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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 %
AO
176
Advisor OS
Illinois
$2.88M +$12K +187 +0.4%
MA
177
MJP Associates
Connecticut
$2.83M +$120K +1,866 +4%
AI
178
Atria Investments
North Carolina
$2.83M -$3.31M -51,546 -54%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$2.83M -$12.6K -197 -0.4%
OIA
180
OneDigital Investment Advisors
Kansas
$2.81M -$428K -6,672 -13%
Fidelity Investments
181
Fidelity Investments
Massachusetts
$2.68M +$478K +7,455 +22%
AWM
182
AE Wealth Management
Kansas
$2.65M -$12.5M -194,134 -82%
BSW
183
Buckingham Strategic Wealth
Missouri
$2.62M -$30.1K -469 -1%
SWA
184
SFMG Wealth Advisors
Texas
$2.6M -$120K -1,877 -4%
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$2.6M +$1.43M +22,314 +123%
AWG
186
Altus Wealth Group
Colorado
$2.59M +$2.59M +40,438 New
HGERS
187
Householder Group Estate & Retirement Specialist
Arizona
$2.59M +$84K +1,310 +3%
CAN
188
Cetera Advisor Networks
California
$2.59M -$50.8K -792 -2%
AWS
189
Atria Wealth Solutions
New York
$2.47M -$740K -11,538 -23%
SFA
190
Sequoia Financial Advisors
Ohio
$2.4M – – –
WAG
191
Winthrop Advisory Group
Massachusetts
$2.39M -$31.6M -431,628 -93%
PWH
192
Priebe Wealth Holdings
Minnesota
$2.39M -$30.8K -480 -1%
GVAG
193
Great Valley Advisor Group
Delaware
$2.34M -$98.3K -1,532 -4%
RBC
194
Roble Belko & Company
Pennsylvania
$2.33M -$10.5K -164 -0.4%
Renaissance Technologies
195
Renaissance Technologies
New York
$2.3M +$38.5K +600 +2%
SFP
196
Strategic Financial Planning
Texas
$2.3M -$321 -5 -0%
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
$2.26M +$157K +2,440 +7%
FWM
198
Fingerlakes Wealth Management
New York
$2.24M -$14K -219 -0.6%
ITB
199
Idaho Trust Bank
Idaho
$2.24M +$2.24M +34,841 New
FIM
200
Fernwood Investment Management
Massachusetts
$2.2M +$314K +4,894 +17%
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