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

505 hedge funds and large institutions have $3.93B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 185 increasing their positions, 200 reducing their positions, and 33 closing their positions.

Holders
505
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
8.05%
Holding in Top 10
60
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.96%
New
39
Increased
185
Reduced
200
Closed
33
Calls
$4.25M
Puts
$65K
Net Calls
+$4.19M
Net Calls Change
-$15.4M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$271M
2
FGAM
2
Financial Gravity Asset Management
Texas
$76.5M
3
Charles Schwab
3
Charles Schwab
California
$36.3M
4
RHP
4
Royal Harbor Partners
Texas
$35.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$93.3M

Top Sellers

1
VAG
1
VisionPoint Advisory Group
Texas
$0
2
HWM
2
Horizon Wealth Management
Illinois
$0
3
DI
3
DAGCO Inc
Ohio
$425K
4
EWA
4
EP Wealth Advisors
California
$1.13M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$59.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
51
Money Concepts Capital
Florida
$18.4M +$161K +3,075 +0.9%
RW
52
RVW Wealth
California
$18.2M -$567K -10,793 -3%
BWFA
53
Baltimore-Washington Financial Advisors
Maryland
$18.1M +$1.4M +26,654 +8%
BSWM
54
Boston Standard Wealth Management
Massachusetts
$17.9M -$255K -4,862 -1%
LPT
55
Legacy Private Trust
Wisconsin
$16.4M +$796K +15,169 +5%
CFGSD
56
Compass Financial Group (South Dakota)
South Dakota
$16.1M -$312K -5,935 -2%
AAS
57
Annex Advisory Services
Wisconsin
$16.1M -$1.36M -25,841 -8%
AF
58
Advisornet Financial
Minnesota
$15.8M +$91K +1,734 +0.6%
SCA
59
Snowden Capital Advisors
New York
$15.5M +$47.9K +913 +0.3%
GLA
60
Great Lakes Advisors
Illinois
$14.6M +$676K +12,879 +5%
PFA
61
Pure Financial Advisors
California
$14.5M +$4.3K +82 +0%
UCFA
62
United Capital Financial Advisors
Texas
$14.4M -$1.03M -19,547 -7%
GWM
63
Geneos Wealth Management
Colorado
$14.3M +$592K +11,277 +4%
JIP
64
Jaffetilchin Investment Partners
Florida
$14.2M -$67.3K -1,283 -0.5%
WMS
65
Wealth Management Solutions
Pennsylvania
$14M -$276K -5,265 -2%
RCS
66
Retirement Capital Strategies
California
$13.4M -$22.4K -427 -0.2%
CPP
67
Capasso Planning Partners
South Carolina
$12.8M +$379K +7,228 +3%
JCM
68
Jacobi Capital Management
Pennsylvania
$12.8M +$3.99M +75,927 +45%
BW
69
BIP Wealth
Georgia
$12.3M -$2M -38,155 -14%
IWC
70
Integrated Wealth Concepts
Massachusetts
$12.2M -$1.79M -34,066 -13%
ACM
71
Advisors Capital Management
New Jersey
$11.2M +$1.77M +33,657 +19%
MML Investors Services
72
MML Investors Services
Massachusetts
$10.9M +$5.46M +104,091 +100%
Truist Financial
73
Truist Financial
North Carolina
$10.6M -$87.5K -1,667 -0.8%
FEG
74
Financial Enhancement Group
Indiana
$10.5M +$1.28K +24 +0%
IWP
75
IAG Wealth Partners
Wisconsin
$10.5M -$471K -8,964 -4%
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