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

482 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 184 increasing their positions, 181 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
7.72%
Holding in Top 10
59
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.67%
% of All Funds
0.94%
New
44
Increased
184
Reduced
181
Closed
33
Calls
$3.43M
Puts
$358K
Net Calls
+$3.08M
Net Calls Change
+$2.1M

Top Buyers

1
WCAMG
1
Woodard & Company Asset Management Group
North Carolina
$41.4M
2
Wells Fargo
2
Wells Fargo
California
$51.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$95.1M
4
M1FG
4
Mach-1 Financial Group
Arkansas
$11.6M
5
AIM
5
Astor Investment Management
Illinois
$25.2M

Top Sellers

1
SWM
1
SigFig Wealth Management
California
$0
2
PSCM
2
Per Stirling Capital Management
Texas
$0
3
FFG
3
Ford Financial Group
California
$291K
4
BHB
4
Bank Hapoalim BM
Israel
$0
5
MCC
5
Money Concepts Capital
Florida
$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
AJ Wealth Strategies
New York
$17.8M +$69.6K +1,380 +0.4%
AAS
52
Annex Advisory Services
Wisconsin
$17.8M -$1.2M -23,799 -6%
BSWM
53
Boston Standard Wealth Management
Massachusetts
$17.2M -$40.9K -811 -0.2%
WMS
54
Wealth Management Solutions
Pennsylvania
$17M -$948K -18,804 -5%
CFGSD
55
Compass Financial Group (South Dakota)
South Dakota
$16.4M -$2.16M -42,771 -12%
UCFA
56
United Capital Financial Advisors
Texas
$15.5M -$742K -14,715 -5%
AF
57
Advisornet Financial
Minnesota
$14.6M +$852K +16,885 +6%
PFA
58
Pure Financial Advisors
California
$14.3M -$291K -5,773 -2%
GLA
59
Great Lakes Advisors
Illinois
$14.1M -$808K -16,016 -5%
BW
60
BIP Wealth
Georgia
$14.1M +$14.1M +279,779 New
EH
61
Equitable Holdings
New York
$12.8M -$4.09M -81,154 -24%
GWM
62
Geneos Wealth Management
Colorado
$12.7M +$2.38M +47,241 +23%
JIP
63
Jaffetilchin Investment Partners
Florida
$12.2M +$6.16M +122,149 +102%
M1FG
64
Mach-1 Financial Group
Arkansas
$11.6M +$11.6M +230 New
CPP
65
Capasso Planning Partners
South Carolina
$11.6M +$327K +6,475 +3%
IWP
66
IAG Wealth Partners
Wisconsin
$10.4M +$119K +2,363 +1%
Truist Financial
67
Truist Financial
North Carolina
$10.3M -$9.73K -193 -0.1%
SPA
68
Sentinel Pension Advisors
Massachusetts
$9.86M -$84.9K -1,694 -0.9%
PIA
69
Perennial Investment Advisors
California
$9.56M +$9.56M +189,559 New
EK
70
Evensky & Katz
Florida
$9.46M -$449K -8,909 -5%
AC
71
AIFG Consultants
New York
$9.39M +$95.3K +1,889 +1%
LFG
72
Larson Financial Group
Missouri
$9.02M +$46.7K +927 +0.5%
AWA
73
Arete Wealth Advisors
Illinois
$8.85M -$3.18M -63,147 -26%
BFG
74
Beacon Financial Group
Texas
$8.72M -$39.2K -778 -0.4%
TB
75
Treynor Bancshares
Iowa
$8.56M +$162K +3,213 +2%
1 2
3
4 5