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

559 hedge funds and large institutions have $5.25B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 233 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
-3
Holders Change %
-0.53%
% of All Funds
8.13%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
0.92%
New
44
Increased
191
Reduced
233
Closed
38
Calls
$730K
Puts
–
Net Calls
+$730K
Net Calls Change
-$7.63M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$583M
2
MWM
2
Modern Wealth Management
Kansas
$58.8M
3
LPT
3
Legacy Private Trust
Wisconsin
$42.2M
4
BIP
4
Blueprint Investment Partners
North Carolina
$64.4M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$229M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$232M
2
MFA
2
McClarren Financial Advisors
Pennsylvania
$1.62M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$116M
4
DWM
4
Dogwood Wealth Management
Kansas
$2.84M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
101
Perennial Investment Advisors
California
$8.11M -$398K -5,997 -5%
PFG
102
PAX Financial Group
Texas
$8.06M -$333K -5,013 -4%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$7.87M -$873K -13,162 -10%
TC
104
Trilogy Capital
California
$7.65M +$1.04M +15,610 +16%
CSPIA
105
Cary Street Partners Investment Advisory
Virginia
$7.54M -$570K -8,588 -7%
B
106
Bensler
Washington
$7.29M +$394K +5,938 +6%
Two Sigma Investments
107
Two Sigma Investments
New York
$7.25M -$425K -6,400 -6%
KAS
108
Kestra Advisory Services
Texas
$7.19M +$48.8K +735 +0.7%
SWM
109
SFG Wealth Management
Maryland
$7.01M +$159K +2,398 +2%
WWM
110
Western Wealth Management
Colorado
$6.96M +$348K +5,240 +5%
IWM
111
IHT Wealth Management
Illinois
$6.93M -$555K -8,361 -7%
TB
112
Treynor Bancshares
Iowa
$6.86M -$5.21M -78,467 -43%
RFN
113
Redwood Financial Network
Ohio
$6.63M +$500K +7,534 +8%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$6.51M +$273K +4,114 +4%
SC
115
Savant Capital
Illinois
$6.35M +$550K +8,292 +9%
FL
116
FreeGulliver LLC
Louisiana
$6.31M +$6.31M +95,138 New
KW
117
KWB Wealth
California
$6.3M – – –
GRP
118
Global Retirement Partners
California
$6.18M +$104K +1,570 +2%
CIG
119
Cascade Investment Group
Colorado
$6.11M +$133 +2 +0%
TWP
120
Tempus Wealth Planning
California
$6.02M -$252K -3,800 -4%
WAM
121
WNY Asset Management
New York
$5.97M -$223K -3,366 -4%
HI
122
Harbour Investments
Wisconsin
$5.94M -$138K -2,083 -2%
CWM
123
Collaborative Wealth Management
Florida
$5.85M -$18.8K -284 -0.3%
XF
124
XML Financial
Maryland
$5.85M -$84K -1,266 -1%
MA
125
Mutual Advisors
Nebraska
$5.83M -$147K -2,197 -2%
3 4
5
6 7