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

502 hedge funds and large institutions have $3.83B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 191 reducing their positions, and 24 closing their positions.

Holders
502
Holders Change
+20
Holders Change %
+4.15%
% of All Funds
7.92%
Holding in Top 10
60
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.69%
% of All Funds
0.95%
New
50
Increased
191
Reduced
191
Closed
24
Calls
$19.6M
Puts
$76K
Net Calls
+$19.6M
Net Calls Change
+$16.5M

Top Buyers

1
SWM
1
SigFig Wealth Management
California
$30.2M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$206M
3
HWM
3
Horizon Wealth Management
Illinois
$23.2M
4
LPT
4
Legacy Private Trust
Wisconsin
$16.2M
5
RCS
5
Retirement Capital Strategies
California
$13.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$61.2M
2
FEG
2
Financial Enhancement Group
Indiana
$10.9M
3
WEG
3
World Equity Group
Illinois
$2.87M
4
M1FG
4
Mach-1 Financial Group
Arkansas
$0
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
76
AIFG Consultants
New York
$10.2M +$58.7K +1,078 +0.6%
OPS
77
Orion Portfolio Solutions
Nebraska
$10.2M +$822K +4,688 +9%
BCI
78
Brinker Capital Investments
Pennsylvania
$10.2M +$822K +4,688 +9%
Cerity Partners
79
Cerity Partners
New York
$10.1M +$9.79M +179,923 +3,640%
EK
80
Evensky & Katz
Florida
$9.85M -$363K -6,674 -4%
ACM
81
Advisors Capital Management
New Jersey
$9.75M +$2.27M +41,676 +30%
LFG
82
Larson Financial Group
Missouri
$9.31M -$426K -7,829 -4%
KAS
83
Kestra Advisory Services
Texas
$9.28M +$2.67M +49,093 +40%
BFG
84
Beacon Financial Group
Texas
$9.26M -$60.7K -1,126 -0.7%
JCM
85
Jacobi Capital Management
Pennsylvania
$9.11M +$157K +2,875 +2%
BAG
86
Bridgewealth Advisory Group
California
$9.04M +$2.36M +43,355 +35%
IF
87
IRON Financial
Illinois
$8.98M +$1.23M +22,646 +16%
FIA
88
Foundations Investment Advisors
Arizona
$8.95M +$436K +8,001 +5%
CAGAS
89
Capital Advisory Group Advisory Services
Minnesota
$8.84M +$152K +2,792 +2%
UBS Group
90
UBS Group
Switzerland
$8.82M +$240K +4,409 +3%
IRC
91
Investors Research Corp
Georgia
$8.81M +$258K +4,738 +3%
EIM
92
Ervin Investment Management
Washington
$8.73M +$22.5K +414 +0.3%
PFG
93
PAX Financial Group
Texas
$8.67M -$334K -6,129 -4%
TB
94
Treynor Bancshares
Iowa
$8.53M -$3.32K -66 -0%
CWA
95
Centennial Wealth Advisory
Michigan
$8.45M -$292K -5,371 -3%
PIA
96
Perennial Investment Advisors
California
$8.25M -$2.07M -37,944 -20%
WAM
97
WNY Asset Management
New York
$8.12M +$112K +2,064 +1%
AWA
98
Arete Wealth Advisors
Illinois
$7.85M -$1.7M -31,213 -18%
SIAS
99
Summit Investment Advisory Services
Minnesota
$7.56M +$143K +2,633 +2%
PWA
100
Peterson Wealth Advisors
Utah
$7.47M -$1.21M -22,153 -14%
2 3
4
5 6