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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
1
RFG Advisory
Alabama
$134M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$48.4M
3
WAG
3
Winthrop Advisory Group
Massachusetts
$32.1M
4
FEG
4
Financial Enhancement Group
Indiana
$33.6M
5
Wells Fargo
5
Wells Fargo
California
$70.8M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$246M
2
SFC
2
Strategic Financial Concepts
Texas
$1.14M
3
RIM
3
Rockbridge Investment Management
New York
$74.2M
4
Charles Schwab
4
Charles Schwab
California
$0
5
RI
5
Rinkey Investments
California
$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
426
CacheTech Inc
Utah
$370K +$29.3K +418 +9%
AWM
427
Adams Wealth Management
Utah
$370K +$29.3K +418 +9%
FWP
428
Falcon Wealth Planning
California
$368K -$26.8K -383 -7%
CCB
429
Country Club Bank
Missouri
$367K – – –
Kayne Anderson Rudnick Investment Management
430
Kayne Anderson Rudnick Investment Management
California
$358K – – –
CSPAM
431
Cary Street Partners Asset Management
Virginia
$357K -$54.4K -777 -13%
RCM
432
Raleigh Capital Management
North Carolina
$354K +$155K +2,214 +78%
PWM
433
Partnership Wealth Management
Maryland
$340K +$21K +300 +7%
FFWM
434
Future Financial Wealth Management
Ohio
$337K – – –
WBCM
435
Wilson & Boucher Capital Management
California
$336K – – –
GCA
436
Gradient Capital Advisors
California
$333K – – –
FAIM
437
Financial Advocates Investment Management
Washington
$331K -$226K -3,246 -41%
BFA
438
Beaumont Financial Advisors
Massachusetts
$329K – – –
JBA
439
Johnson Bixby & Associates
Washington
$328K -$26.3K -375 -7%
WWM
440
WJ Wealth Management
Arizona
$327K – – –
CAM
441
Concorde Asset Management
Michigan
$326K +$326K +4,651 New
WPC
442
Wedmont Private Capital
Pennsylvania
$324K – – –
LAS
443
Lloyd Advisory Services
Georgia
$322K +$322K +4,600 New
BFP
444
Brewster Financial Planning
New York
$319K – – –
FFM
445
Flagstone Financial Management
Nebraska
$318K – – –
BCMLT
446
Beacon Capital Management LLC (Tennessee)
Tennessee
$318K -$11.4K -162 -3%
Empower Advisory Group
447
Empower Advisory Group
Colorado
$316K +$56K +799 +21%
DCM
448
Donaldson Capital Management
Indiana
$310K – – –
GWS
449
Glassman Wealth Services
Virginia
$308K – – –
O3W
450
Omni 360 Wealth
New Jersey
$308K -$141K -2,015 -31%
16 17
18
19 20