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SPDR Portfolio S&P 1500 Composite Stock Market ETF
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Overview Fund Activity

464 hedge funds and large institutions have $3.59B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 171 reducing their positions, and 35 closing their positions.

Holders
464
Holders Change
-3
Holders Change %
-0.64%
% of All Funds
7.34%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
0.92%
New
39
Increased
184
Reduced
171
Closed
35
Calls
$11.2M
Puts
$35.2M
Net Calls
-$24M
Net Calls Change
-$3.04M

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$95M
2
LPL Financial
2
LPL Financial
California
$411M
3
Ameriprise
3
Ameriprise
Minnesota
$48.7M
4
BFG
4
Barber Financial Group
Kansas
$82.9M
5
SWP
5
Stratos Wealth Partners
Ohio
$30M

Top Sellers

1
CI
1
Cigna Investments
Connecticut
$0
2
FQ
2
First Quadrant
California
$0
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$12.1M
4
ARC
4
Advisor Resource Council
Texas
$0
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$7.55M
Name Market Value Shares Shares
Change 		Shares
Change %
WMS
51
Wealth Management Solutions
Pennsylvania
$15.5M 278,050 -5,471 -2%
WAG
52
Winthrop Advisory Group
Massachusetts
$14.9M 267,913 +22,531 +9%
ST
53
Sentinel Trust
Texas
$14.6M 262,413 – –
SFG
54
StrategIQ Financial Group
Indiana
$14.2M 255,775 -60,259 -19%
AF
55
Advisornet Financial
Minnesota
$14.2M 254,616 -2,395 -0.9%
CW
56
CreativeOne Wealth
Kansas
$13.3M 239,358 +36,436 +18%
BHB
57
Bank Hapoalim BM
Israel
$13.3M 238,892 +38,892 +19%
CWA
58
Centennial Wealth Advisory
Michigan
$12.7M 229,088 +17,077 +8%
CPP
59
Capasso Planning Partners
South Carolina
$12.7M 228,311 +3,035 +1%
JIP
60
Jaffetilchin Investment Partners
Florida
$12.2M 251,627 +49,710 +25%
SPA
61
Sentinel Pension Advisors
Massachusetts
$12.1M 218,563 -518,960 -70%
JCM
62
Jacobi Capital Management
Pennsylvania
$12M 215,918 +9,335 +5%
BAM
63
Belpointe Asset Management
Nevada
$11.9M 213,389 +97,167 +84%
TWA
64
Tillar-Wenstrup Advisors
Ohio
$11.8M 211,980 +99,835 +89%
PA
65
Parallel Advisors
California
$11.4M 202,261 -6,373 -3%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$11.2M 200,851 +166,601 +486%
EK
67
Evensky & Katz
Florida
$11M 198,438 -1,662 -0.8%
PWA
68
Peterson Wealth Advisors
Utah
$10.6M 190,713 -7,294 -4%
LFG
69
Larson Financial Group
Missouri
$10.4M 186,729 +586 +0.3%
FHA
70
Flagship Harbor Advisors
Massachusetts
$10.3M 185,071 -50,902 -22%
FWI
71
Facet Wealth Inc
Maryland
$9.92M 178,433 -14,452 -7%
NEWAS
72
N.E.W. Advisory Services
Wisconsin
$9.65M 196,372 -65,563 -25%
PFG
73
PAX Financial Group
Texas
$9.62M 173,082 +6,006 +4%
MIAN
74
Mariner Independent Advisor Network
Kansas
$9.58M 173,762 +14,571 +9%
GWM
75
Geneos Wealth Management
Colorado
$9.44M 169,763 +43,190 +34%
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