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

480 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 165 increasing their positions, 178 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+34
Holders Change %
+7.62%
% of All Funds
7.74%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.97%
New
68
Increased
165
Reduced
178
Closed
28
Calls
$1.5M
Puts
$520K
Net Calls
+$975K
Net Calls Change
-$1.89M

Top Buyers

1
FEG
Financial Enhancement Group
Indiana
$33.2M
2
GWA
Gibson Wealth Advisors
Texas
$31.4M
3
GAG
GM Advisory Group
New York
$28.6M
4
LPL Financial
LPL Financial
California
$322M
5
PS
Portfolio Strategies
New York
$26.5M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
$17.8M
2
Wells Fargo
Wells Fargo
California
$31.2M
3
AIM
Astor Investment Management
Illinois
$13M
4
CIAS
CFS Investment Advisory Services
New Jersey
$379K
5
VAG
VisionPoint Advisory Group
Texas
$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
451
Bartlett & Co Wealth Management
Ohio
$12.4K – – –
AWM
452
Abound Wealth Management
Tennessee
$12.4K +$47 +1 +0.4%
ZIG
453
Zullo Investment Group
Pennsylvania
$12.2K – – –
BC
454
Bartlett & Co
Ohio
$12K – – –
AWM
455
Accel Wealth Management
Iowa
$11.8K – – –
Franklin Resources
456
Franklin Resources
California
$9.69K – – –
RIA
457
Realta Investment Advisors
Delaware
$9.68K +$47 +1 +0.5%
SIC
458
Salem Investment Counselors
North Carolina
$9.46K – – –
PP
459
Pacifica Partners
Canada
$8.64K -$9.92K -210 -53%
WA
460
Win Advisors
Florida
$7.85K – – –
CFD
461
Creative Financial Designs
Indiana
$7.66K -$8.28K -175 -52%
TCOV
462
Trust Company of Vermont
Vermont
$6.01K – – –
RFS
463
Retirement Financial Solutions
Tennessee
$5.3K +$5.3K +112 New
FRA
464
Front Row Advisors
California
$5K – – –
LFA
465
LGT Financial Advisors
Texas
$4.78K +$4.78K +101 New
OCM
466
Orion Capital Management
California
$3.69K – – –
PWM
467
Provident Wealth Management
Tennessee
$3.61K – – –
SPIA
468
Steward Partners Investment Advisory
New York
$3.5K – – –
KFS
469
Kelly Financial Services
Massachusetts
$3.17K – – –
TWA
470
TCI Wealth Advisors
Arizona
$3.07K – – –
HFS
471
Hantz Financial Services
Michigan
$3K – – –
CG
472
Cutler Group
California
$3K +$3K +84 New
SIS
473
Sound Income Strategies
Florida
$2.37K – – –
HCP
474
Hexagon Capital Partners
Arkansas
$1.89K – – –
WIM
475
Westside Investment Management
California
$1.28K -$55 -1,159 -4%
17 18
19
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