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

505 hedge funds and large institutions have $3.93B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 185 increasing their positions, 200 reducing their positions, and 33 closing their positions.

Holders
505
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
8.05%
Holding in Top 10
60
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.96%
New
39
Increased
185
Reduced
200
Closed
33
Calls
$4.25M
Puts
$65K
Net Calls
+$4.19M
Net Calls Change
-$15.4M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$271M
2
FGAM
2
Financial Gravity Asset Management
Texas
$76.5M
3
Charles Schwab
3
Charles Schwab
California
$36.3M
4
RHP
4
Royal Harbor Partners
Texas
$35.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$93.3M

Top Sellers

1
VAG
1
VisionPoint Advisory Group
Texas
$0
2
HWM
2
Horizon Wealth Management
Illinois
$0
3
DI
3
DAGCO Inc
Ohio
$425K
4
EWA
4
EP Wealth Advisors
California
$1.13M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$59.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
101
Cannon Financial Strategists
Georgia
$6.79M -$267K -5,078 -4%
PWA
102
Peterson Wealth Advisors
Utah
$6.78M -$404K -7,693 -6%
FDS
103
Freedom Day Solutions
Texas
$6.73M +$266K +5,072 +4%
BFG
104
Beacon Financial Group
Texas
$6.71M -$2.8M -50,640 -29%
SIAS
105
Summit Investment Advisory Services
Minnesota
$6.63M -$656K -12,504 -9%
IWM
106
IHT Wealth Management
Illinois
$6.26M +$458K +8,718 +8%
KAS
107
Kestra Advisory Services
Texas
$6.23M -$2.72M -51,897 -30%
DT
108
Daniels + Tansey
Delaware
$6.22M -$7.86M -18,298 -56%
CAL
109
Capital Analysts LLC
Pennsylvania
$6.18M +$390K +7,432 +7%
SWM
110
SFG Wealth Management
Maryland
$5.71M +$953K +18,154 +20%
Creative Planning
111
Creative Planning
Kansas
$5.71M -$202K -3,853 -3%
FMP
112
Financial Management Professionals
Texas
$5.64M +$35.3K +673 +0.6%
MA
113
Mutual Advisors
Nebraska
$5.53M +$17.1K +325 +0.3%
TWP
114
Tempus Wealth Planning
California
$5.38M +$14.3K +273 +0.3%
OIA
115
OneDigital Investment Advisors
Kansas
$5.22M -$205K -3,902 -4%
B
116
Bensler
Washington
$4.99M +$215K +4,089 +4%
AI
117
Atria Investments
North Carolina
$4.98M -$78.1K -1,488 -2%
WAM
118
WNY Asset Management
New York
$4.93M -$2.9M -55,181 -37%
FHA
119
Flagship Harbor Advisors
Massachusetts
$4.84M -$10.6K -202 -0.2%
XF
120
XML Financial
Maryland
$4.79M -$185K -3,526 -4%
SC
121
Savant Capital
Illinois
$4.77M -$275K -5,231 -5%
CIG
122
Cascade Investment Group
Colorado
$4.73M +$83.5K +1,590 +2%
WWM
123
Western Wealth Management
Colorado
$4.71M +$719K +13,693 +18%
SPWM
124
Spartan Planning & Wealth Management
North Carolina
$4.65M +$4.65M +88,658 New
SCM
125
Sterneck Capital Management
Missouri
$4.64M -$334K -6,368 -7%
3 4
5
6 7