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

464 hedge funds and large institutions have $3.59B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 171 reducing their positions, and 35 closing their positions.

Holders
464
Holders Change
-3
Holders Change %
-0.64%
% of All Funds
7.34%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
0.92%
New
39
Increased
184
Reduced
171
Closed
35
Calls
$11.2M
Puts
$35.2M
Net Calls
-$24M
Net Calls Change
-$3.04M

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$95M
2
LPL Financial
2
LPL Financial
California
$411M
3
Ameriprise
3
Ameriprise
Minnesota
$48.7M
4
BFG
4
Barber Financial Group
Kansas
$82.9M
5
SWP
5
Stratos Wealth Partners
Ohio
$30M

Top Sellers

1
CI
1
Cigna Investments
Connecticut
$0
2
FQ
2
First Quadrant
California
$0
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$12.1M
4
ARC
4
Advisor Resource Council
Texas
$0
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$7.55M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$411M 7,397,794 +862,830 +13%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$168M 2,988,617 +66,843 +2%
AAS
3
Annex Advisory Services
Wisconsin
$106M 1,909,069 -79,563 -4%
VA
4
Valmark Advisers
Ohio
$95M 1,708,871 +1,574,398 +1,171%
PAG
5
Private Advisor Group
New Jersey
$94.2M 1,695,003 +90,836 +6%
Wells Fargo
6
Wells Fargo
California
$90.6M 1,629,853 +155,453 +11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$89.2M 1,605,681 +46,055 +3%
BFG
8
Barber Financial Group
Kansas
$82.9M 1,492,390 +482,420 +48%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$82.6M 1,486,241 -36,814 -2%
SFP
10
Shepherd Financial Partners
Massachusetts
$77.4M 1,392,632 +10,013 +0.7%
Osaic Holdings
11
Osaic Holdings
Arizona
$73.6M 1,328,730 +26,948 +2%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$66.2M 1,191,265 +46,034 +4%
RIM
13
Rockbridge Investment Management
New York
$65.6M 1,175,980 +86,644 +8%
PFA
14
Professional Financial Advisors
Nebraska
$59.8M 1,076,335 +193,008 +22%
AIM
15
Astor Investment Management
Illinois
$51.5M 926,449 -32,570 -3%
RA
16
RFG Advisory
Alabama
$49.1M 883,284 +97,442 +12%
Ameriprise
17
Ameriprise
Minnesota
$48.7M 875,701 +546,457 +166%
AWAG
18
ARS Wealth Advisors Group
Florida
$47.2M 848,988 +1,478 +0.2%
TF
19
TRH Financial
Iowa
$45.8M 824,276 -50,714 -6%
AF
20
Allworth Financial
California
$45.4M 817,565 -39,568 -5%
FSG
21
Financial Strategies Group
Michigan
$44.5M 801,423 +33,751 +4%
RW
22
RVW Wealth
California
$42.8M 769,520 +19,349 +3%
Morgan Stanley
23
Morgan Stanley
New York
$41.9M 754,195 +73,275 +11%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$41.9M 753,301 +40,310 +6%
BCM
25
Brookstone Capital Management
Illinois
$39.1M 724,075 +108,106 +18%
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