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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 %
RPGK
351
Retirement Planning Group (Kansas)
Kansas
$324K -$15.4K -278 -5%
AAS
352
Ameritas Advisory Services
Nebraska
$320K +$16.8K +302 +6%
JFA
353
JNBA Financial Advisors
Minnesota
$318K -$59.3K -1,069 -16%
FWP
354
Falcon Wealth Planning
California
$314K +$42.1K +757 +15%
IA
355
IFP Advisors
Florida
$313K +$238K +6,620 +316%
Cerity Partners
356
Cerity Partners
New York
$312K +$312K +5,608 New
VIM
357
Vista Investment Management
Pennsylvania
$309K -$50.6K -910 -14%
CHAM
358
Clear Harbor Asset Management
Connecticut
$306K – – –
RWA
359
Redhawk Wealth Advisors
Minnesota
$305K +$71.9K +1,295 +31%
CAAS
360
Capital Asset Advisory Services
Michigan
$303K +$19.8K +355 +7%
MSCM
361
McElhenny Sheffield Capital Management
Texas
$297K – – –
CCB
362
Country Club Bank
Missouri
$296K +$296K +5,256 New
GWS
363
Glassman Wealth Services
Virginia
$289K +$289K +5,203 New
GCA
364
Gradient Capital Advisors
California
$288K +$56 +1 +0%
OIM
365
Orca Investment Management
Oregon
$288K +$52.8K +949 +22%
S
366
SignatureFD
Georgia
$287K – – –
GWANC
367
Guardian Wealth Advisors (North Carolina)
North Carolina
$284K – – –
Kayne Anderson Rudnick Investment Management
368
Kayne Anderson Rudnick Investment Management
California
$284K – – –
CPWA
369
Cerro Pacific Wealth Advisors
California
$283K – – –
HWM
370
HB Wealth Management
Georgia
$281K – – –
FNBOO
371
First National Bank of Omaha
Nebraska
$281K – – –
PG
372
Prostatis Group
Maryland
$280K -$386K -6,952 -58%
GIA
373
Gladstone Institutional Advisory
Florida
$278K +$278K +4,999 New
BAM
374
Baldrige Asset Management
Pennsylvania
$275K – – –
YIH
375
Y-Intercept (HK)
Hong Kong
$274K +$274K +4,934 New
13 14
15
16 17