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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 %
William Blair & Company
551
William Blair & Company
Illinois
$117 -$234 -4 -67%
CWA
552
Centennial Wealth Advisory
Michigan
– -$7.46M -142,055 Closed
Jane Street
553
Jane Street
New York
– -$2.59M -49,307 Closed
SA
554
Shilanski & Associates
Alaska
– -$1.67M -31,873 Closed
WAS
555
Wealth Advisory Solutions
Indiana
– -$1.28M -24,434 Closed
NCM
556
Northland Capital Management
Minnesota
– -$1.09M -20,820 Closed
HR
557
Hardy Reed
Mississippi
– -$1.03M -19,588 Closed
SPC
558
Sigma Planning Corp
Michigan
– -$763K -14,532 Closed
Koshinski Asset Management
559
Koshinski Asset Management
Illinois
– -$656K -12,501 Closed
CGPCS
560
Capital Group Private Client Services
California
– -$634K -12,077 Closed
TSS
561
Two Sigma Securities
New York
– -$602K -11,467 Closed
CWM
562
Cornerstone Wealth Management
Missouri
– -$561K -10,693 Closed
CIA
563
Compass Ion Advisors
Pennsylvania
– -$317K -6,040 Closed
CWM
564
Connecticut Wealth Management
Connecticut
– -$316K -6,023 Closed
HWM
565
HB Wealth Management
Georgia
– -$306K -5,839 Closed
CB
566
Commerce Bank
Missouri
– -$287K -5,460 Closed
MWC
567
MBM Wealth Consultants
Missouri
– -$253K -4,785 Closed
FNBOO
568
First National Bank of Omaha
Nebraska
– -$232K -4,413 Closed
VHAM
569
Van Hulzen Asset Management
California
– -$221K -4,214 Closed
FWA
570
FSM Wealth Advisors
Ohio
– -$214K -4,074 Closed
EL
571
Essex LLC
Illinois
– -$202K -3,845 Closed
MPCG
572
Matrix Private Capital Group
New York
– -$186K -3,547 Closed
DI
573
DAGCO Inc
Ohio
– -$425K -1,704 Closed
WWP
574
WR Wealth Planners
Missouri
– -$54.6K -1,039 Closed
C
575
Covestor
United Kingdom
– -$44K -839 Closed
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