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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 %
FHA
276
First Horizon Advisors
Tennessee
$1.22M – – –
BSTWA
277
Blake Schutter Theil Wealth Advisors
Ohio
$1.19M +$1.19M +16,988 New
ATPW
278
Ashton Thomas Private Wealth
Arizona
$1.19M -$4.2K -60 -0.4%
BBHC
279
Brown Brothers Harriman & Co
New York
$1.18M – – –
PCP
280
Proficio Capital Partners
Massachusetts
$1.17M – – –
SFC
281
Strategic Financial Concepts
Texas
$1.14M -$74.2M -1,059,410 -98%
IA
282
Insight Advisors
Pennsylvania
$1.12M +$31.1K +444 +3%
LFP
283
Leeward Financial Partners
Washington
$1.12M +$3.64K +52 +0.3%
PTC
284
Private Trust Company
Ohio
$1.11M -$17.6K -251 -2%
SPI
285
Sutton Place Investors
New York
$1.08M – – –
LCWP
286
Legacy Capital Wealth Partners
Arkansas
$1.08M +$481K +6,868 +81%
WFPG
287
Waller Financial Planning Group
Ohio
$1.06M -$18.2K -260 -2%
Lido Advisors
288
Lido Advisors
California
$1.05M +$515K +7,345 +96%
LMKC
289
L.M. Kohn & Company
Ohio
$1.04M +$145K +2,075 +16%
BWP
290
Bernardo Wealth Planning
Pennsylvania
$1.03M -$20.1K -282 -2%
NF
291
Nikulski Financial
Iowa
$1.01M +$6.66K +95 +0.7%
NP
292
NorthRock Partners
Minnesota
$991K +$70 +1 +0%
PWM
293
Penobscot Wealth Management
Maine
$983K +$15.1K +216 +2%
Renaissance Technologies
294
Renaissance Technologies
New York
$960K -$567K -8,100 -37%
TF
295
TLWM Financial
Texas
$949K -$75.8K -1,082 -7%
JWCA
296
J.W. Cole Advisors
Florida
$935K +$635K +9,070 +212%
PWM
297
Prentice Wealth Management
New York
$934K -$15.5K -221 -2%
PCMC
298
Planning Capital Management Corporation
Pennsylvania
$922K -$57.2K -817 -6%
VCM
299
Virtue Capital Management
Tennessee
$902K -$83.4K -1,191 -8%
RMF
300
Red Mountain Financial
Colorado
$893K +$62.9K +898 +8%
10 11
12
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