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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 %
GM
76
GeoWealth Management
Illinois
$9.37M 168,614 +5,833 +4%
IWP
77
IAG Wealth Partners
Wisconsin
$9.35M 168,195 -6,206 -4%
CAN
78
Cetera Advisor Networks
California
$9.1M 163,718 -193,596 -54%
5L
79
55I LLC
Massachusetts
$9.03M 162,439 +10,947 +7%
SPWM
80
Spartan Planning & Wealth Management
North Carolina
$8.78M 157,937 +157,937 New
IHWM
81
Iron Horse Wealth Management
Iowa
$8.24M 148,186 +8,964 +6%
Creative Planning
82
Creative Planning
Kansas
$7.91M 142,290 +5,382 +4%
CFS
83
Cannon Financial Strategists
Georgia
$7.81M 140,486 -5,094 -3%
SWM
84
SFG Wealth Management
Maryland
$7.79M 140,174 -18,796 -12%
OIA
85
OneDigital Investment Advisors
Kansas
$7.66M 137,747 +2,090 +2%
MFG
86
Merit Financial Group
Georgia
$7.62M 137,037 +32,284 +31%
TB
87
Treynor Bancshares
Iowa
$7.59M 136,612 +16,397 +14%
LFPWM
88
Leicht Financial Planning & Wealth Management
New Jersey
$7.55M 135,813 -219,796 -62%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$7.5M 135,029 +86,784 +180%
EIM
90
Ervin Investment Management
Washington
$7.42M 131,648 -408 -0.3%
CC
91
Callan Capital
California
$7.41M 133,368 +133,368 New
UBS Group
92
UBS Group
Switzerland
$7.3M 131,298 -10,816 -8%
GSC
93
G&S Capital
Colorado
$7.2M 129,473 +2,344 +2%
WAM
94
WNY Asset Management
New York
$7.18M 128,811 +3,086 +2%
FIA
95
Foundations Investment Advisors
Arizona
$7M 129,714 +7,636 +6%
Truist Financial
96
Truist Financial
North Carolina
$6.87M 123,526 -183,755 -60%
CAGAS
97
Capital Advisory Group Advisory Services
Minnesota
$6.66M 119,778 -37,021 -24%
MA
98
MJP Associates
Connecticut
$6.56M 117,957 -18,845 -14%
IF
99
IRON Financial
Illinois
$6.51M 117,073 +45,054 +63%
CPO
100
Cerity Partners OCIO
New York
$6.25M 112,427 +2,611 +2%
2 3
4
5 6