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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 %
MFG
201
Merit Financial Group
Georgia
$1.98M -$74.1K -1,117 -4%
IPA
202
Investment Planning Advisors
Georgia
$1.98M +$1.98M +29,810 New
BOH
203
Bank of Hawaii
Hawaii
$1.96M -$48K -724 -2%
ACA
204
Aptus Capital Advisors
Alabama
$1.91M +$20K +301 +1%
SSWM
205
Sheets Smith Wealth Management
North Carolina
$1.91M +$124K +1,863 +7%
QC
206
Quent Capital
New York
$1.91M +$84.8K +1,278 +5%
FFA
207
Founders Financial Alliance
North Carolina
$1.88M -$59K -889 -3%
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$1.87M -$816K -12,295 -30%
WIM
209
Westside Investment Management
California
$1.86M +$1.59K +24 +0.1%
BCB
210
Brian C. Broderick
$1.86M – – –
WP
211
WealthPLAN Partners
Nebraska
$1.86M -$24.4K -368 -1%
TVAMP
212
Tennessee Valley Asset Management Partners
Tennessee
$1.84M +$154K +2,321 +9%
OPWM
213
Oakwell Private Wealth Management
Texas
$1.82M -$66 -1 -0%
NA
214
NewEdge Advisors
Louisiana
$1.79M +$1.13M +17,063 +171%
OFS
215
OneAscent Financial Services
Alabama
$1.79M +$31.7K +478 +2%
AFS
216
Annapolis Financial Services
Maryland
$1.77M -$13.3K -200 -0.7%
Stifel Financial
217
Stifel Financial
Missouri
$1.76M -$174K -2,626 -9%
NWM
218
Northwest Wealth Management
Iowa
$1.76M -$6.5K -98 -0.4%
BPA
219
Beacon Pointe Advisors
California
$1.75M +$597 +9 +0%
TCM
220
Towercrest Capital Management
Pennsylvania
$1.74M -$77.9K -1,174 -4%
WAS
221
Wealth Advisory Solutions
Indiana
$1.72M +$31.8K +480 +2%
SPC
222
Sigma Planning Corp
Michigan
$1.71M -$23.2K -350 -1%
PCMC
223
Private Capital Management (Colorado)
Colorado
$1.68M +$1.32M +19,892 +365%
CA
224
Claro Advisors
Massachusetts
$1.67M +$52.1K +785 +3%
WFP
225
Wrenne Financial Planning
Kentucky
$1.66M -$23.6K -356 -1%
7 8
9
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