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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.

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

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$263M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$77.5M
3
BCM
3
Brookstone Capital Management
Illinois
$1.54M
4
AF
4
Advisornet Financial
Minnesota
$9.76K
5
AWM
5
AE Wealth Management
Kansas
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFS
26
Weitzel Financial Services
Iowa
$39.8M -$953K -16,383 -2%
Ameriprise
27
Ameriprise
Minnesota
$39M -$14.2M -243,645 -27%
Bank of America
28
Bank of America
North Carolina
$37.2M +$218K +3,736 +0.6%
RI
29
Rinkey Investments
California
$37M -$117K -2,003 -0.3%
SFI
30
SPC Financial Inc
Maryland
$36.6M +$36.6M +626,170 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$36.4M +$31.8M +543,999 +693%
Cerity Partners
32
Cerity Partners
New York
$35.1M +$758K +12,975 +2%
Goldman Sachs
33
Goldman Sachs
New York
$34.6M +$33.8M +578,345 +4,461%
Charles Schwab
34
Charles Schwab
California
$34.4M -$6.07M -103,806 -15%
MHR
35
Matthew Hamilton Rosenberg
$33.2M +$849K +14,527 +3%
PAS
36
Park Avenue Securities
New York
$32.6M -$1.18M -20,119 -3%
PS
37
Portfolio Strategies
New York
$32.2M -$58.3K -997 -0.2%
AMR
38
Asset Management Resources
Massachusetts
$31.9M +$104K +1,777 +0.3%
TCFP
39
Treasure Coast Financial Planning
Florida
$30.9M +$7.62M +130,349 +33%
MWM
40
Modern Wealth Management
Kansas
$30.9M +$30.9M +528,102 New
WAS
41
Winch Advisory Services
Wisconsin
$30.8M +$1.28M +21,915 +4%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$30.3M -$6.58M -112,515 -18%
VAG
43
VisionPoint Advisory Group
Texas
$29M +$29M +495,611 New
WAG
44
Winthrop Advisory Group
Massachusetts
$27.1M -$232K -3,965 -0.8%
SWM
45
SigFig Wealth Management
California
$26.9M -$2.09M -37,355 -7%
GAG
46
GM Advisory Group
New York
$26.6M -$64.3K -1,100 -0.2%
SF
47
Symphony Financial
Texas
$26.5M +$3.73M +64,111 +16%
JIP
48
Jaffetilchin Investment Partners
Florida
$25.4M +$9.51M +162,786 +60%
NEWAS
49
N.E.W. Advisory Services
Wisconsin
$23.7M +$270K +4,615 +1%
SFG
50
StrategIQ Financial Group
Indiana
$22.9M -$8.28M -141,656 -27%
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