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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 %
CWM
126
Cabot Wealth Management
Massachusetts
$6.26M +$299K +4,270 +5%
HI
127
Harbour Investments
Wisconsin
$6.25M -$24.5K -349 -0.4%
RJA
128
Raymond James & Associates
Florida
$6.13M +$253K +3,606 +4%
UBS Group
129
UBS Group
Switzerland
$6.09M +$1.73M +24,727 +40%
MA
130
Mutual Advisors
Nebraska
$5.95M -$220K -3,118 -4%
CGPCS
131
Capital Group Private Client Services
California
$5.95M +$5.95M +84,925 New
AI
132
Atria Investments
North Carolina
$5.78M +$2.71M +38,677 +88%
ECM
133
Exchange Capital Management
Michigan
$5.56M +$348K +4,974 +7%
ICMP
134
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.54M +$235K +3,354 +4%
IP
135
Isthmus Partners
Wisconsin
$5.45M -$7.64K -109 -0.1%
Cetera Investment Advisers
136
Cetera Investment Advisers
Illinois
$5.37M +$244K +3,480 +5%
Two Sigma Investments
137
Two Sigma Investments
New York
$5.33M -$2.33M -33,200 -30%
VAF
138
Values Added Financial
District of Columbia
$5.29M -$23.1K -330 -0.4%
RC
139
Roundview Capital
New Jersey
$5.17M +$294K +4,190 +6%
TA
140
TKG Advisors
Indiana
$5.03M +$41.8K +597 +0.8%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$5.02M +$886K +12,648 +21%
Tudor Investment Corp
142
Tudor Investment Corp
Connecticut
$5.01M +$4.64M +66,206 +1,260%
SF
143
Slagle Financial
Illinois
$4.98M +$13.7K +196 +0.3%
RBC
144
Roble Belko & Company
Pennsylvania
$4.9M +$2.56M +36,541 +109%
PWA
145
Peterson Wealth Advisors
Utah
$4.88M -$171K -2,438 -3%
HighTower Advisors
146
HighTower Advisors
Illinois
$4.73M +$216K +3,079 +5%
AF
147
Aldebaran Financial
$4.69M +$45.6K +651 +1%
AWM
148
Austin Wealth Management
Texas
$4.62M +$13.1K +189 +0.3%
BWA
149
Beam Wealth Advisors
Louisiana
$4.57M -$26K -371 -0.6%
TWM
150
Trinity Wealth Management
Pennsylvania
$4.42M +$4.69K +67 +0.1%
4 5
6
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