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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 %
VF
401
Vawter Financial
Ohio
$366K -$3.39K -58 -0.9%
KWA
402
Kingswood Wealth Advisors
California
$365K – – –
RFN
403
RDA Financial Network
Iowa
$364K -$1.75K -30 -0.5%
O3W
404
Omni 360 Wealth
New Jersey
$364K +$364K +6,223 New
FC
405
Fusion Capital
South Carolina
$363K -$1.29K -22 -0.4%
CA
406
CoreCap Advisors
Michigan
$359K -$49.5K -847 -12%
FWP
407
Falcon Wealth Planning
California
$356K +$15.3K +262 +4%
HSWS
408
Higgins & Schmidt Wealth Strategies
Colorado
$355K +$355K +6,074 New
KFGK
409
Keystone Financial Group (Kentucky)
Kentucky
$355K +$80.5K +1,378 +29%
GM
410
GeoWealth Management
Illinois
$353K -$43.7K -750 -11%
PNC Financial Services Group
411
PNC Financial Services Group
Pennsylvania
$351K -$292 -5 -0.1%
MCWS
412
McKinley Carter Wealth Services
West Virginia
$350K – – –
VIM
413
Vista Investment Management
Pennsylvania
$349K +$23K +394 +7%
CIA
414
Capital Investment Advisors
Georgia
$348K +$34.4K +589 +11%
TSWM
415
Tyler-Stone Wealth Management
Ohio
$344K +$126K +2,158 +58%
SWA
416
Sightline Wealth Advisors
Connecticut
$343K +$4.85K +83 +1%
TWD
417
True Wealth Design
Ohio
$333K – – –
PCMC
418
Private Capital Management (Colorado)
Colorado
$333K +$126K +2,150 +61%
MWM
419
Modera Wealth Management
New Jersey
$330K – – –
IA
420
IFP Advisors
Florida
$325K -$101K -1,726 -24%
LA
421
Lifeworks Advisors
Michigan
$323K +$15.8K +270 +5%
LAS
422
Lloyd Advisory Services
Georgia
$323K +$323K +5,521 New
TI
423
Truepoint Inc
Ohio
$321K – – –
QWM
424
Quadcap Wealth Management
Texas
$320K +$320K +5,480 New
BFP
425
Brewster Financial Planning
New York
$308K -$10.5K -180 -3%
15 16
17
18 19