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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.

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$61.2M
2
FEG
Financial Enhancement Group
Indiana
$10.9M
3
WEG
World Equity Group
Illinois
$2.87M
4
M1FG
Mach-1 Financial Group
Arkansas
$0
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
501
Financial Gravity Asset Management
Texas
$2.15K +$78 +1,442 +4%
Citigroup
502
Citigroup
New York
$1.09K +$272 +5 +33%
JGCM
503
Joseph Group Capital Management
Ohio
– -$1.51M -29,967 Closed
AssetMark Inc
504
AssetMark Inc
California
– -$1.2M -23,857 Closed
LCWP
505
Legacy Capital Wealth Partners
Arkansas
– -$1.06M -21,000 Closed
FCM
506
Fourpath Capital Management
Oklahoma
– -$719K -14,266 Closed
CCM
507
Coldstream Capital Management
Washington
– -$509K -10,095 Closed
SFS
508
Sowell Financial Services
Arkansas
– -$459K -9,108 Closed
AAS
509
Ameritas Advisory Services
Nebraska
– -$309K -6,091 Closed
CIA
510
Capital Investment Advisors
Georgia
– -$271K -5,364 Closed
Empower Advisory Group
511
Empower Advisory Group
Colorado
– -$256K -5,051 Closed
Marshall Wace
512
Marshall Wace
United Kingdom
– -$238K -4,720 Closed
CI
513
CX Institutional
Indiana
– -$228K -4,500 Closed
WWM
514
WT Wealth Management
Arizona
– -$205K -4,058 Closed
DWM
515
Destination Wealth Management
California
– -$204K -4,039 Closed
CTA
516
Colonial Trust Advisors
South Carolina
– -$182K -3,600 Closed
BWM
517
BerganKDV Wealth Management
Minnesota
– -$58.6K -1,162 Closed
WC
518
Wealth CMT
New Jersey
– -$47K -925 Closed
WFA
519
West Financial Advisors
Iowa
– -$15.5K -307 Closed
CIAS
520
Capital Investment Advisory Services
North Carolina
– -$13.8K -274 Closed
AWM
521
Accel Wealth Management
Iowa
– -$12.6K -250 Closed
M1FG
522
Mach-1 Financial Group
Arkansas
– -$11.6M -230 Closed
TCOV
523
Trust Company of Vermont
Vermont
– -$6.41K -127 Closed
GA
524
GoalVest Advisory
New York
– -$4.69K -93 Closed
OCM
525
Orion Capital Management
California
– -$4.03K -80 Closed
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