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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 %
PFG
76
PAX Financial Group
Texas
$8.34M -$448K -8,882 -5%
JCM
77
Jacobi Capital Management
Pennsylvania
$8.3M +$518K +10,267 +7%
WEG
78
World Equity Group
Illinois
$8.16M +$6.8M +275,654 +499%
CWA
79
Centennial Wealth Advisory
Michigan
$8.1M +$3.45M +68,509 +74%
CAGAS
80
Capital Advisory Group Advisory Services
Minnesota
$8.05M -$64.7K -1,283 -0.8%
PWA
81
Peterson Wealth Advisors
Utah
$8.02M -$282K -5,601 -3%
EIM
82
Ervin Investment Management
Washington
$7.96M +$456K +9,169 +6%
UBS Group
83
UBS Group
Switzerland
$7.95M +$958 +19 +0%
IRC
84
Investors Research Corp
Georgia
$7.92M +$294K +5,823 +4%
FIA
85
Foundations Investment Advisors
Arizona
$7.89M +$887K +17,593 +13%
WAM
86
WNY Asset Management
New York
$7.42M +$14.7K +291 +0.2%
OIA
87
OneDigital Investment Advisors
Kansas
$7.26M -$29.7K -588 -0.4%
Mariner
88
Mariner
Kansas
$7.23M +$560K +11,106 +8%
IF
89
IRON Financial
Illinois
$7.17M +$1.65M +32,800 +30%
LFPWM
90
Leicht Financial Planning & Wealth Management
New Jersey
$7.08M +$170K +3,364 +2%
CFS
91
Cannon Financial Strategists
Georgia
$6.97M -$35.4K -701 -0.5%
ACM
92
Advisors Capital Management
New Jersey
$6.93M +$4.32M +85,723 +166%
SIAS
93
Summit Investment Advisory Services
Minnesota
$6.87M +$350K +6,946 +5%
GSC
94
G&S Capital
Colorado
$6.69M -$309K -6,125 -4%
ST
95
Sentinel Trust
Texas
$6.26M -$2.19M -43,363 -26%
BAG
96
Bridgewealth Advisory Group
California
$6.18M +$101K +2,004 +2%
KAS
97
Kestra Advisory Services
Texas
$6.12M -$28K -556 -0.5%
FDS
98
Freedom Day Solutions
Texas
$5.96M +$668K +13,203 +13%
FHA
99
Flagship Harbor Advisors
Massachusetts
$5.83M +$895K +17,741 +18%
Creative Planning
100
Creative Planning
Kansas
$5.74M -$50.7K -1,006 -0.9%
2 3
4
5 6