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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
7.71%
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 %
TPWM
326
Twelve Points Wealth Management
Massachusetts
$478K – – –
DC
327
Davenport & Co
Virginia
$474K +$221K +4,383 +87%
ACM
328
Armbruster Capital Management
New York
$473K -$13.4K -266 -3%
DWP
329
Destiny Wealth Partners
Florida
$472K – – –
LMKC
330
L.M. Kohn & Company
Ohio
$469K -$62.5K -1,240 -12%
FMWA
331
Forvis Mazars Wealth Advisors
Missouri
$469K -$22.7K -451 -5%
FZCM
332
Flynn Zito Capital Management
New York
$467K -$25.8K -512 -5%
AO
333
Advisor OS
Illinois
$466K +$466K +9,235 New
DA
334
Detalus Advisors
Missouri
$462K -$1.03M -20,482 -69%
RCM
335
Raleigh Capital Management
North Carolina
$461K +$222K +4,397 +93%
SW
336
SlateStone Wealth
Florida
$460K -$28K -555 -6%
PG
337
Patten Group
Tennessee
$459K -$1.87K -37 -0.4%
SFS
338
Sowell Financial Services
Arkansas
$459K -$61.8K -1,226 -12%
HWM
339
HB Wealth Management
Georgia
$455K -$46K -912 -9%
PWM
340
Perigon Wealth Management
California
$441K +$8.93K +177 +2%
RSWM
341
Robertson Stephens Wealth Management
California
$440K -$5.04K -100 -1%
ISWM
342
Independent Solutions Wealth Management
New York
$439K -$38.9K -771 -8%
FWP
343
Firethorn Wealth Partners
Georgia
$429K +$21.6K +423 +5%
GIA
344
Gladstone Institutional Advisory
Florida
$429K +$42K +833 +11%
IFPG
345
Intrepid Financial Planning Group
Indiana
$418K – – –
PTC
346
Private Trust Company
Ohio
$412K -$95.4K -1,891 -19%
BP
347
BCK Partners
New York
$409K +$21.5K +427 +6%
CIAS
348
CFS Investment Advisory Services
New Jersey
$409K +$5.04K +100 +1%
NP
349
NorthRock Partners
Minnesota
$407K +$14.9K +295 +4%
BJL
350
Brighton Jones LLC
Washington
$400K +$66.7K +1,323 +20%
12 13
14
15 16