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

482 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 184 increasing their positions, 181 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
7.72%
Holding in Top 10
59
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.67%
% of All Funds
0.94%
New
44
Increased
184
Reduced
181
Closed
33
Calls
$3.43M
Puts
$358K
Net Calls
+$3.08M
Net Calls Change
+$2.1M

Top Buyers

1
WCAMG
1
Woodard & Company Asset Management Group
North Carolina
$41.4M
2
Wells Fargo
2
Wells Fargo
California
$51.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$95.1M
4
M1FG
4
Mach-1 Financial Group
Arkansas
$11.6M
5
AIM
5
Astor Investment Management
Illinois
$25.2M

Top Sellers

1
SWM
1
SigFig Wealth Management
California
$0
2
PSCM
2
Per Stirling Capital Management
Texas
$0
3
FFG
3
Ford Financial Group
California
$291K
4
BHB
4
Bank Hapoalim BM
Israel
$0
5
MCC
5
Money Concepts Capital
Florida
$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
176
Gateway Wealth Partners
Wisconsin
$1.88M +$252 +5 +0%
SFP
177
Strategic Financial Planning
Texas
$1.88M +$101 +2 +0%
MA
178
MJP Associates
Connecticut
$1.84M -$394K -7,817 -18%
FWM
179
Fingerlakes Wealth Management
New York
$1.79M -$49.1K -974 -3%
AWM
180
Avior Wealth Management
Nebraska
$1.77M +$3.38K +67 +0.2%
GWSG
181
GPS Wealth Strategies Group
Colorado
$1.75M +$124K +2,452 +8%
BOH
182
Bank of Hawaii
Hawaii
$1.75M -$290K -5,760 -14%
WCG
183
Wall Capital Group
Arizona
$1.73M +$344K +6,827 +25%
HI
184
Harbour Investments
Wisconsin
$1.72M +$47.6K +943 +3%
PFGIA
185
Patriot Financial Group Insurance Agency
Massachusetts
$1.71M -$89.7K -1,778 -5%
CGFA
186
Colton Groome Financial Advisors
North Carolina
$1.71M +$102K +2,015 +6%
ADL
187
Asset Dedication LLC
California
$1.7M – – –
ECA
188
Elevated Capital Advisors
Utah
$1.69M +$821K +16,275 +94%
FIM
189
Fernwood Investment Management
Massachusetts
$1.68M +$10.1K +201 +0.6%
AWA
190
Alta Wealth Advisors
Massachusetts
$1.66M -$5.45K -108 -0.3%
T
191
TRUADVICE
Florida
$1.66M +$1.36M +26,531 +442%
SSWM
192
Sheets Smith Wealth Management
North Carolina
$1.66M -$2.12K -42 -0.1%
DT
193
Daniels + Tansey
Delaware
$1.65M – – –
Stifel Financial
194
Stifel Financial
Missouri
$1.64M +$467K +9,260 +40%
QA
195
Quantitative Advantage
Minnesota
$1.62M -$4.13M -81,933 -72%
WFA
196
Wade Financial Advisory
California
$1.6M -$1.72K -34 -0.1%
CA
197
Calton & Associates
Florida
$1.58M -$6.86K -136 -0.4%
OPWM
198
Oakwell Private Wealth Management
Texas
$1.52M -$12K -238 -0.8%
Thrivent Financial for Lutherans
199
Thrivent Financial for Lutherans
Minnesota
$1.52M +$1.52M +30,163 New
BCB
200
Brian C. Broderick
$1.51M – – –
6 7
8
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