SPTM icon

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 %
DWM
176
Dogwood Wealth Management
Kansas
$2.84M -$10.1M -152,572 -78%
HGERS
177
Householder Group Estate & Retirement Specialist
Arizona
$2.78M +$96.1K +1,449 +4%
AWM
178
AE Wealth Management
Kansas
$2.75M +$8.29K +125 +0.3%
FIA
179
Foundations Investment Advisors
Arizona
$2.74M -$9.45M -142,483 -78%
BSW
180
Buckingham Strategic Wealth
Missouri
$2.68M -$29.4K -443 -1%
AWG
181
Altus Wealth Group
Colorado
$2.66M -$27K -407 -1%
SWA
182
SFMG Wealth Advisors
Texas
$2.56M -$133K -2,004 -5%
PWH
183
Priebe Wealth Holdings
Minnesota
$2.54M +$68.7K +1,035 +3%
SFA
184
Sequoia Financial Advisors
Ohio
$2.48M +$66 +1 +0%
WAG
185
Winthrop Advisory Group
Massachusetts
$2.39M – – –
SFP
186
Strategic Financial Planning
Texas
$2.38M +$133 +2 +0%
AWS
187
Atria Wealth Solutions
New York
$2.3M -$248K -3,733 -10%
FWM
188
Fingerlakes Wealth Management
New York
$2.27M -$46K -694 -2%
FGAM
189
Financial Gravity Asset Management
Texas
$2.26M -$2.36M -35,605 -51%
RBC
190
Roble Belko & Company
Pennsylvania
$2.22M -$194K -2,929 -8%
FIM
191
Fernwood Investment Management
Massachusetts
$2.22M -$61.2K -923 -3%
ADL
192
Asset Dedication LLC
California
$2.21M -$5.44K -82 -0.2%
RMAM
193
Raab & Moskowitz Asset Management
New Jersey
$2.15M -$85.9K -1,295 -4%
Betterment LLC
194
Betterment LLC
New York
$2.12M +$219K +3,303 +12%
CWM
195
Cahill Wealth Management
Michigan
$2.11M +$472K +7,293 +29%
PFGIA
196
Patriot Financial Group Insurance Agency
Massachusetts
$2.06M -$65.7K -990 -3%
NAS
197
Nicolet Advisory Services
Wisconsin
$2.06M -$109K -1,589 -5%
WFA
198
Wade Financial Advisory
California
$2.06M +$199 +3 +0%
Thrivent Financial for Lutherans
199
Thrivent Financial for Lutherans
Minnesota
$2M – – –
LCGC
200
Legacy Capital Group California
California
$1.99M -$42.3K -637 -2%
6 7
8
9 10