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

551 hedge funds and large institutions have $4.78B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 188 increasing their positions, 206 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+46
Holders Change %
+9.11%
% of All Funds
8.08%
Holding in Top 10
69
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15%
% of All Funds
1.01%
New
80
Increased
188
Reduced
206
Closed
27
Calls
$4.9M
Puts
$164K
Net Calls
+$4.74M
Net Calls Change
+$551K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$137M
2
LPL Financial
LPL Financial
California
$513M
3
SPWG
Syntegra Private Wealth Group
Missouri
$76.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$172M
5
SFI
SPC Financial Inc
Maryland
$36.6M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$263M
2
Osaic Holdings
Osaic Holdings
Arizona
$77.5M
3
BCM
Brookstone Capital Management
Illinois
$1.54M
4
AF
Advisornet Financial
Minnesota
$9.76K
5
AWM
AE Wealth Management
Kansas
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
351
U.S. Capital Wealth Advisors
Texas
$529K – – –
CW
352
CreativeOne Wealth
Kansas
$524K -$30.3K -519 -5%
DWP
353
Destiny Wealth Partners
Florida
$517K -$3.27K -57 -0.6%
SW
354
SlateStone Wealth
Florida
$516K +$5.84K +100 +1%
RSWM
355
Robertson Stephens Wealth Management
California
$510K – – –
HSG
356
Helen Stephens Group
Texas
$510K -$14.4K -247 -3%
MOS
357
MGO One Seven
Ohio
$510K – – –
FZCM
358
Flynn Zito Capital Management
New York
$506K +$49K +839 +11%
CIAS
359
CFS Investment Advisory Services
New Jersey
$475K +$877 +15 +0.2%
SWM
360
Sanctuary Wealth Management
Idaho
$473K -$62.8K -1,075 -12%
BP
361
BCK Partners
New York
$473K -$19.1K -326 -4%
IWN
362
Independent Wealth Network
Iowa
$470K +$1.81K +31 +0.4%
PWM
363
Paulson Wealth Management
Illinois
$469K +$128K +2,186 +37%
NA
364
NewEdge Advisors
Louisiana
$468K +$378K +6,376 +420%
NWM
365
Napa Wealth Management
California
$466K +$466K +7,966 New
FHC
366
First Heartland Consultants
Missouri
$463K +$32.8K +560 +8%
CGF
367
Constant Guidance Financial
Massachusetts
$460K +$5.26K +90 +1%
Lido Advisors
368
Lido Advisors
California
$446K -$4.5K -77 -1%
IFPG
369
Intrepid Financial Planning Group
Indiana
$445K -$26.9K -460 -6%
NCM
370
Northwest Capital Management
Oregon
$443K +$410K +7,011 +1,252%
GF
371
Goodman Financial
Texas
$442K -$173K -2,967 -28%
PP
372
PrairieView Partners
Minnesota
$438K – – –
TFGT
373
TS Financial Group (TSFG)
Illinois
$436K – – –
RWM
374
Rockwood Wealth Management
Pennsylvania
$425K -$27.8K -475 -6%
DC
375
Davenport & Co
Virginia
$425K -$125K -2,132 -23%
13 14
15
16 17