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

551 hedge funds and large institutions have $4.78B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 188 increasing their positions, 206 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+46
Holders Change %
+9.11%
% of All Funds
8.08%
Holding in Top 10
69
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15%
% of All Funds
1.01%
New
80
Increased
188
Reduced
206
Closed
27
Calls
$4.9M
Puts
$164K
Net Calls
+$4.74M
Net Calls Change
+$551K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$137M
2
LPL Financial
LPL Financial
California
$513M
3
SPWG
Syntegra Private Wealth Group
Missouri
$76.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$172M
5
SFI
SPC Financial Inc
Maryland
$36.6M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$263M
2
Osaic Holdings
Osaic Holdings
Arizona
$77.5M
3
BCM
Brookstone Capital Management
Illinois
$1.54M
4
AF
Advisornet Financial
Minnesota
$9.76K
5
AWM
AE Wealth Management
Kansas
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
451
Mosley Wealth Management
California
$240K +$240K +4,100 New
OGF
452
Orin Green Financial
California
$239K +$643 +11 +0.3%
DWM
453
Dechtman Wealth Management
Colorado
$238K +$933 +16 +0.4%
RWM
454
Ritholtz Wealth Management
New York
$237K +$237K +4,059 New
PFP
455
Paragon Financial Partners
California
$236K +$701 +12 +0.3%
FMI
456
F/M Investments
District of Columbia
$233K +$1.11K +19 +0.5%
AWM
457
Adams Wealth Management
Utah
$229K -$162K -2,766 -41%
BCMLT
458
Beacon Capital Management LLC (Tennessee)
Tennessee
$226K +$9.29K +177 +4%
Baird Financial Group
459
Baird Financial Group
Wisconsin
$224K +$224K +3,839 New
MWM
460
McNaughton Wealth Management
California
$224K -$11K -189 -5%
CHAM
461
Clear Harbor Asset Management
Connecticut
$224K – – –
PMFA
462
Plante Moran Financial Advisors
Michigan
$224K +$89K +1,522 +66%
OWA
463
One Wealth Advisors
California
$222K +$222K +3,799 New
RRCM
464
Rappaport Reiches Capital Management
Illinois
$218K -$105K -1,788 -32%
LK
465
Lumbard & Kellner
New Hampshire
$216K +$216K +3,692 New
FPCP
466
Fort Point Capital Partners
California
$215K +$215K +3,679 New
NS
467
NBC Securities
Alabama
$212K +$11.7K +200 +6%
GW
468
GW & Wade
Massachusetts
$211K +$211K +3,610 New
FPW
469
Flagship Private Wealth
Massachusetts
$211K +$211K +3,602 New
PVI
470
Pine Valley Investments
New Jersey
$205K +$205K +3,510 New
MWM
471
Meridian Wealth Management
Kentucky
$203K +$203K +3,481 New
SAS
472
SMI Advisory Services
Indiana
$203K +$203K +3,467 New
JFA
473
JNBA Financial Advisors
Minnesota
$181K -$34K -581 -16%
BF
474
BOK Financial
Oklahoma
$175K – – –
PWMG
475
Prestige Wealth Management Group
New Jersey
$170K -$11.7K -200 -6%
17 18
19
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