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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 %
EWM
551
EPG Wealth Management
Georgia
$2.72K -$2.63K -41 Closed
HCP
552
Hexagon Capital Partners
Arkansas
$2.65K – – –
BWL
553
Bogart Wealth LLC
Virginia
$2.39K +$2.39K +36 New
TRCT
554
Tower Research Capital (TRC)
New York
$1.59K -$730K -11,010 -100%
TWC
555
TD Waterhouse Canada
Ontario, Canada
$1.4K -$399 -6 -22%
FFA
556
Farther Finance Advisors
California
$1.2K +$1.2K +18 New
Citigroup
557
Citigroup
New York
$1.06K +$1.06K +16 New
KIG
558
Kessler Investment Group
Indiana
$531 – – –
RWA
559
Redmont Wealth Advisors
Illinois
$531 +$531 +8 New
FHC
560
First Heartland Consultants
Missouri
$494 -$16 -238 -3%
SIAS
561
Summit Investment Advisory Services
Minnesota
– -$8.26M -128,811 Closed
FMP
562
Financial Management Professionals
Texas
– -$6.96M -108,534 Closed
WA
563
Win Advisors
Florida
– -$3.03M -47,165 Closed
Citadel Advisors
564
Citadel Advisors
Florida
– -$2.9M -45,249 Closed
ITB
565
Idaho Trust Bank
Idaho
– -$2.24M -34,841 Closed
SAW
566
Signal Advisors Wealth
Michigan
– -$1.84M -28,695 Closed
WWS
567
Wellington Wealth Strategies
Indiana
– -$1.83M -28,473 Closed
FWM
568
Foguth Wealth Management
Michigan
– -$1.77M -27,555 Closed
Belvedere Trading
569
Belvedere Trading
Illinois
– -$1.09M -17,033 Closed
Jane Street
570
Jane Street
New York
– -$608K -9,478 Closed
ECA
571
Elevated Capital Advisors
Utah
– -$569K -8,871 Closed
IGWM
572
ICA Group Wealth Management
Colorado
– -$530K -8,266 Closed
AWP
573
Avid Wealth Partners
Texas
– -$511K -7,959 Closed
GC
574
Gilbert & Cook
Iowa
– -$425K -6,628 Closed
BlackRock
575
BlackRock
New York
– -$403K -6,283 Closed
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