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

626 hedge funds and large institutions have $7.04B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 220 increasing their positions, 222 reducing their positions, and 34 closing their positions.

Holders
626
Holders Change
+47
Holders Change %
+8.12%
% of All Funds
8.34%
Holding in Top 10
75
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+17.19%
% of All Funds
1%
New
90
Increased
220
Reduced
222
Closed
34
Calls
$636K
Puts
–
Net Calls
+$636K
Net Calls Change
-$65.8M

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$104M
2
MWM
2
Modern Wealth Management
Kansas
$123M
3
VAMG
3
Voisard Asset Management Group
Michigan
$29.3M
4
KWM
4
Kingsview Wealth Management
Oregon
$22.8M
5
BIP
5
Blueprint Investment Partners
North Carolina
$73.1M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$248M
2
FEG
2
Financial Enhancement Group
Indiana
$2.37M
3
LPL Financial
3
LPL Financial
California
$600M
4
PS
4
Portfolio Strategies
New York
$29.8M
5
AC
5
AIFG Consultants
New York
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
76
Pure Financial Advisors
California
$16.8M -$508K -7,109 -3%
Two Sigma Investments
77
Two Sigma Investments
New York
$16.2M +$10.8M +151,000 +198%
GLA
78
Great Lakes Advisors
Illinois
$15.6M – – –
BW
79
BIP Wealth
Georgia
$15.6M -$409K -5,726 -3%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$15.4M +$2.53M +35,391 +20%
CAGAS
81
Capital Advisory Group Advisory Services
Minnesota
$13.8M +$327K +4,571 +2%
ZF
82
Zhang Financial
Michigan
$13.7M +$1.03M +14,405 +8%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$13.5M +$469K +6,569 +4%
CAL
84
Capital Analysts LLC
Pennsylvania
$13.4M -$553K -7,747 -4%
MML Investors Services
85
MML Investors Services
Massachusetts
$13.1M +$871K +12,194 +7%
IPA
86
Investment Planning Advisors
Georgia
$13M +$10.9M +152,787 +513%
SPWM
87
Spartan Planning & Wealth Management
North Carolina
$13M +$13M +181,877 New
PWA
88
Principia Wealth Advisory
Texas
$12.7M +$12.7M +177,793 New
RCS
89
Retirement Capital Strategies
California
$12.6M -$191K -2,678 -1%
SWIA
90
Solano Wealth Investment Advisors
California
$12.5M +$12.5M +174,489 New
FDW
91
Fourth Dimension Wealth
Ohio
$12.3M +$12.3M +172,587 New
SCA
92
Snowden Capital Advisors
New York
$12.3M +$296K +4,138 +2%
SPA
93
Sentinel Pension Advisors
Massachusetts
$12.3M -$179K -2,512 -1%
IWP
94
IAG Wealth Partners
Wisconsin
$11.9M -$562K -7,874 -5%
MAS
95
MPWM Advisory Solutions
Georgia
$11.7M +$11.7M +163,970 New
EIM
96
Ervin Investment Management
Washington
$11.6M -$296K -4,141 -2%
HAS
97
HBW Advisory Services
California
$11.5M +$655K +9,174 +6%
GSC
98
G&S Capital
Colorado
$11.2M -$70.8K -991 -0.6%
BL
99
Balentine LLC
Georgia
$11.2M +$1.43K +20 +0%
UCFA
100
United Capital Financial Advisors
Texas
$11.1M -$611K -8,553 -5%
2 3
4
5 6