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SPDR Portfolio S&P 1500 Composite Stock Market ETF
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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 %
BCM
226
Brookstone Capital Management
Illinois
$1.62M -$45.1K -662 -3%
MFA
227
McClarren Financial Advisors
Pennsylvania
$1.62M -$19M -23,373 -92%
PWM
228
Perigon Wealth Management
California
$1.61M -$23.1K -348 -1%
JWA
229
JFS Wealth Advisors
Pennsylvania
$1.56M +$15.7K +236 +1%
SWM
230
Seaside Wealth Management
California
$1.55M -$2.99K -45 -0.2%
BFG
231
Bleakley Financial Group
New Jersey
$1.55M -$39.2K -591 -2%
CPIG
232
Chicago Partners Investment Group
Illinois
$1.53M +$58.7K +883 +4%
AWMG
233
Alliance Wealth Management Group
New Jersey
$1.52M -$74K -1,116 -5%
EWM
234
Echo Wealth Management
Minnesota
$1.52M -$20.9K -315 -1%
PCA
235
Prosperity Capital Advisors
Ohio
$1.52M -$435K -6,557 -22%
VWM
236
VCI Wealth Management
Missouri
$1.48M +$510K +7,681 +53%
LWMG
237
Levy Wealth Management Group
Pennsylvania
$1.45M +$333K +5,012 +30%
Renaissance Technologies
238
Renaissance Technologies
New York
$1.45M -$936K -14,100 -39%
MFA
239
Morling Financial Advisors
California
$1.43M -$77.4K -1,167 -5%
EWA
240
EP Wealth Advisors
California
$1.43M -$11.3K -170 -0.8%
SG
241
Sharper & Granite
California
$1.42M -$130K -1,958 -8%
LWM
242
LJI Wealth Management
Indiana
$1.42M +$1.42M +21,426 New
WCWM
243
Wooster Corthell Wealth Management
Connecticut
$1.41M -$33.5K -505 -2%
ACM
244
Advance Capital Management
Michigan
$1.41M +$23K +347 +2%
ASW
245
Astoria Strategic Wealth
Texas
$1.4M -$85.8K -1,293 -6%
SFG
246
Sunburst Financial Group
Alabama
$1.4M -$24.9K -376 -2%
SCP
247
Stevens Capital Partners
Nebraska
$1.4M +$41.2K +621 +3%
CGFA
248
Colton Groome Financial Advisors
North Carolina
$1.37M +$141K +2,127 +11%
LA
249
LexAurum Advisors
Kansas
$1.37M -$33.4K -503 -2%
FWM
250
FMA Wealth Management
Massachusetts
$1.36M +$140K +2,108 +11%
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10
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