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

480 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 165 increasing their positions, 178 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+34
Holders Change %
+7.62%
% of All Funds
7.74%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.97%
New
68
Increased
165
Reduced
178
Closed
28
Calls
$1.5M
Puts
$520K
Net Calls
+$975K
Net Calls Change
-$1.89M

Top Buyers

1
FEG
1
Financial Enhancement Group
Indiana
$33.2M
2
GWA
2
Gibson Wealth Advisors
Texas
$31.4M
3
GAG
3
GM Advisory Group
New York
$28.6M
4
LPL Financial
4
LPL Financial
California
$322M
5
PS
5
Portfolio Strategies
New York
$26.5M

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$17.8M
2
Wells Fargo
2
Wells Fargo
California
$31.2M
3
AIM
3
Astor Investment Management
Illinois
$13M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$379K
5
VAG
5
VisionPoint Advisory Group
Texas
$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
AJ Wealth Strategies
New York
$16.6M +$16.6M +351,608 New
SF
52
Symphony Financial
Texas
$16.6M +$711K +14,969 +4%
BSWM
53
Boston Standard Wealth Management
Massachusetts
$16.2M +$512K +10,827 +3%
MCC
54
Money Concepts Capital
Florida
$16.1M -$959K -20,282 -6%
EH
55
Equitable Holdings
New York
$15.9M -$73.1K -1,545 -0.5%
UCFA
56
United Capital Financial Advisors
Texas
$15.3M -$616K -13,031 -4%
SCA
57
Snowden Capital Advisors
New York
$14.8M -$117K -2,469 -0.8%
PFA
58
Pure Financial Advisors
California
$13.7M -$181K -3,836 -1%
AIM
59
Astor Investment Management
Illinois
$13M -$18M -381,394 -58%
AF
60
Advisornet Financial
Minnesota
$12.9M +$600K +12,687 +5%
FFG
61
Ford Financial Group
California
$12.7M -$117K -2,476 -0.9%
SWA
62
SFMG Wealth Advisors
Texas
$12.5M +$12.5M +263,700 New
BIP
63
Blueprint Investment Partners
North Carolina
$12.1M +$1.44M +30,513 +14%
BHB
64
Bank Hapoalim BM
Israel
$11.3M – – –
AWM
65
AE Wealth Management
Kansas
$11.2M -$10.5M -222,896 -49%
CPP
66
Capasso Planning Partners
South Carolina
$10.6M -$552K -11,671 -5%
GWM
67
Geneos Wealth Management
Colorado
$9.72M +$723K +15,292 +8%
Truist Financial
68
Truist Financial
North Carolina
$9.7M -$78.5K -1,660 -0.8%
IWP
69
IAG Wealth Partners
Wisconsin
$9.68M +$369K +7,802 +4%
SPA
70
Sentinel Pension Advisors
Massachusetts
$9.38M -$353K -7,458 -4%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$9.36M +$1.02M +21,532 +12%
EK
72
Evensky & Katz
Florida
$9.29M +$37.8K +800 +0.4%
TWA
73
Tillar-Wenstrup Advisors
Ohio
$8.88M -$2.03M -42,961 -19%
BFG
74
Beacon Financial Group
Texas
$8.82M -$47.2K -930 -0.5%
AC
75
AIFG Consultants
New York
$8.72M +$8.72M +184,326 New
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3
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