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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 %
Empower Advisory Group
451
Empower Advisory Group
Colorado
$247K +$1.06K +16 +0.4%
FAM
452
Formidable Asset Management
Ohio
$246K +$30.5K +459 +14%
Jones Financial Companies
453
Jones Financial Companies
Missouri
$245K +$245K +3,689 New
FPCP
454
Fort Point Capital Partners
California
$244K – – –
TPWA
455
TRUE Private Wealth Advisors
Oregon
$243K -$26.7K -403 -10%
BNP Paribas Financial Markets
456
BNP Paribas Financial Markets
France
$241K +$241K +3,627 New
MWM
457
McNaughton Wealth Management
California
$239K -$5.57K -84 -2%
FWM
458
Fortress Wealth Management
California
$238K – – –
PVI
459
Pine Valley Investments
New Jersey
$233K – – –
SAS
460
SMI Advisory Services
Indiana
$233K +$233K +3,445 New
TFM
461
Trademark Financial Management
Minnesota
$231K +$398 +6 +0.2%
LK
462
Lumbard & Kellner
New Hampshire
$224K -$20.6K -310 -8%
MWM
463
Meridian Wealth Management
Kentucky
$220K +$220K +3,321 New
FPW
464
Flagship Private Wealth
Massachusetts
$214K +$332 +5 +0.2%
OWM
465
Opes Wealth Management
California
$214K -$1.73K -26 -0.8%
Susquehanna International Group
466
Susquehanna International Group
Pennsylvania
$213K -$2.13M -32,070 -91%
FA
467
FSA Advisors
Michigan
$208K +$208K +3,153 New
MWC
468
MBM Wealth Consultants
Missouri
$208K +$208K +3,075 New
RDWM
469
Red Door Wealth Management
Tennessee
$208K +$730 +11 +0.4%
AP
470
Atwood & Palmer
Missouri
$207K +$207K +3,122 New
VAS
471
Valicenti Advisory Services
New York
$207K -$190K -2,875 -48%
JC
472
JB Capital
Connecticut
$206K +$206K +3,110 New
LRWA
473
Long Run Wealth Advisors
New York
$206K +$206K +3,108 New
BF
474
BOK Financial
Oklahoma
$199K – – –
RCM
475
Raleigh Capital Management
North Carolina
$188K -$464 -7 -0.2%
17 18
19
20 21