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

446 hedge funds and large institutions have $2.93B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 185 increasing their positions, 157 reducing their positions, and 37 closing their positions.

Holders
446
Holders Change
-10
Holders Change %
-2.19%
% of All Funds
7.71%
Holding in Top 10
57
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.55%
% of All Funds
0.99%
New
34
Increased
185
Reduced
157
Closed
37
Calls
$3.09M
Puts
$222K
Net Calls
+$2.86M
Net Calls Change
-$1.15M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$84.9M
2
PAG
2
Private Advisor Group
New Jersey
$99.9M
3
Ameriprise
3
Ameriprise
Minnesota
$48.1M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$84.5M
5
W
5
Wealthquest
Ohio
$11.9M

Top Sellers

1
BFG
1
Barber Financial Group
Kansas
$36M
2
ARC
2
Advisor Resource Council
Texas
$0
3
CW
3
CreativeOne Wealth
Kansas
$778K
4
IHWM
4
Iron Horse Wealth Management
Iowa
$101K
5
SCA
5
Snowden Capital Advisors
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
76
Beacon Financial Group
Texas
$7.81M +$1.15M +25,826 +17%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$7.78M +$778K +17,648 +11%
PFG
78
PAX Financial Group
Texas
$7.69M +$109K +2,469 +1%
PWA
79
Peterson Wealth Advisors
Utah
$7.43M -$225K -5,110 -3%
ST
80
Sentinel Trust
Texas
$7.39M – – –
TB
81
Treynor Bancshares
Iowa
$7.13M +$916K +20,775 +15%
JCM
82
Jacobi Capital Management
Pennsylvania
$6.6M +$144K +3,254 +2%
KAS
83
Kestra Advisory Services
Texas
$6.47M +$2.32M +52,678 +56%
UBS Group
84
UBS Group
Switzerland
$6.47M -$2.98M -67,605 -32%
WAM
85
WNY Asset Management
New York
$6.42M +$83.1K +1,877 +1%
EIM
86
Ervin Investment Management
Washington
$6.36M +$183K +4,145 +3%
IRC
87
Investors Research Corp
Georgia
$6.26M +$611K +13,857 +11%
GSC
88
G&S Capital
Colorado
$6.15M +$148K +3,357 +2%
OIA
89
OneDigital Investment Advisors
Kansas
$6.15M +$16.9K +383 +0.3%
CFS
90
Cannon Financial Strategists
Georgia
$6.09M -$244K -5,532 -4%
LFPWM
91
Leicht Financial Planning & Wealth Management
New Jersey
$6.09M +$3.49K +79 +0.1%
MFG
92
Merit Financial Group
Georgia
$6.06M +$10.5K +237 +0.2%
5L
93
55I LLC
Massachusetts
$6.01M -$607K -13,756 -9%
CAGAS
94
Capital Advisory Group Advisory Services
Minnesota
$5.81M +$570K +12,929 +11%
FIA
95
Foundations Investment Advisors
Arizona
$5.79M -$426K -9,652 -7%
WWM
96
Western Wealth Management
Colorado
$5.68M +$1.28M +29,082 +29%
Creative Planning
97
Creative Planning
Kansas
$5.25M -$550K -12,477 -9%
CSPIA
98
Cary Street Partners Investment Advisory
Virginia
$5.14M +$153K +3,458 +3%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$5.03M +$98.1K +2,223 +2%
IF
100
IRON Financial
Illinois
$4.97M +$143K +3,242 +3%
2 3
4
5 6