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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 %
EFN
176
Equita Financial Network
Pennsylvania
$3.06M -$91.6K -1,307 -3%
MA
177
MJP Associates
Connecticut
$3.03M -$90K -1,284 -3%
DWM
178
Dogwood Wealth Management
Kansas
$3.02M +$26K +371 +0.9%
HGERS
179
Householder Group Estate & Retirement Specialist
Arizona
$2.97M +$34K +486 +1%
ST
180
Sentinel Trust
Texas
$2.94M -$1.5M -21,380 -34%
FPAS
181
Focus Partners Advisor Solutions
Missouri
$2.87M -$869K -12,408 -23%
P
182
Pitcairn
Pennsylvania
$2.87M +$2.87M +40,895 New
SFA
183
Sequoia Financial Advisors
Ohio
$2.83M +$203K +2,891 +8%
AWG
184
Altus Wealth Group
Colorado
$2.7M -$105K -1,505 -4%
OIM
185
Orca Investment Management
Oregon
$2.66M -$2.05M -29,237 -43%
SWA
186
SFMG Wealth Advisors
Texas
$2.63M -$69K -985 -3%
BOH
187
Bank of Hawaii
Hawaii
$2.58M +$502K +7,167 +24%
SFP
188
Strategic Financial Planning
Texas
$2.34M -$168K -2,402 -7%
FWM
189
Fingerlakes Wealth Management
New York
$2.33M -$63K -899 -3%
Betterment LLC
190
Betterment LLC
New York
$2.31M +$78K +1,113 +3%
Two Sigma Advisers
191
Two Sigma Advisers
New York
$2.26M -$3.81M -54,400 -63%
PWH
192
Priebe Wealth Holdings
Minnesota
$2.25M -$434K -6,190 -16%
Jane Street
193
Jane Street
New York
$2.24M +$2.24M +31,975 New
FGC
194
Financial Gravity Companies
Texas
$2.24M +$2.24M +31,963 New
CW
195
CreativeOne Wealth
Kansas
$2.24M +$1.06M +15,069 +89%
AWS
196
Atria Wealth Solutions
New York
$2.22M -$214K -3,050 -9%
RMAM
197
Raab & Moskowitz Asset Management
New Jersey
$2.22M -$55.8K -797 -2%
QC
198
Quent Capital
New York
$2.15M +$128K +1,821 +6%
WFA
199
Wade Financial Advisory
California
$2.15M -$24.7K -353 -1%
NA
200
NewEdge Advisors
Louisiana
$2.14M +$249K +3,556 +13%
6 7
8
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