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

627 hedge funds and large institutions have $7.05B 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, 223 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+47
Holders Change %
+8.1%
% of All Funds
8.35%
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
223
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 %
SFG
401
SNS Financial Group
Minnesota
$516K -$49.5K -693 -9%
GIA
402
Gladstone Institutional Advisory
Florida
$514K +$55.4K +775 +12%
BPWM
403
Badgley Phelps Wealth Managers
Washington
$507K +$507K +7,100 New
AAS
404
Avantax Advisory Services
Texas
$503K -$67K -938 -12%
CA
405
Crumly & Associates
Illinois
$503K – – –
SIMC
406
Squire Investment Management Company
Utah
$503K – – –
SIM
407
Synergy Investment Management
Florida
$502K +$502K +7,031 New
MWM
408
Mission Wealth Management
California
$502K +$214 +3 +0%
SWM
409
SpringVest Wealth Management
Texas
$495K +$495K +6,931 New
IFPG
410
Intrepid Financial Planning Group
Indiana
$490K -$51.8K -725 -10%
PP
411
PrairieView Partners
Minnesota
$484K -$49.9K -700 -9%
RCM
412
Raleigh Capital Management
North Carolina
$480K +$119K +1,672 +33%
HWM
413
Howard Wealth Management
Connecticut
$479K -$286 -4 -0.1%
FZCM
414
Flynn Zito Capital Management
New York
$475K -$8.86K -124 -2%
VPWA
415
Vestia Personal Wealth Advisors
Indiana
$470K -$16.6K -233 -3%
PCIA
416
Prime Capital Investment Advisors
Kansas
$468K -$3.43K -48 -0.7%
SP
417
Successful Portfolios
Florida
$466K +$16.4K +230 +4%
PWMG
418
Pinnacle Wealth Management Group
Michigan
$466K +$9.21K +129 +2%
KLI
419
Kelman-Lazarov Inc
Tennessee
$461K -$7.29K -102 -2%
BJL
420
Brighton Jones LLC
Washington
$460K +$1.57K +22 +0.3%
SWM
421
Sanctuary Wealth Management
Idaho
$456K -$24.6K -345 -5%
PNC Financial Services Group
422
PNC Financial Services Group
Pennsylvania
$449K – – –
GWSG
423
GPS Wealth Strategies Group
Colorado
$444K +$857 +12 +0.2%
KFGK
424
Keystone Financial Group (Kentucky)
Kentucky
$443K -$15.4K -215 -3%
FHC
425
First Heartland Consultants
Missouri
$442K -$17.1K -240 -4%
15 16
17
18 19