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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 %
Koshinski Asset Management
326
Koshinski Asset Management
Illinois
$748K +$15.7K +224 +2%
AIP
327
Ameritas Investment Partners
Nebraska
$739K +$45.4K +648 +7%
GAB
328
German American Bancorp
Indiana
$737K – – –
GWA
329
Gibson Wealth Advisors
Texas
$736K – – –
BFG
330
Berger Financial Group
Minnesota
$735K -$8.2K -117 -1%
HF
331
HRT Financial
New York
$733K +$733K +10,474 New
TYCC
332
Texas Yale Capital Corp
Florida
$732K – – –
SFM
333
Signet Financial Management
New Jersey
$730K +$280 +4 +0%
RWM
334
Ritholtz Wealth Management
New York
$724K -$519K -7,411 -42%
MWAM
335
Manhattan West Asset Management
California
$712K -$41.9K -598 -6%
WWM
336
Wiser Wealth Management
Georgia
$697K -$12.5K -178 -2%
OFP
337
OLIO Financial Planning
Virginia
$687K – – –
FMWA
338
Forvis Mazars Wealth Advisors
Missouri
$674K -$13.7K -195 -2%
BAM
339
Belpointe Asset Management
Nevada
$657K +$16.5K +235 +3%
PCMC
340
Private Capital Management (Colorado)
Colorado
$656K -$1.12M -15,974 -63%
PG
341
Patten Group
Tennessee
$653K +$350 +5 +0.1%
Jones Financial Companies
342
Jones Financial Companies
Missouri
$644K +$386K +5,538 +150%
WIM
343
WealthPlan Investment Management
Nebraska
$635K +$635K +9,066 New
CCMG
344
Clark Capital Management Group
Pennsylvania
$635K +$635K +9,057 New
USCWA
345
U.S. Capital Wealth Advisors
Texas
$634K – – –
MIM
346
Moseley Investment Management
Florida
$630K -$18.2K -260 -3%
VIM
347
Vista Investment Management
Pennsylvania
$629K -$4.41K -63 -0.7%
TPWM
348
Twelve Points Wealth Management
Massachusetts
$624K -$17K -243 -3%
CL
349
Choreo LLC
Illinois
$617K +$236K +3,391 +62%
SW
350
SlateStone Wealth
Florida
$617K – – –
12 13
14
15 16