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

464 hedge funds and large institutions have $3.59B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-3
Holders Change %
-0.64%
% of All Funds
7.34%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
0.92%
New
39
Increased
184
Reduced
171
Closed
35
Calls
$11.2M
Puts
$35.2M
Net Calls
-$24M
Net Calls Change
-$3.04M

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$95M
2
LPL Financial
2
LPL Financial
California
$411M
3
Ameriprise
3
Ameriprise
Minnesota
$48.7M
4
BFG
4
Barber Financial Group
Kansas
$82.9M
5
SWP
5
Stratos Wealth Partners
Ohio
$30M

Top Sellers

1
CI
1
Cigna Investments
Connecticut
$0
2
FQ
2
First Quadrant
California
$0
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$12.1M
4
ARC
4
Advisor Resource Council
Texas
$0
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$7.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
251
Laurel Wealth Advisors (California)
California
$895K -$513K -9,235 -36%
BF
252
BOK Financial
Oklahoma
$894K – – –
RWM
253
Rockwood Wealth Management
Pennsylvania
$880K -$177K -3,191 -17%
PWM
254
Penobscot Wealth Management
Maine
$870K -$3.06K -55 -0.4%
RCM
255
Raleigh Capital Management
North Carolina
$861K -$2.33K -42 -0.3%
LFP
256
Leeward Financial Partners
Washington
$857K +$2.72K +49 +0.3%
MOS
257
MGO One Seven
Ohio
$851K -$68.6K -1,234 -7%
ASW
258
Astoria Strategic Wealth
Texas
$849K +$29.2K +526 +4%
GL
259
Graypoint LLC
New York
$840K -$2.17K -39 -0.3%
NF
260
Nikulski Financial
Iowa
$837K +$118K +2,130 +16%
MWM
261
MBE Wealth Management
Wisconsin
$823K -$7.56K -136 -0.9%
FMI
262
F/M Investments
District of Columbia
$819K – – –
CWM
263
Cornerstone Wealth Management
Missouri
$812K -$2.49M -44,863 -75%
CPIG
264
Chicago Partners Investment Group
Illinois
$809K +$53.2K +1,099 +7%
CWM
265
Congress Wealth Management
Massachusetts
$798K -$83K -1,494 -9%
VWA
266
V Wealth Advisors
Kansas
$797K +$42K +755 +6%
BMD
267
Better Money Decisions
New Mexico
$792K -$371K -6,681 -32%
DHFB
268
Dixon Hubard Feinour & Brown
Virginia
$791K -$13.7K -247 -2%
DC
269
Davenport & Co
Virginia
$785K +$1.33K +24 +0.2%
Lido Advisors
270
Lido Advisors
California
$767K +$45K +810 +6%
CA
271
CoreCap Advisors
Michigan
$764K -$6K -108 -0.8%
SFM
272
Signet Financial Management
New Jersey
$754K -$44.1K -794 -6%
PTC
273
Private Trust Company
Ohio
$736K +$105K +1,883 +17%
GF
274
Goodman Financial
Texas
$734K -$15.7K -283 -2%
GVAG
275
Great Valley Advisor Group
Delaware
$713K -$49.5K -889 -6%
9 10
11
12 13