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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 %
UBS Group
151
UBS Group
Switzerland
$4.13M -$2.28M -34,350 -36%
PWM
152
Praetorian Wealth Management
California
$4.12M -$113K -1,703 -3%
OIA
153
OneDigital Investment Advisors
Kansas
$4.1M +$1.19M +17,892 +41%
CA
154
CGN Advisors
Kansas
$3.93M +$351K +5,297 +10%
AWMS
155
Advocacy Wealth Management Services
Georgia
$3.92M -$4.05K -61 -0.1%
Fidelity Investments
156
Fidelity Investments
Massachusetts
$3.92M +$1.14M +17,243 +41%
ASN
157
Advisory Services Network
Georgia
$3.89M +$168K +2,530 +5%
GLA
158
Good Life Advisors
Pennsylvania
$3.85M +$48.4K +729 +1%
GT
159
Greenleaf Trust
Michigan
$3.83M -$182K -2,747 -5%
TCM
160
TD Capital Management
Tennessee
$3.68M +$423K +6,382 +13%
FPAS
161
Focus Partners Advisor Solutions
Missouri
$3.54M -$12.3K -185 -0.3%
AR
162
Apeiron RIA
Texas
$3.49M +$20.8K +313 +0.6%
JSL
163
JT Stratford LLC
Georgia
$3.41M -$8.03K -121 -0.2%
DI
164
DAGCO Inc
Ohio
$3.36M -$71.8K -1,082 -2%
GL
165
Graypoint LLC
New York
$3.32M +$213K +3,214 +7%
OPS
166
Orion Portfolio Solutions
Nebraska
$3.25M +$69.9K +1,053 +2%
BCI
167
Brinker Capital Investments
Pennsylvania
$3.25M +$69.9K +1,053 +2%
AWM
168
Avior Wealth Management
Nebraska
$3.13M +$145K +2,181 +5%
SW
169
Simplicity Wealth
New Jersey
$3.09M +$32.3K +487 +1%
CFGF
170
Compass Financial Group (Florida)
Florida
$3.04M -$274K -4,057 -8%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$2.99M +$69.4K +1,046 +2%
EFN
172
Equita Financial Network
Pennsylvania
$2.98M -$80.3K -1,210 -3%
MA
173
MJP Associates
Connecticut
$2.96M +$31.1K +469 +1%
AO
174
Advisor OS
Illinois
$2.92M -$56.2K -847 -2%
AI
175
Atria Investments
North Carolina
$2.9M -$22.1K -333 -0.8%
5 6
7
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