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

502 hedge funds and large institutions have $3.83B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 191 reducing their positions, and 24 closing their positions.

Holders
502
Holders Change
+20
Holders Change %
+4.15%
% of All Funds
7.92%
Holding in Top 10
60
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.69%
% of All Funds
0.95%
New
50
Increased
191
Reduced
191
Closed
24
Calls
$19.6M
Puts
$76K
Net Calls
+$19.6M
Net Calls Change
+$16.5M

Top Buyers

1
SWM
1
SigFig Wealth Management
California
$30.2M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$206M
3
HWM
3
Horizon Wealth Management
Illinois
$23.2M
4
LPT
4
Legacy Private Trust
Wisconsin
$16.2M
5
RCS
5
Retirement Capital Strategies
California
$13.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$61.2M
2
FEG
2
Financial Enhancement Group
Indiana
$10.9M
3
WEG
3
World Equity Group
Illinois
$2.87M
4
M1FG
4
Mach-1 Financial Group
Arkansas
$0
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$117M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$385M 7,067,106 +67,474 +1%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$206M 3,790,499 +534,527 +16%
PAG
3
Private Advisor Group
New Jersey
$127M 2,333,214 -9,287 -0.4%
VA
4
Valmark Advisers
Ohio
$119M 2,185,833 +126,360 +6%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$117M 2,140,228 -206,815 -9%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$92.6M 1,701,410 +38,960 +2%
SFP
7
Shepherd Financial Partners
Massachusetts
$81M 1,488,684 +19,392 +1%
RIM
8
Rockbridge Investment Management
New York
$77.1M 1,415,377 +56,186 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$70.4M 1,293,114 -122,062 -9%
Osaic Holdings
10
Osaic Holdings
Arizona
$68.1M 1,250,002 +20,240 +2%
PFA
11
Professional Financial Advisors
Nebraska
$67.5M 1,239,688 +163,353 +15%
RA
12
RFG Advisory
Alabama
$63M 1,156,809 +104,311 +10%
Wells Fargo
13
Wells Fargo
California
$61.5M 1,129,600 +113,639 +11%
TAIM
14
TD Ameritrade Investment Management
Nebraska
$61.3M 1,126,375 -53,301 -5%
Morgan Stanley
15
Morgan Stanley
New York
$61.2M 1,124,006 -761,522 -40%
Ameriprise
16
Ameriprise
Minnesota
$55.8M 1,024,453 +28,089 +3%
FSG
17
Financial Strategies Group
Michigan
$48.7M 894,722 +103,447 +13%
AF
18
Allworth Financial
California
$47.4M 871,075 +50,630 +6%
W
19
Wealthquest
Ohio
$45M 827,245 +161,904 +24%
WCAMG
20
Woodard & Company Asset Management Group
North Carolina
$44.2M 812,089 -9,569 -1%
AWAG
21
ARS Wealth Advisors Group
Florida
$43.6M 801,685 -17,400 -2%
WFS
22
Weitzel Financial Services
Iowa
$38.8M 712,673 +5,207 +0.7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$34.4M 632,563 -12,008 -2%
PAS
24
Park Avenue Securities
New York
$33.5M 614,519 -92,616 -13%
AMR
25
Asset Management Resources
Massachusetts
$32.5M 596,195 +32,460 +6%
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