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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
Independent Advisor Alliance
North Carolina
$104M
2
MWM
Modern Wealth Management
Kansas
$123M
3
VAMG
Voisard Asset Management Group
Michigan
$29.3M
4
KWM
Kingsview Wealth Management
Oregon
$22.8M
5
BIP
Blueprint Investment Partners
North Carolina
$73.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$248M
2
FEG
Financial Enhancement Group
Indiana
$2.37M
3
LPL Financial
LPL Financial
California
$600M
4
PS
Portfolio Strategies
New York
$29.8M
5
AC
AIFG Consultants
New York
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
201
Sheets Smith Wealth Management
North Carolina
$2.82M +$769K +10,760 +37%
NA
202
NewEdge Advisors
Louisiana
$2.75M +$563K +7,876 +26%
AWG
203
Altus Wealth Group
Colorado
$2.7M -$53K -742 -2%
SWA
204
SFMG Wealth Advisors
Texas
$2.66M -$28.4K -398 -1%
BOH
205
Bank of Hawaii
Hawaii
$2.63M – – –
OIM
206
Orca Investment Management
Oregon
$2.62M -$92.6K -1,297 -3%
Betterment LLC
207
Betterment LLC
New York
$2.55M +$190K +2,662 +8%
AWS
208
Atria Wealth Solutions
New York
$2.45M +$192K +2,688 +8%
APWA
209
Atlas Private Wealth Advisors
New Jersey
$2.43M +$2.43M +34,059 New
SFP
210
Strategic Financial Planning
Texas
$2.39M -$929 -13 -0%
FEG
211
Financial Enhancement Group
Indiana
$2.37M -$45M -634,103 -95%
Renaissance Technologies
212
Renaissance Technologies
New York
$2.29M +$1.31M +18,400 +134%
FSA
213
Financial Sense Advisors
California
$2.29M +$918K +12,851 +67%
FWM
214
Fingerlakes Wealth Management
New York
$2.29M -$87.4K -1,224 -4%
RMAM
215
Raab & Moskowitz Asset Management
New Jersey
$2.26M -$3.07K -43 -0.1%
WAS
216
Wealth Advisory Solutions
Indiana
$2.26M +$278K +3,886 +14%
MWM
217
Modera Wealth Management
New Jersey
$2.25M +$1.85M +25,918 +460%
FGC
218
Financial Gravity Companies
Texas
$2.24M -$42.4K -594 -2%
QC
219
Quent Capital
New York
$2.21M +$15.9K +223 +0.7%
WFA
220
Wade Financial Advisory
California
$2.19M +$143 +2 +0%
TVAMP
221
Tennessee Valley Asset Management Partners
Tennessee
$2.18M +$55K +770 +3%
WIM
222
WealthPlan Investment Management
Nebraska
$2.18M +$1.53M +21,438 +236%
Thrivent Financial for Lutherans
223
Thrivent Financial for Lutherans
Minnesota
$2.16M – – –
M
224
MATAURO
New York
$2.15M +$2.15M +30,080 New
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$2.08M +$276K +3,863 +15%
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9
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