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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 %
RMAM
201
Raab & Moskowitz Asset Management
New Jersey
$2.16M -$224K -3,492 -9%
ADL
202
Asset Dedication LLC
California
$2.15M -$4.18K -65 -0.2%
PFGIA
203
Patriot Financial Group Insurance Agency
Massachusetts
$2.06M -$26.4K -412 -1%
CA
204
Cetera Advisors
Colorado
$2.04M +$1.04M +16,205 +104%
NAS
205
Nicolet Advisory Services
Wisconsin
$2.02M -$184K -2,892 -8%
WFA
206
Wade Financial Advisory
California
$1.99M -$17.1K -266 -0.9%
LCGC
207
Legacy Capital Group California
California
$1.96M -$2.31M -35,965 -54%
BOH
208
Bank of Hawaii
Hawaii
$1.95M -$9.49K -148 -0.5%
MFG
209
Merit Financial Group
Georgia
$1.94M -$51.8K -826 -3%
Thrivent Financial for Lutherans
210
Thrivent Financial for Lutherans
Minnesota
$1.94M – – –
PCA
211
Prosperity Capital Advisors
Ohio
$1.89M -$506K -7,885 -21%
FFA
212
Founders Financial Alliance
North Carolina
$1.87M +$1.87M +29,193 New
Stifel Financial
213
Stifel Financial
Missouri
$1.87M -$30.5K -475 -2%
SAW
214
Signal Advisors Wealth
Michigan
$1.84M -$800K -12,472 -30%
Betterment LLC
215
Betterment LLC
New York
$1.83M +$1.24M +19,387 +211%
ACA
216
Aptus Capital Advisors
Alabama
$1.83M +$365K +5,683 +25%
WWS
217
Wellington Wealth Strategies
Indiana
$1.83M -$1.85M -28,787 -50%
WP
218
WealthPLAN Partners
Nebraska
$1.82M +$101K +1,579 +6%
WIM
219
Westside Investment Management
California
$1.8M -$6.8K -106 -0.4%
BCB
220
Brian C. Broderick
$1.8M -$64.2K -1,000 -3%
QC
221
Quent Capital
New York
$1.77M -$91.9K -1,432 -5%
FWM
222
Foguth Wealth Management
Michigan
$1.77M +$1.77M +27,555 New
OPWM
223
Oakwell Private Wealth Management
Texas
$1.76M -$23.8K -371 -1%
TCM
224
Towercrest Capital Management
Pennsylvania
$1.76M -$68.7K -1,071 -4%
SSWM
225
Sheets Smith Wealth Management
North Carolina
$1.73M -$15.6K -243 -0.9%
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9
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