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

559 hedge funds and large institutions have $5.25B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 233 reducing their positions, and 38 closing their positions.

Holders
559
Holders Change
-3
Holders Change %
-0.53%
% of All Funds
8.13%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
0.92%
New
44
Increased
191
Reduced
233
Closed
38
Calls
$730K
Puts
–
Net Calls
+$730K
Net Calls Change
-$7.63M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$583M
2
MWM
2
Modern Wealth Management
Kansas
$58.8M
3
LPT
3
Legacy Private Trust
Wisconsin
$42.2M
4
BIP
4
Blueprint Investment Partners
North Carolina
$64.4M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$229M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$232M
2
MFA
2
McClarren Financial Advisors
Pennsylvania
$1.62M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$116M
4
DWM
4
Dogwood Wealth Management
Kansas
$2.84M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$175M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$583M 8,784,858 +354,978 +4%
HNB
2
Huntington National Bank
Ohio
– – – –
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$229M 3,447,798 +168,574 +5%
PAG
4
Private Advisor Group
New Jersey
$196M 2,961,528 -41,788 -1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$175M 2,643,179 -148,236 -5%
VA
6
Valmark Advisers
Ohio
$154M 2,325,415 -34,272 -1%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$143M 2,155,802 +42,726 +2%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$116M 1,741,940 -204,351 -10%
RIM
9
Rockbridge Investment Management
New York
$103M 1,547,202 +30,352 +2%
Ameriprise
10
Ameriprise
Minnesota
$101M 1,518,318 -61,248 -4%
PFA
11
Professional Financial Advisors
Nebraska
$98.8M 1,489,700 +17,199 +1%
SFP
12
Shepherd Financial Partners
Massachusetts
$96.7M 1,457,939 -5,680 -0.4%
SPWG
13
Syntegra Private Wealth Group
Missouri
$92.1M 1,388,476 +49,416 +4%
RA
14
RFG Advisory
Alabama
$84.6M 1,275,735 +25,045 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$84.6M 1,275,625 -632 -0%
Morgan Stanley
16
Morgan Stanley
New York
$80.8M 1,217,476 +31,688 +3%
W
17
Wealthquest
Ohio
$69.3M 1,044,192 +62,337 +6%
AWAG
18
ARS Wealth Advisors Group
Florida
$66.7M 1,005,772 +12,703 +1%
BIP
19
Blueprint Investment Partners
North Carolina
$64.4M 970,895 +203,455 +27%
AF
20
Allworth Financial
California
$62.7M 934,902 +50,312 +6%
MWM
21
Modern Wealth Management
Kansas
$58.8M 886,095 +327,074 +59%
KFP
22
Keener Financial Planning
Texas
$54.6M 822,363 +35,859 +5%
FSG
23
Financial Strategies Group
Michigan
$51.4M 760,043 -19,213 -2%
WCAMG
24
Woodard & Company Asset Management Group
North Carolina
$48.9M 737,456 +32,632 +5%
Wells Fargo
25
Wells Fargo
California
$47.9M 721,368 -2,056 -0.3%
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