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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 %
AWMS
151
Advocacy Wealth Management Services
Georgia
$4.41M +$266K +3,795 +6%
TCM
152
TD Capital Management
Tennessee
$4.32M +$431K +6,147 +11%
JAG
153
Journey Advisory Group
Kentucky
$4.27M -$119K -1,800 -3%
OIA
154
OneDigital Investment Advisors
Kansas
$4.23M -$101K -1,436 -2%
Corient Private Wealth
155
Corient Private Wealth
Florida
$4.18M -$844K -12,054 -17%
LCM
156
LVM Capital Management
Michigan
$4.16M – – –
CA
157
CGN Advisors
Kansas
$4.16M +$9.46K +135 +0.2%
LCGC
158
Legacy Capital Group California
California
$4.15M +$2.05M +29,265 +98%
GT
159
Greenleaf Trust
Michigan
$4.06M +$15.7K +224 +0.4%
AR
160
Apeiron RIA
Texas
$3.93M +$246K +3,506 +7%
ASN
161
Advisory Services Network
Georgia
$3.89M – – –
PWM
162
Praetorian Wealth Management
California
$3.81M -$538K -7,672 -12%
GLA
163
Good Life Advisors
Pennsylvania
$3.79M -$278K -3,972 -7%
AWM
164
AE Wealth Management
Kansas
$3.65M +$748K +10,678 +26%
JSL
165
JT Stratford LLC
Georgia
$3.64M +$33.4K +477 +0.9%
GL
166
Graypoint LLC
New York
$3.61M +$103K +1,476 +3%
DI
167
DAGCO Inc
Ohio
$3.47M -$84.3K -1,203 -2%
ACA
168
Aptus Capital Advisors
Alabama
$3.35M +$1.33M +18,924 +66%
AWM
169
Avior Wealth Management
Nebraska
$3.26M -$46.5K -664 -1%
Focus Partners Wealth
170
Focus Partners Wealth
Massachusetts
$3.21M +$2.55M +36,357 +385%
OPS
171
Orion Portfolio Solutions
Nebraska
$3.21M -$225K -3,209 -7%
BCI
172
Brinker Capital Investments
Pennsylvania
$3.21M -$225K -3,209 -7%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$3.2M +$38.8K +554 +1%
CFGF
174
Compass Financial Group (Florida)
Florida
$3.15M -$13.5K -193 -0.4%
AO
175
Advisor OS
Illinois
$3.09M +$6.52K +93 +0.2%
5 6
7
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