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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 %
GWM
51
Geneos Wealth Management
Colorado
$21.4M +$1.33M +20,119 +7%
RW
52
RVW Wealth
California
$21.1M -$888K -13,383 -4%
FF
53
Fox Financial
Pennsylvania
$21.1M -$541K -8,148 -3%
JCM
54
Jacobi Capital Management
Pennsylvania
$20.7M +$4.72M +71,177 +30%
EH
55
Equitable Holdings
New York
$20.6M +$656K +9,882 +3%
CC
56
Callan Capital
California
$20M -$129K -1,937 -0.6%
DC
57
Dorval Corp
Minnesota
$19.9M +$127K +1,966 +0.6%
CPP
58
Capasso Planning Partners
South Carolina
$19.2M -$1.58M -23,794 -8%
AAS
59
Annex Advisory Services
Wisconsin
$19.2M -$240K -3,618 -1%
MCC
60
Money Concepts Capital
Florida
$18.5M -$425K -6,407 -2%
CFGSD
61
Compass Financial Group (South Dakota)
South Dakota
$17.9M -$395K -5,952 -2%
PA
62
Parallel Advisors
California
$17.2M -$938K -14,130 -5%
PFA
63
Pure Financial Advisors
California
$16.3M -$492K -7,416 -3%
Mariner
64
Mariner
Kansas
$15.8M +$152K +2,289 +1%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$15.5M -$8M -120,533 -34%
GLA
66
Great Lakes Advisors
Illinois
$14.7M -$3.18M -47,959 -18%
Goldman Sachs
67
Goldman Sachs
New York
$14.2M +$1.7M +25,678 +14%
SWM
68
Solano Wealth Management
California
$13.9M +$929K +13,995 +7%
BW
69
BIP Wealth
Georgia
$13M -$2.78M -41,892 -18%
AC
70
AIFG Consultants
New York
$13M -$1.29M -19,367 -9%
Truist Financial
71
Truist Financial
North Carolina
$12.6M -$364K -5,483 -3%
CAGAS
72
Capital Advisory Group Advisory Services
Minnesota
$12.3M +$447K +6,737 +4%
IWP
73
IAG Wealth Partners
Wisconsin
$12.2M -$345K -5,200 -3%
RCS
74
Retirement Capital Strategies
California
$12.1M -$335K -5,043 -3%
MML Investors Services
75
MML Investors Services
Massachusetts
$12.1M +$366K +5,512 +3%
1 2
3
4 5