisors
174
Citadel Advisors
Florida
$2.9M +$2.9M +45,249 New
AWM
175
Avior Wealth Management
Nebraska
$2.89M +$489K +7,620 +20%
5 6
7
8 9