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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.

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

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$263M
2
Osaic Holdings
Osaic Holdings
Arizona
$77.5M
3
BCM
Brookstone Capital Management
Illinois
$1.54M
4
AF
Advisornet Financial
Minnesota
$9.76K
5
AWM
AE Wealth Management
Kansas
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
526
Impact Partnership Wealth
Georgia
$11.2K +$11.2K +192 New
TWP
527
TFO Wealth Partners
Ohio
$10K -$2.16K -37 -18%
AF
528
Advisornet Financial
Minnesota
$9.76K -$17.6M -300,642 -100%
TWC
529
TD Waterhouse Canada
Ontario, Canada
$6.77K -$10K -175 -60%
FRA
530
Front Row Advisors
California
$6.25K – – –
LFA
531
LGT Financial Advisors
Texas
$6.13K +$58 +1 +1%
MRCM
532
M&R Capital Management
New Jersey
$5.14K – – –
MSWM
533
McGlone Suttner Wealth Management
Wisconsin
$5.07K +$5.07K +87 New
OCM
534
Orion Capital Management
California
$4.68K – – –
SPIA
535
Steward Partners Investment Advisory
New York
$4.33K – – –
KFS
536
Kelly Financial Services
Massachusetts
$3.98K – – –
DFA
537
DHJJ Financial Advisors
Illinois
$3.93K – – –
CFD
538
Creative Financial Designs
Indiana
$3.92K +$1.23K +21 +46%
1832 Asset Management
539
1832 Asset Management
Ontario, Canada
$3.22K +$3.22K +55 New
WIA
540
Wetzel Investment Advisors
Indiana
$3K +$3K +43 New
PP
541
Pacifica Partners
Canada
$2.91K – – –
FIM
542
FWL Investment Management
Texas
$2.86K – – –
TRCT
543
Tower Research Capital (TRC)
New York
$2.63K -$556K -9,518 -100%
EWM
544
EPG Wealth Management
Georgia
$2.48K – – –
SC
545
SouthState Corp
Florida
$2.4K +$2.4K +41 New
HCP
546
Hexagon Capital Partners
Arkansas
$2.34K – – –
National Bank of Canada
547
National Bank of Canada
Quebec, Canada
$2.32K -$19.6K -338 -89%
Citigroup
548
Citigroup
New York
$935 – – –
FFA
549
Farther Finance Advisors
California
$585 +$585 +10 New
BNP Paribas Financial Markets
550
BNP Paribas Financial Markets
France
$234 – – –
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