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

579 hedge funds and large institutions have $5.65B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 214 increasing their positions, 211 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+20
Holders Change %
+3.58%
% of All Funds
8.38%
Holding in Top 10
64
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.59%
% of All Funds
0.93%
New
48
Increased
214
Reduced
211
Closed
22
Calls
$66.5M
Puts
$49K
Net Calls
+$66.5M
Net Calls Change
+$65.7M

Top Buyers

1
RA
1
RFG Advisory
Alabama
$134M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$48.4M
3
WAG
3
Winthrop Advisory Group
Massachusetts
$32.1M
4
FEG
4
Financial Enhancement Group
Indiana
$33.6M
5
Wells Fargo
5
Wells Fargo
California
$70.8M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$246M
2
SFC
2
Strategic Financial Concepts
Texas
$1.14M
3
RIM
3
Rockbridge Investment Management
New York
$74.2M
4
Charles Schwab
4
Charles Schwab
California
$0
5
RI
5
Rinkey Investments
California
$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
251
Simplicity Wealth
New Jersey
$1.41M -$1.85M -26,394 -57%
JGIA
252
Jackson Grant Investment Advisers
Connecticut
$1.41M +$511K +7,296 +57%
WHG
253
Westwood Holdings Group
Texas
$1.39M – – –
TCM
254
Telos Capital Management
California
$1.39M -$21.4K -305 -2%
PWG
255
Private Wealth Group
Florida
$1.39M +$14.4K +206 +1%
Susquehanna International Group
256
Susquehanna International Group
Pennsylvania
$1.38M +$1.15M +16,474 +512%
SB
257
Strategic Blueprint
Georgia
$1.38M -$43.2K -617 -3%
SA
258
Stewardship Advisors
Pennsylvania
$1.38M – – –
AWM
259
Axxcess Wealth Management
California
$1.36M +$227K +3,241 +20%
WWA
260
WCG Wealth Advisors
Nevada
$1.35M +$2.8K +40 +0.2%
ADL
261
Asset Dedication LLC
California
$1.35M -$986K -14,079 -42%
FSA
262
Financial Sense Advisors
California
$1.34M +$221K +3,152 +20%
AWA
263
Alta Wealth Advisors
Massachusetts
$1.34M +$25.6K +365 +2%
TC
264
TownSquare Capital
Utah
$1.34M -$43.3K -618 -3%
MSAM
265
Moloney Securities Asset Management
Missouri
$1.31M -$41.6K -594 -3%
ASW
266
Astoria Strategic Wealth
Texas
$1.3M -$179K -2,552 -12%
LA
267
Lifeworks Advisors
Michigan
$1.3M +$938K +13,394 +261%
AWM
268
Apollon Wealth Management
South Carolina
$1.26M -$7.57K -108 -0.6%
VWM
269
VCI Wealth Management
Missouri
$1.26M -$303K -4,321 -19%
BEC
270
Blue Edge Capital
Virginia
$1.25M +$490 +7 +0%
RFP
271
Root Financial Partners
California
$1.25M +$943K +13,466 +305%
GT
272
Glenview Trust
Kentucky
$1.25M -$54K -771 -4%
RPSA
273
Richard P. Slaughter Associates
Texas
$1.25M +$37.7K +538 +3%
EWM
274
Echo Wealth Management
Minnesota
$1.24M -$376K -5,341 -23%
CAS
275
Coppell Advisory Solutions
Texas
$1.23M -$64.8K -928 -5%
9 10
11
12 13