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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 %
Thrivent Financial for Lutherans
201
Thrivent Financial for Lutherans
Minnesota
$2.11M – – –
PFGIA
202
Patriot Financial Group Insurance Agency
Massachusetts
$2.11M -$70.6K -1,008 -3%
TVAMP
203
Tennessee Valley Asset Management Partners
Tennessee
$2.09M +$144K +2,051 +7%
MFG
204
Merit Financial Group
Georgia
$2.05M -$45.3K -647 -2%
FFA
205
Founders Financial Alliance
North Carolina
$2.02M +$33.9K +484 +2%
SSWM
206
Sheets Smith Wealth Management
North Carolina
$2.01M -$7.29K -104 -0.4%
IPA
207
Investment Planning Advisors
Georgia
$1.98M – – –
WIM
208
Westside Investment Management
California
$1.96M -$9.18K -131 -0.5%
NAS
209
Nicolet Advisory Services
Wisconsin
$1.95M -$138K -1,995 -7%
WAS
210
Wealth Advisory Solutions
Indiana
$1.94M +$124K +1,763 +7%
BCB
211
Brian C. Broderick
$1.94M -$21K -300 -1%
CA
212
Claro Advisors
Massachusetts
$1.92M +$153K +2,179 +9%
OPWM
213
Oakwell Private Wealth Management
Texas
$1.9M -$22.5K -321 -1%
GVAG
214
Great Valley Advisor Group
Delaware
$1.88M +$532K +7,598 +40%
FIM
215
Fernwood Investment Management
Massachusetts
$1.88M -$463K -6,611 -20%
CWM
216
Cahill Wealth Management
Michigan
$1.87M -$417K -5,956 -18%
TSWM
217
Tyler-Stone Wealth Management
Ohio
$1.87M +$1.17M +16,673 +167%
AFS
218
Annapolis Financial Services
Maryland
$1.87M -$1.54K -22 -0.1%
BPA
219
Beacon Pointe Advisors
California
$1.83M -$15.7K -224 -0.9%
TCM
220
Towercrest Capital Management
Pennsylvania
$1.81M -$27.7K -395 -2%
WFP
221
Wrenne Financial Planning
Kentucky
$1.8M +$51.8K +740 +3%
NWM
222
Northwest Wealth Management
Iowa
$1.8M -$54.7K -781 -3%
WWS
223
Wellington Wealth Strategies
Indiana
$1.78M +$1.78M +25,688 New
BCM
224
Brookstone Capital Management
Illinois
$1.77M +$109K +1,549 +7%
JSW
225
Journey Strategic Wealth
New Jersey
$1.77M +$1.77M +25,286 New
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9
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