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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 %
SWP
26
Stratos Wealth Partners
Ohio
$46.4M +$415K +6,251 +0.9%
WFS
27
Weitzel Financial Services
Iowa
$45.2M -$260K -3,918 -0.6%
Bank of America
28
Bank of America
North Carolina
$42.7M -$9.24M -139,242 -18%
RI
29
Rinkey Investments
California
$42.5M +$810K +12,203 +2%
LPT
30
Legacy Private Trust
Wisconsin
$42.2M +$20.6M +310,819 +95%
Cerity Partners
31
Cerity Partners
New York
$39M -$629K -9,480 -2%
WAS
32
Winch Advisory Services
Wisconsin
$37.2M +$672K +10,121 +2%
RHP
33
Royal Harbor Partners
Texas
$36.8M -$540K -8,142 -1%
PS
34
Portfolio Strategies
New York
$36.6M +$282K +4,246 +0.8%
BWFA
35
Baltimore-Washington Financial Advisors
Maryland
$36.4M +$2.82M +42,503 +8%
MHR
36
Matthew Hamilton Rosenberg
$34.9M -$3.14M -47,247 -8%
JIP
37
Jaffetilchin Investment Partners
Florida
$34.7M +$577K +8,692 +2%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$33.5M +$517K +7,797 +2%
SF
39
Symphony Financial
Texas
$33.4M +$1.47M +22,123 +5%
TCFP
40
Treasure Coast Financial Planning
Florida
$32.5M -$1.35M -20,375 -4%
PAS
41
Park Avenue Securities
New York
$31.1M -$1.61M -24,340 -5%
GAG
42
GM Advisory Group
New York
$29.9M -$145K -2,189 -0.5%
Charles Schwab
43
Charles Schwab
California
$29.8M -$3.39M -51,018 -10%
VAG
44
VisionPoint Advisory Group
Texas
$27.1M -$488K -7,351 -2%
WA
45
Waverly Advisors
Alabama
$26.8M -$117K -1,770 -0.4%
NEWAS
46
N.E.W. Advisory Services
Wisconsin
$26.4M +$788K +11,879 +3%
ACM
47
Advisors Capital Management
New Jersey
$25.3M +$4.09M +61,661 +19%
SWM
48
SigFig Wealth Management
California
$24.7M -$2.08M -34,505 -8%
BSWM
49
Boston Standard Wealth Management
Massachusetts
$24M -$32.2K -485 -0.1%
AWA
50
Aquire Wealth Advisors
Utah
$21.9M -$710K -10,708 -3%
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