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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 Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$541M 8,429,880 -342,012 -4%
HNB
2
Huntington National Bank
Ohio
– – – –
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$210M 3,279,224 +342,595 +12%
PAG
4
Private Advisor Group
New Jersey
$193M 3,003,316 +2,806 +0.1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$179M 2,791,415 +1,775,492 +175%
VA
6
Valmark Advisers
Ohio
$151M 2,359,687 +70,129 +3%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$136M 2,113,076 +28,977 +1%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$125M 1,946,291 -2,556,772 -57%
Ameriprise
9
Ameriprise
Minnesota
$101M 1,579,566 +912,834 +137%
RIM
10
Rockbridge Investment Management
New York
$97.3M 1,516,850 +51,328 +4%
PFA
11
Professional Financial Advisors
Nebraska
$94.5M 1,472,501 +203,145 +16%
SFP
12
Shepherd Financial Partners
Massachusetts
$93.9M 1,463,619 +9,865 +0.7%
SPWG
13
Syntegra Private Wealth Group
Missouri
$85.9M 1,339,060 +34,641 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$81.9M 1,276,257 -49,082 -4%
RA
15
RFG Advisory
Alabama
$80.2M 1,250,690 +32,822 +3%
Morgan Stanley
16
Morgan Stanley
New York
$76.1M 1,185,788 -1,159,948 -49%
AWAG
17
ARS Wealth Advisors Group
Florida
$63.7M 993,069 +109,246 +12%
W
18
Wealthquest
Ohio
$63M 981,855 +42,158 +4%
AF
19
Allworth Financial
California
$56.7M 884,590 +22,449 +3%
KFP
20
Keener Financial Planning
Texas
$50.5M 786,504 +34,873 +5%
Bank of America
21
Bank of America
North Carolina
$50.2M 782,181 +146,328 +23%
FSG
22
Financial Strategies Group
Michigan
$49.6M 779,256 -107,805 -12%
BIP
23
Blueprint Investment Partners
North Carolina
$49.2M 767,440 -106,981 -12%
Wells Fargo
24
Wells Fargo
California
$46.4M 723,424 -352,610 -33%
WCAMG
25
Woodard & Company Asset Management Group
North Carolina
$45.2M 704,824 -14,627 -2%
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