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

505 hedge funds and large institutions have $3.93B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 185 increasing their positions, 200 reducing their positions, and 33 closing their positions.

Holders
505
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
8.05%
Holding in Top 10
60
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.96%
New
39
Increased
185
Reduced
200
Closed
33
Calls
$4.25M
Puts
$65K
Net Calls
+$4.19M
Net Calls Change
-$15.4M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$271M
2
FGAM
2
Financial Gravity Asset Management
Texas
$76.5M
3
Charles Schwab
3
Charles Schwab
California
$36.3M
4
RHP
4
Royal Harbor Partners
Texas
$35.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$93.3M

Top Sellers

1
VAG
1
VisionPoint Advisory Group
Texas
$0
2
HWM
2
Horizon Wealth Management
Illinois
$0
3
DI
3
DAGCO Inc
Ohio
$425K
4
EWA
4
EP Wealth Advisors
California
$1.13M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$59.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
26
Rinkey Investments
California
$33.3M +$2.25M +42,820 +7%
Bank of America
27
Bank of America
North Carolina
$33.2M +$3.19M +60,758 +11%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$33.1M -$92.6K -1,764 -0.3%
Cerity Partners
29
Cerity Partners
New York
$30.8M +$21.1M +402,024 +217%
PAS
30
Park Avenue Securities
New York
$30.3M -$1.96M -37,249 -6%
MHR
31
Matthew Hamilton Rosenberg
$29M +$481K +9,165 +2%
PS
32
Portfolio Strategies
New York
$29M +$118K +2,255 +0.4%
AMR
33
Asset Management Resources
Massachusetts
$28.6M -$2.72M -51,841 -9%
SWM
34
SigFig Wealth Management
California
$28.4M -$1.7M -31,077 -6%
SFG
35
StrategIQ Financial Group
Indiana
$28M -$132K -2,515 -0.5%
AWM
36
AE Wealth Management
Kansas
$27.6M +$3M +57,158 +12%
WAS
37
Winch Advisory Services
Wisconsin
$26.5M +$770K +14,666 +3%
WAG
38
Winthrop Advisory Group
Massachusetts
$24.6M +$630 +12 +0%
BIP
39
Blueprint Investment Partners
North Carolina
$24M -$3.36M -63,971 -12%
GAG
40
GM Advisory Group
New York
$24M -$133K -2,528 -0.6%
AIM
41
Astor Investment Management
Illinois
$21.8M -$2.04M -38,831 -9%
NEWAS
42
N.E.W. Advisory Services
Wisconsin
$21M +$415K +7,915 +2%
TCFP
43
Treasure Coast Financial Planning
Florida
$20.9M +$166K +3,162 +0.8%
SF
44
Symphony Financial
Texas
$20.4M +$1.12M +21,338 +6%
BL
45
Balentine LLC
Georgia
$19.9M -$83.8K -1,596 -0.4%
CC
46
Callan Capital
California
$19.6M -$288K -5,481 -1%
BCM
47
Brookstone Capital Management
Illinois
$19.5M -$3.76M -72,010 -16%
AWA
48
Aquire Wealth Advisors
Utah
$19M -$1.1M -20,995 -5%
Mariner
49
Mariner
Kansas
$18.8M +$8.52M +162,401 +83%
PA
50
Parallel Advisors
California
$18.6M -$201K -3,827 -1%
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