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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
RFG Advisory
Alabama
$134M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$48.4M
3
WAG
Winthrop Advisory Group
Massachusetts
$32.1M
4
FEG
Financial Enhancement Group
Indiana
$33.6M
5
Wells Fargo
Wells Fargo
California
$70.8M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$246M
2
SFC
Strategic Financial Concepts
Texas
$1.14M
3
RIM
Rockbridge Investment Management
New York
$74.2M
4
Charles Schwab
Charles Schwab
California
$0
5
RI
Rinkey Investments
California
$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
401
Sightline Wealth Advisors
Connecticut
$436K +$56.8K +810 +15%
RFN
402
RDA Financial Network
Iowa
$436K – – –
GWSG
403
GPS Wealth Strategies Group
Colorado
$434K -$20.8K -297 -5%
FIA
404
Foundations Investment Advisors
Arizona
$430K -$2.46M -35,119 -85%
FC
405
Fusion Capital
South Carolina
$429K +$1.47K +21 +0.3%
HSWS
406
Higgins & Schmidt Wealth Strategies
Colorado
$426K – – –
QWM
407
Quadcap Wealth Management
Texas
$424K +$2.38K +34 +0.6%
T. Rowe Price Associates
408
T. Rowe Price Associates
Maryland
$420K +$420K +5,983 New
OSAM
409
O'Shaughnessy Asset Management
Connecticut
$415K – – –
VWM
410
Vigilare Wealth Management
Arizona
$412K -$6.94K -99 -2%
MCWS
411
McKinley Carter Wealth Services
West Virginia
$411K -$3.78K -54 -0.9%
VF
412
Vawter Financial
Ohio
$408K – – –
RWM
413
Rockwood Wealth Management
Pennsylvania
$404K – – –
IA
414
IFP Advisors
Florida
$402K +$420 +6 +0.1%
MA
415
MONECO Advisors
Connecticut
$402K +$23.7K +338 +6%
TI
416
Truepoint Inc
Ohio
$398K +$13K +186 +3%
CIA
417
Capital Investment Advisors
Georgia
$397K -$10.5K -150 -3%
MWM
418
Modera Wealth Management
New Jersey
$395K -$560 -8 -0.1%
M&T Bank
419
M&T Bank
New York
$393K -$136K -1,940 -26%
NCM
420
Northwest Capital Management
Oregon
$393K +$70 +1 +0%
AWA
421
ARQ Wealth Advisors
Arizona
$390K -$24.7K -359 -6%
GWP
422
Gateway Wealth Partners
Wisconsin
$382K -$40K -571 -9%
FWP
423
Firethorn Wealth Partners
Georgia
$378K +$3.78K +54 +1%
CIAS
424
CFS Investment Advisory Services
New Jersey
$378K -$76.1K -1,086 -17%
HGWM
425
Horst & Graben Wealth Management
Oregon
$376K +$26.7K +381 +8%
15 16
17
18 19