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

502 hedge funds and large institutions have $3.83B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 191 reducing their positions, and 24 closing their positions.

Holders
502
Holders Change
+20
Holders Change %
+4.15%
% of All Funds
7.92%
Holding in Top 10
60
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.69%
% of All Funds
0.95%
New
50
Increased
191
Reduced
191
Closed
24
Calls
$19.6M
Puts
$76K
Net Calls
+$19.6M
Net Calls Change
+$16.5M

Top Buyers

1
SWM
1
SigFig Wealth Management
California
$30.2M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$206M
3
HWM
3
Horizon Wealth Management
Illinois
$23.2M
4
LPT
4
Legacy Private Trust
Wisconsin
$16.2M
5
RCS
5
Retirement Capital Strategies
California
$13.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$61.2M
2
FEG
2
Financial Enhancement Group
Indiana
$10.9M
3
WEG
3
World Equity Group
Illinois
$2.87M
4
M1FG
4
Mach-1 Financial Group
Arkansas
$0
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
26
Rinkey Investments
California
$32.2M +$3.29M +60,478 +11%
Bank of America
27
Bank of America
North Carolina
$31.1M +$2.4M +44,043 +8%
SWP
28
Stratos Wealth Partners
Ohio
$30.7M +$6.09M +111,849 +25%
SWM
29
SigFig Wealth Management
California
$30.2M +$30.2M +549,427 New
PS
30
Portfolio Strategies
New York
$29.9M -$138K -2,543 -0.5%
MHR
31
Matthew Hamilton Rosenberg
$29.6M +$1.41M +25,812 +5%
SFG
32
StrategIQ Financial Group
Indiana
$29.2M -$216K -3,964 -0.7%
BIP
33
Blueprint Investment Partners
North Carolina
$28.4M +$9.13M +167,667 +47%
WAS
34
Winch Advisory Services
Wisconsin
$26.7M +$318K +5,846 +1%
VAG
35
VisionPoint Advisory Group
Texas
$26.3M +$86.3K +1,585 +0.3%
WAG
36
Winthrop Advisory Group
Massachusetts
$25.5M +$216K +3,971 +0.9%
AWM
37
AE Wealth Management
Kansas
$25.5M +$3.46M +63,648 +16%
GAG
38
GM Advisory Group
New York
$25M – – –
AIM
39
Astor Investment Management
Illinois
$24.7M -$2.49M -45,736 -9%
BCM
40
Brookstone Capital Management
Illinois
$24M -$2.1M -38,913 -8%
HWM
41
Horizon Wealth Management
Illinois
$23.2M +$23.2M +425,903 New
AWS
42
AJ Wealth Strategies
New York
$22.3M +$3.08M +56,631 +16%
TCFP
43
Treasure Coast Financial Planning
Florida
$21.5M -$774K -14,225 -3%
NEWAS
44
N.E.W. Advisory Services
Wisconsin
$21.4M +$363K +6,674 +2%
AWA
45
Aquire Wealth Advisors
Utah
$20.8M -$504K -9,260 -2%
BL
46
Balentine LLC
Georgia
$20.8M -$53.3K -979 -0.3%
CC
47
Callan Capital
California
$20.6M -$417K -7,657 -2%
SF
48
Symphony Financial
Texas
$19.9M +$105K +1,946 +0.5%
PA
49
Parallel Advisors
California
$19.5M -$1.27M -23,379 -6%
RW
50
RVW Wealth
California
$19.4M -$1.22M -22,349 -6%
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