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

626 hedge funds and large institutions have $7.04B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 220 increasing their positions, 222 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+47
Holders Change %
+8.12%
% of All Funds
8.33%
Holding in Top 10
75
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+17.19%
% of All Funds
1%
New
90
Increased
220
Reduced
222
Closed
34
Calls
$636K
Puts
–
Net Calls
+$636K
Net Calls Change
-$65.8M

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
+$104M
2
MWM
Modern Wealth Management
Kansas
+$61.3M
3
VAMG
Voisard Asset Management Group
Michigan
+$28.7M
4
KWM
Kingsview Wealth Management
Oregon
+$22.3M
5
BIP
Blueprint Investment Partners
North Carolina
+$21M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$246M
2
FEG
Financial Enhancement Group
Indiana
-$45M
3
LPL Financial
LPL Financial
California
-$22.8M
4
PS
Portfolio Strategies
New York
-$10.4M
5
AC
AIFG Consultants
New York
-$8.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWS
376
Wellington Wealth Strategies
Indiana
$623K -$1.28M -17,293 -67%
MA
377
MONECO Advisors
Connecticut
$617K +$208K +2,913 +51%
MIM
378
Moseley Investment Management
Florida
$612K -$30.5K -427 -5%
GF
379
Goodman Financial
Texas
$609K -$4.43K -62 -0.7%
IWN
380
Independent Wealth Network
Iowa
$602K +$11.1K +155 +2%
TIAA Trust, National Association
381
TIAA Trust, National Association
North Carolina
$600K +$85.4K +1,195 +17%
CAM
382
Congress Asset Management
Massachusetts
$599K +$599K +8,383 New
CWM
383
Congress Wealth Management
Massachusetts
$599K +$599K +8,383 New
AWA
384
Arkadios Wealth Advisors
Georgia
$587K +$1.64K +23 +0.3%
JF
385
Jericho Financial
Ohio
$585K +$585K +8,189 New
AT
386
Arlington Trust
Alabama
$578K -$1.14K -16 -0.2%
TPWM
387
Twelve Points Wealth Management
Massachusetts
$573K -$62.8K -879 -10%
CL
388
Choreo LLC
Illinois
$573K -$63.9K -892 -10%
Comerica Bank
389
Comerica Bank
Texas
$572K +$78.1K +1,093 +16%
MOS
390
MGO One Seven
Ohio
$570K +$63.4K +888 +13%
DWP
391
Destiny Wealth Partners
Florida
$570K – – –
SA
392
Sanctuary Advisors
Indiana
$555K +$61.7K +836 +13%
RH
393
RFG Holdings
Texas
$550K – – –
BWMG
394
Barnes Wealth Management Group
California
$550K +$550K +7,701 New
PWM
395
Paulson Wealth Management
Illinois
$545K -$286 -4 -0.1%
CPA
396
Cardiff Park Advisors
California
$544K +$1.86K +26 +0.3%
WWP
397
Wise Wealth Partners
Arizona
$542K +$542K +7,589 New
AAS
398
Ameritas Advisory Services
Nebraska
$532K +$11.5K +161 +2%
LWMM
399
Legacy Wealth Management (Mississippi)
Mississippi
$529K +$27.1K +380 +5%
SFG
400
SNS Financial Group
Minnesota
$516K -$49.5K -693 -9%
14 15
16
17 18