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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 %
GT
176
Greenleaf Trust
Michigan
$4.14M -$1.57K -22 -0%
FPAS
177
Focus Partners Advisor Solutions
Missouri
$4.08M +$1.15M +16,132 +39%
AR
178
Apeiron RIA
Texas
$3.97M -$35.2K -493 -0.9%
GLA
179
Good Life Advisors
Pennsylvania
$3.92M +$53.2K +745 +1%
PWM
180
Praetorian Wealth Management
California
$3.91M +$19.6K +275 +0.5%
JSL
181
JT Stratford LLC
Georgia
$3.77M +$58.2K +815 +2%
AC
182
AIFG Consultants
New York
$3.75M -$8.81M -123,406 -70%
GL
183
Graypoint LLC
New York
$3.58M -$103K -1,445 -3%
ACA
184
Aptus Capital Advisors
Alabama
$3.48M +$68K +952 +2%
JWM
185
Jacksonville Wealth Management
Florida
$3.44M +$3.44M +48,204 New
Focus Partners Wealth
186
Focus Partners Wealth
Massachusetts
$3.39M +$122K +1,712 +4%
AWM
187
Avior Wealth Management
Nebraska
$3.32M – – –
AO
188
Advisor OS
Illinois
$3.28M +$126K +1,769 +4%
DWM
189
Dogwood Wealth Management
Kansas
$3.25M +$170K +2,377 +6%
CFGF
190
Compass Financial Group (Florida)
Florida
$3.2M -$9K -126 -0.3%
OPS
191
Orion Portfolio Solutions
Nebraska
$3.18M -$92.6K -1,297 -3%
BCI
192
Brinker Capital Investments
Pennsylvania
$3.18M -$92.6K -1,297 -3%
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$3.14M -$116K -1,628 -4%
MA
194
MJP Associates
Connecticut
$3.13M +$39.1K +548 +1%
EFN
195
Equita Financial Network
Pennsylvania
$3.06M -$57.4K -804 -2%
HGERS
196
Householder Group Estate & Retirement Specialist
Arizona
$2.97M -$57.5K -805 -2%
MADFP
197
Michael A Dubis Financial Planning
Wisconsin
$2.95M +$2.95M +41,295 New
SFA
198
Sequoia Financial Advisors
Ohio
$2.95M +$66.6K +933 +2%
ST
199
Sentinel Trust
Texas
$2.92M -$69.3K -970 -2%
P
200
Pitcairn
Pennsylvania
$2.92M – – –
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8
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