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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 %
SFC
501
Strategic Financial Concepts
Texas
$58.6K +$57.6K +1,058,096 +6,025%
HWA
502
HHM Wealth Advisors
Tennessee
$54.9K – – –
PS
503
Principal Securities
Iowa
$54.8K +$39.5K +596 +259%
SWM
504
Spire Wealth Management
Virginia
$50.3K -$20.8K -313 -29%
CWM
505
Compass Wealth Management
Connecticut
$50.1K -$6.5K -98 -11%
NFSG
506
Newbridge Financial Services Group
Florida
$49.1K +$49.1K +740 New
PA
507
PSI Advisors
Florida
$37.8K -$6.64K -100 -15%
CWP
508
Concord Wealth Partners
Virginia
$36.6K – – –
1IA
509
1620 Investment Advisors
Massachusetts
$32.6K +$32.6K +492 New
GIA
510
GHP Investment Advisors
Colorado
$32K +$66 +1 +0.2%
FWP
511
FAS Wealth Partners
Kansas
$31.8K – – –
SCA
512
Stuart Chaussee & Associates
California
$29.5K – – –
GWSA
513
Global Wealth Strategies & Associates
Colorado
$29K – – –
KSWA
514
Kathleen S. Wright Associates
Pennsylvania
$28.6K +$28.6K +431 New
WT
515
Washington Trust
Rhode Island
$27.3K – – –
US Bancorp
516
US Bancorp
Minnesota
$26.5K +$26.5K +400 New
OA
517
Operose Advisors
Wisconsin
$26K +$26K +392 New
TFA
518
Toth Financial Advisory
Virginia
$24.9K – – –
LC
519
Lindbrook Capital
California
$21.6K – – –
ACM
520
Anfield Capital Management
California
$20.9K +$5.51K +83 +36%
JWM
521
Janiczek Wealth Management
Colorado
$20.6K – – –
CSC
522
Caldwell Sutter Capital
California
$20.2K – – –
MCA
523
Maryland Capital Advisors
Maryland
$19.4K – – –
PAG
524
Paladin Advisory Group
Iowa
$19K +$133 +2 +0.7%
MFT
525
Moisand Fitzgerald Tamayo
Florida
$18.2K – – –
19 20
21
22 23