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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.

New
Increased
Maintained
Reduced
Closed
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 %
Truist Financial
126
Truist Financial
North Carolina
$7.31M -$1.81M -25,273 -20%
BIM
127
Breakwater Investment Management
Washington
$7.08M +$696K +9,737 +11%
TWP
128
Tempus Wealth Planning
California
$6.94M +$437K +6,119 +7%
SWM
129
SFG Wealth Management
Maryland
$6.9M -$627K -8,783 -8%
CIG
130
Cascade Investment Group
Colorado
$6.82M +$165K +2,309 +2%
FL
131
FreeGulliver LLC
Louisiana
$6.76M -$23.3K -326 -0.3%
CFG
132
Cornerstone Financial Group
Nebraska
$6.68M +$6.68M +93,542 New
CWM
133
Collaborative Wealth Management
Florida
$6.67M +$118K +1,654 +2%
ATPW
134
Ashton Thomas Private Wealth
Arizona
$6.31M +$5.1M +71,426 +421%
SCM
135
Sterneck Capital Management
Missouri
$6.21M -$180K -2,521 -3%
Cetera Investment Advisers
136
Cetera Investment Advisers
Illinois
$6.16M +$677K +9,482 +12%
TB
137
Treynor Bancshares
Iowa
$6.13M -$566K -7,926 -8%
CSP
138
Cary Street Partners
Virginia
$6.12M +$6.12M +85,699 New
UBS Group
139
UBS Group
Switzerland
$6.12M -$89.7K -1,256 -1%
SPAS
140
Spectrum Planning & Advisory Services
California
$6.1M +$6.1M +85,402 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$6.08M +$963K +13,488 +19%
CWM
142
Cabot Wealth Management
Massachusetts
$6.07M -$312K -4,368 -5%
CGPCS
143
Capital Group Private Client Services
California
$6.07M – – –
SC
144
Savant Capital
Illinois
$6.06M -$446K -6,250 -7%
MA
145
Mutual Advisors
Nebraska
$6.04M -$41.7K -577 -0.7%
ECM
146
Exchange Capital Management
Michigan
$5.96M +$292K +4,089 +5%
FHA
147
Flagship Harbor Advisors
Massachusetts
$5.9M -$816K -11,421 -12%
KW
148
KWB Wealth
California
$5.87M -$1.11M -15,782 -16%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$5.74M -$1.61M -22,547 -22%
MSAM
150
Moloney Securities Asset Management
Missouri
$5.7M +$4.36M +61,096 +328%
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