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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 %
RSWM
351
Robertson Stephens Wealth Management
California
$612K – – –
Envestnet Portfolio Solutions
352
Envestnet Portfolio Solutions
Illinois
$603K +$35.7K +510 +6%
GF
353
Goodman Financial
Texas
$601K +$10.2K +146 +2%
Bank of New York Mellon
354
Bank of New York Mellon
New York
$600K +$220K +3,141 +58%
VAMG
355
Voisard Asset Management Group
Michigan
$595K +$595K +8,494 New
DC
356
Davenport & Co
Virginia
$592K +$288K +4,109 +95%
DC
357
Darrow Company
Massachusetts
$583K -$490 -7 -0.1%
IWN
358
Independent Wealth Network
Iowa
$579K -$24.2K -346 -4%
AWA
359
Arkadios Wealth Advisors
Georgia
$574K -$38.4K -548 -6%
CCM
360
Crew Capital Management
Ohio
$568K +$46K +657 +9%
AT
361
Arlington Trust
Alabama
$568K +$568K +8,111 New
FCM
362
Fourpath Capital Management
Oklahoma
$561K +$231K +3,304 +70%
AAS
363
Avantax Advisory Services
Texas
$560K +$61.5K +878 +12%
DWP
364
Destiny Wealth Partners
Florida
$559K -$35.2K -503 -6%
SFG
365
SNS Financial Group
Minnesota
$554K -$69.1K -987 -11%
BP
366
BCK Partners
New York
$554K +$10.7K +153 +2%
RH
367
RFG Holdings
Texas
$540K – – –
PWM
368
Paulson Wealth Management
Illinois
$534K – – –
CPA
369
Cardiff Park Advisors
California
$532K +$1.68K +24 +0.3%
IFPG
370
Intrepid Financial Planning Group
Indiana
$532K – – –
KWM
371
Kingsview Wealth Management
Oregon
$525K +$140K +2,003 +36%
PP
372
PrairieView Partners
Minnesota
$524K – – –
WOSD
373
WFA of San Diego
California
$520K -$18.9K -270 -4%
HIP
374
HUB Investment Partners
Texas
$516K -$44.1K -629 -8%
CGF
375
Constant Guidance Financial
Massachusetts
$515K -$27.7K -395 -5%
13 14
15
16 17