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

Top Sellers

1
HNB
Huntington National Bank
Ohio
$248M
2
FEG
Financial Enhancement Group
Indiana
$2.37M
3
LPL Financial
LPL Financial
California
$600M
4
PS
Portfolio Strategies
New York
$29.8M
5
AC
AIFG Consultants
New York
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICMP
151
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.65M -$3.29K -46 -0.1%
IP
152
Isthmus Partners
Wisconsin
$5.61M +$52.4K +734 +0.9%
HI
153
Harbour Investments
Wisconsin
$5.59M -$782K -10,941 -12%
RC
154
Roundview Capital
New Jersey
$5.52M +$250K +3,503 +5%
TA
155
TKG Advisors
Indiana
$5.44M +$111K +1,499 +2%
LCGC
156
Legacy Capital Group California
California
$5.43M +$1.2M +16,793 +28%
AWM
157
AE Wealth Management
Kansas
$5.38M +$1.65M +23,159 +44%
TCM
158
TD Capital Management
Tennessee
$5.26M +$859K +12,024 +19%
VAF
159
Values Added Financial
District of Columbia
$5.23M -$164K -2,300 -3%
AF
160
Aldebaran Financial
$5.02M +$221K +3,078 +5%
SF
161
Slagle Financial
Illinois
$4.85M -$227K -3,183 -4%
AWM
162
Austin Wealth Management
Texas
$4.81M -$47.3K -649 -1%
RBC
163
Roble Belko & Company
Pennsylvania
$4.81M -$183K -2,562 -4%
TWM
164
Trinity Wealth Management
Pennsylvania
$4.7M +$202K +2,827 +4%
BWA
165
Beam Wealth Advisors
Louisiana
$4.67M +$13.1K +183 +0.3%
Corient Private Wealth
166
Corient Private Wealth
Florida
$4.67M +$412K +5,762 +10%
PWA
167
Peterson Wealth Advisors
Utah
$4.58M -$440K -6,098 -9%
AWMS
168
Advocacy Wealth Management Services
Georgia
$4.49M – – –
DI
169
DAGCO Inc
Ohio
$4.48M +$947K +13,258 +27%
HighTower Advisors
170
HighTower Advisors
Illinois
$4.46M -$358K -5,008 -7%
ASN
171
Advisory Services Network
Georgia
$4.44M +$257K +3,596 +6%
JAG
172
Journey Advisory Group
Kentucky
$4.27M – – –
OIA
173
OneDigital Investment Advisors
Kansas
$4.23M -$76.4K -1,070 -2%
LCM
174
LVM Capital Management
Michigan
$4.23M -$248K -3,466 -6%
CA
175
CGN Advisors
Kansas
$4.2M -$44.5K -623 -1%
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