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

579 hedge funds and large institutions have $5.65B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 214 increasing their positions, 211 reducing their positions, and 22 closing their positions.

Holders
579
Holders Change
+20
Holders Change %
+3.58%
% of All Funds
8.38%
Holding in Top 10
64
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.59%
% of All Funds
0.93%
New
48
Increased
214
Reduced
211
Closed
22
Calls
$66.5M
Puts
$49K
Net Calls
+$66.5M
Net Calls Change
+$65.7M

Top Buyers

1
RA
1
RFG Advisory
Alabama
$134M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$48.4M
3
WAG
3
Winthrop Advisory Group
Massachusetts
$32.1M
4
FEG
4
Financial Enhancement Group
Indiana
$33.6M
5
Wells Fargo
5
Wells Fargo
California
$70.8M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$246M
2
SFC
2
Strategic Financial Concepts
Texas
$1.14M
3
RIM
3
Rockbridge Investment Management
New York
$74.2M
4
Charles Schwab
4
Charles Schwab
California
$0
5
RI
5
Rinkey Investments
California
$27.6M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$611M 8,719,643 -65,215 -0.7%
HNB
2
Huntington National Bank
Ohio
– – – –
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$238M 3,397,395 -50,403 -1%
PAG
4
Private Advisor Group
New Jersey
$207M 2,948,173 -13,355 -0.5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$187M 2,670,220 +27,041 +1%
VA
6
Valmark Advisers
Ohio
$169M 2,417,183 +91,768 +4%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$151M 2,148,663 -7,139 -0.3%
RA
8
RFG Advisory
Alabama
$134M 1,906,333 +630,598 +49%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$117M 1,672,558 -69,382 -4%
PFA
10
Professional Financial Advisors
Nebraska
$105M 1,504,758 +15,058 +1%
SPWG
11
Syntegra Private Wealth Group
Missouri
$105M 1,503,621 +115,145 +8%
SFP
12
Shepherd Financial Partners
Massachusetts
$104M 1,483,764 +25,825 +2%
Ameriprise
13
Ameriprise
Minnesota
$100M 1,428,582 -89,736 -6%
Osaic Holdings
14
Osaic Holdings
Arizona
$92.5M 1,319,845 +44,220 +3%
Morgan Stanley
15
Morgan Stanley
New York
$90.9M 1,297,594 +80,118 +7%
W
16
Wealthquest
Ohio
$76.5M 1,101,320 +57,128 +5%
RIM
17
Rockbridge Investment Management
New York
$74.2M 1,059,380 -487,822 -32%
Wells Fargo
18
Wells Fargo
California
$70.8M 1,010,600 +289,232 +40%
AWAG
19
ARS Wealth Advisors Group
Florida
$69.9M 998,052 -7,720 -0.8%
AF
20
Allworth Financial
California
$68M 971,070 +36,168 +4%
MWM
21
Modern Wealth Management
Kansas
$60.1M 857,772 -28,323 -3%
SWP
22
Stratos Wealth Partners
Ohio
$56.8M 810,946 +110,929 +16%
KFP
23
Keener Financial Planning
Texas
$55.9M 797,802 -24,561 -3%
FSG
24
Financial Strategies Group
Michigan
$54.1M 758,234 -1,809 -0.2%
BIP
25
Blueprint Investment Partners
North Carolina
$51.1M 729,286 -241,609 -25%
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