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

579 hedge funds and large institutions have $5.65B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 214 increasing their positions, 211 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+20
Holders Change %
+3.58%
% of All Funds
8.38%
Holding in Top 10
64
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.59%
% of All Funds
0.93%
New
48
Increased
214
Reduced
211
Closed
22
Calls
$66.5M
Puts
$49K
Net Calls
+$66.5M
Net Calls Change
+$65.7M

Top Buyers

1
RA
1
RFG Advisory
Alabama
$134M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$48.4M
3
WAG
3
Winthrop Advisory Group
Massachusetts
$32.1M
4
FEG
4
Financial Enhancement Group
Indiana
$33.6M
5
Wells Fargo
5
Wells Fargo
California
$70.8M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$246M
2
SFC
2
Strategic Financial Concepts
Texas
$1.14M
3
RIM
3
Rockbridge Investment Management
New York
$74.2M
4
Charles Schwab
4
Charles Schwab
California
$0
5
RI
5
Rinkey Investments
California
$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCS
76
Retirement Capital Strategies
California
$12.5M -$302K -4,313 -2%
ZF
77
Zhang Financial
Michigan
$12.5M +$1.87M +26,740 +18%
AC
78
AIFG Consultants
New York
$12.3M -$1.39M -19,838 -10%
SPA
79
Sentinel Pension Advisors
Massachusetts
$12.3M -$126K -1,799 -1%
IWP
80
IAG Wealth Partners
Wisconsin
$12.2M -$677K -9,664 -5%
Goldman Sachs
81
Goldman Sachs
New York
$12.1M -$2.89M -41,282 -19%
MML Investors Services
82
MML Investors Services
Massachusetts
$12M -$778K -11,106 -6%
SCA
83
Snowden Capital Advisors
New York
$11.8M -$90.3K -1,289 -0.8%
EIM
84
Ervin Investment Management
Washington
$11.7M +$81.8K +1,167 +0.7%
UCFA
85
United Capital Financial Advisors
Texas
$11.5M -$611K -8,728 -5%
FWI
86
Facet Wealth Inc
Maryland
$11.4M +$125K +1,789 +1%
GSC
87
G&S Capital
Colorado
$11M +$37.9K +541 +0.3%
BL
88
Balentine LLC
Georgia
$10.9M +$23.1K +330 +0.2%
BFG
89
Beacon Financial Group
Texas
$10.8M -$106K -1,511 -1%
HAS
90
HBW Advisory Services
California
$10.7M +$26.3K +375 +0.2%
IRC
91
Investors Research Corp
Georgia
$10.7M -$31K -442 -0.3%
EK
92
Evensky & Katz
Florida
$10.6M -$259K -3,702 -2%
FDS
93
Freedom Day Solutions
Texas
$10.4M +$216K +3,083 +2%
AWA
94
Arete Wealth Advisors
Illinois
$10.4M +$157K +2,254 +2%
Creative Planning
95
Creative Planning
Kansas
$9.86M -$166K -2,376 -2%
LFG
96
Larson Financial Group
Missouri
$9.78M -$579K -8,259 -6%
IF
97
IRON Financial
Illinois
$9.38M -$126K -1,802 -1%
PIA
98
Perennial Investment Advisors
California
$9.15M +$584K +8,340 +7%
SIAS
99
Summit Investment Advisory Services
Minnesota
$9.07M +$9.07M +129,398 New
Truist Financial
100
Truist Financial
North Carolina
$8.94M -$4.31M -61,557 -33%
2 3
4
5 6