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SPDR Portfolio S&P 1500 Composite Stock Market ETF
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Overview Fund Activity

482 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 184 increasing their positions, 181 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
7.72%
Holding in Top 10
59
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.67%
% of All Funds
0.94%
New
44
Increased
184
Reduced
181
Closed
33
Calls
$3.43M
Puts
$358K
Net Calls
+$3.08M
Net Calls Change
+$2.1M

Top Buyers

1
WCAMG
1
Woodard & Company Asset Management Group
North Carolina
$41.4M
2
Wells Fargo
2
Wells Fargo
California
$51.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$95.1M
4
M1FG
4
Mach-1 Financial Group
Arkansas
$11.6M
5
AIM
5
Astor Investment Management
Illinois
$25.2M

Top Sellers

1
SWM
1
SigFig Wealth Management
California
$0
2
PSCM
2
Per Stirling Capital Management
Texas
$0
3
FFG
3
Ford Financial Group
California
$291K
4
BHB
4
Bank Hapoalim BM
Israel
$0
5
MCC
5
Money Concepts Capital
Florida
$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPAM
226
Cary Street Partners Asset Management
Virginia
$1.18M +$129K +2,553 +12%
SFG
227
SNS Financial Group
Minnesota
$1.17M -$135K -2,674 -10%
WCWM
228
Wooster Corthell Wealth Management
Connecticut
$1.16M -$3.33K -66 -0.3%
AWMG
229
Alliance Wealth Management Group
New Jersey
$1.15M +$8.98K +178 +0.8%
FWM
230
FSA Wealth Management
Massachusetts
$1.15M -$40K -793 -3%
LA
231
LexAurum Advisors
Kansas
$1.15M -$33.7K -668 -3%
TCM
232
Telos Capital Management
California
$1.14M -$11.8K -233 -1%
MSAM
233
Moloney Securities Asset Management
Missouri
$1.13M -$92.3K -1,831 -8%
SHJ
234
Sharkey, Howes & Javer
Colorado
$1.13M +$1.13M +22,442 New
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$1.11M -$60.3K -1,195 -5%
SFC
236
Strategic Financial Concepts
Texas
$1.11M +$1.11M +21,936 New
FHC
237
First Heartland Consultants
Missouri
$1.1M -$171K -3,384 -13%
SG
238
Sharper & Granite
California
$1.09M -$88.7K -1,759 -8%
ZF
239
Zhang Financial
Michigan
$1.07M +$3.03K +60 +0.3%
Bank of New York Mellon
240
Bank of New York Mellon
New York
$1.06M -$17.4K -346 -2%
CPIG
241
Chicago Partners Investment Group
Illinois
$1.06M +$40.8K +804 +4%
LCWP
242
Legacy Capital Wealth Partners
Arkansas
$1.06M +$1.06M +21,000 New
GVAG
243
Great Valley Advisor Group
Delaware
$1.05M +$217K +4,306 +26%
SA
244
Stewardship Advisors
Pennsylvania
$1.04M -$10.3K -204 -1%
SB
245
Strategic Blueprint
Georgia
$1.03M -$98.7K -1,958 -9%
VWA
246
V Wealth Advisors
Kansas
$1.03M -$4.14K -82 -0.4%
ACM
247
Advance Capital Management
Michigan
$1.01M -$135K -2,677 -12%
FAIM
248
Financial Advocates Investment Management
Washington
$986K +$746K +14,786 +311%
SCP
249
Stevens Capital Partners
Nebraska
$981K +$10.5K +209 +1%
Citadel Advisors
250
Citadel Advisors
Florida
$976K -$3.66M -72,592 -79%
8 9
10
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