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

482 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 184 increasing their positions, 181 reducing their positions, and 33 closing their positions.

Holders
482
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
7.72%
Holding in Top 10
59
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.67%
% of All Funds
0.94%
New
44
Increased
184
Reduced
181
Closed
33
Calls
$3.43M
Puts
$358K
Net Calls
+$3.08M
Net Calls Change
+$2.1M

Top Buyers

1
WCAMG
1
Woodard & Company Asset Management Group
North Carolina
$41.4M
2
Wells Fargo
2
Wells Fargo
California
$51.2M
3
BW
3
BIP Wealth
Georgia
$14.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$95.1M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$11.6M

Top Sellers

1
SWM
1
SigFig Wealth Management
California
$0
2
PSCM
2
Per Stirling Capital Management
Texas
$0
3
FFG
3
Ford Financial Group
California
$291K
4
BHB
4
Bank Hapoalim BM
Israel
$0
5
MCC
5
Money Concepts Capital
Florida
$5.32M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$353M 6,999,632 +189,638 +3%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$164M 3,255,972 +55,104 +2%
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$118M 2,347,043 +126,681 +6%
PAG
4
Private Advisor Group
New Jersey
$118M 2,342,501 +140,695 +6%
VA
5
Valmark Advisers
Ohio
$104M 2,059,473 +91,430 +5%
Morgan Stanley
6
Morgan Stanley
New York
$95.1M 1,885,528 +243,766 +15%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$83.8M 1,662,450 +108,090 +7%
SFP
8
Shepherd Financial Partners
Massachusetts
$74.1M 1,469,292 +32,440 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$71.4M 1,415,176 +206,988 +17%
RIM
10
Rockbridge Investment Management
New York
$68.5M 1,359,191 +70,150 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$62M 1,229,762 +56,649 +5%
PFA
12
Professional Financial Advisors
Nebraska
$59.8M 1,076,335 -22,988 -2%
TAIM
13
TD Ameritrade Investment Management
Nebraska
$59.5M 1,179,676 -64,120 -5%
RA
14
RFG Advisory
Alabama
$53.1M 1,052,498 +19,906 +2%
Wells Fargo
15
Wells Fargo
California
$51.2M 1,015,961 +356,542 +54%
Ameriprise
16
Ameriprise
Minnesota
$50.3M 996,364 -198,793 -17%
WCAMG
17
Woodard & Company Asset Management Group
North Carolina
$41.4M 821,658 +821,658 New
AF
18
Allworth Financial
California
$41.4M 820,445 +32,900 +4%
AWAG
19
ARS Wealth Advisors Group
Florida
$41.3M 819,085 +17,836 +2%
FSG
20
Financial Strategies Group
Michigan
$39.9M 791,275 +11,791 +2%
WFS
21
Weitzel Financial Services
Iowa
$35.8M 707,466 -801 -0.1%
PAS
22
Park Avenue Securities
New York
$35.7M 707,135 -45,059 -6%
FEG
23
Financial Enhancement Group
Indiana
$33.6M 667,479 +15,217 +2%
W
24
Wealthquest
Ohio
$33.6M 665,341 +177,003 +36%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$32.5M 644,571 -41,053 -6%
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