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

559 hedge funds and large institutions have $5.25B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 233 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
-3
Holders Change %
-0.53%
% of All Funds
8.13%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
0.92%
New
44
Increased
191
Reduced
233
Closed
38
Calls
$730K
Puts
–
Net Calls
+$730K
Net Calls Change
-$7.63M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$583M
2
MWM
2
Modern Wealth Management
Kansas
$58.8M
3
LPT
3
Legacy Private Trust
Wisconsin
$42.2M
4
BIP
4
Blueprint Investment Partners
North Carolina
$64.4M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$229M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$232M
2
MFA
2
McClarren Financial Advisors
Pennsylvania
$1.62M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$116M
4
DWM
4
Dogwood Wealth Management
Kansas
$2.84M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
426
WJ Wealth Management
Arizona
$310K -$133 -2 -0%
Qube Research & Technologies (QRT)
427
Qube Research & Technologies (QRT)
United Kingdom
$304K +$283K +4,261 +1,327%
PWM
428
Partnership Wealth Management
Maryland
$302K -$166K -2,503 -35%
BFP
429
Brewster Financial Planning
New York
$302K -$38K -572 -11%
FFM
430
Flagstone Financial Management
Nebraska
$302K – – –
FWM
431
Focused Wealth Management
New York
$297K -$4.98K -75 -2%
VFG
432
Victory Financial Group
Texas
$294K -$13.3K -200 -4%
DCM
433
Donaldson Capital Management
Indiana
$293K – – –
RFP
434
Root Financial Partners
California
$293K +$293K +4,409 New
GWS
435
Glassman Wealth Services
Virginia
$292K – – –
DC
436
Davenport & Co
Virginia
$288K – – –
RPGK
437
Retirement Planning Group (Kansas)
Kansas
$287K – – –
JWCA
438
J.W. Cole Advisors
Florida
$284K -$513K -7,726 -64%
GKWIM
439
Gerber Kawasaki Wealth & Investment Management
California
$278K +$929 +14 +0.3%
WCM
440
Washburn Capital Management
Florida
$277K – – –
DWM
441
Dechtman Wealth Management
Colorado
$273K +$929 +14 +0.3%
HSG
442
Helen Stephens Group
Texas
$270K -$77.7K -1,171 -22%
PFP
443
Paragon Financial Partners
California
$269K +$730 +11 +0.3%
OGF
444
Orin Green Financial
California
$262K +$262K +3,955 New
TFGT
445
TS Financial Group (TSFG)
Illinois
$261K +$66 +1 +0%
PGFC
446
Peapack-Gladstone Financial Corp
New Jersey
$257K -$1.66K -25 -0.6%
Baird Financial Group
447
Baird Financial Group
Wisconsin
$255K – – –
CHAM
448
Clear Harbor Asset Management
Connecticut
$253K – – –
LWMM
449
Legacy Wealth Management (Mississippi)
Mississippi
$251K – – –
OWA
450
One Wealth Advisors
California
$247K – – –
16 17
18
19 20